Network insights curated for dealmakers
Relationship insights driving deals
Dealmaking requires efficient deal sourcing and development of the right deals. Missing out on a deal can be caused by the simple fact of not knowing the right person to engage with at a prospect. This makes the shared network of your firm a critical driver to your success. CRMs typically lack ability to automatically generate a collective record of the full team's network. Affinity for Salesforce delivers automated relationship intelligence directly within the workflow of every dealmaker, so they can confidently qualify and prioritize deals faster with up-to-date relationship information. No more asking who knows the CEO at a startup and no more missing the introduction that can close the deal.
Find and drive deals from your team’s shared network
Affinity for Salesforce automatically maps and assesses your entire organization's network. Every interaction is analyzed to establish the strength and nature of the relationship, generating insights that drive dealmaking. Empower teams to better understand how to manage the firm’s relationships with a comprehensive relationship graph mapped across your entire firm’s network of shared relationships—all accessible in Salesforce objects, records, and Affinity’s extensions.
Source and generate high probability to close opportunities
Affinity analyzes every interaction to establish the strength and nature of your firm’s relationships, identifying who knows a CEO, founder, or key executive, while assessing who has the best relationship. This identifies warm introduction paths - shown to accelerate deal closing by 25% - to the key contacts to generate or advance a deal and exposes hidden connections across the organization.
Get more visibility into every engagement across teams
Stay aligned with your team and get up to speed on the context of every relationship without having to dig around for the most up to date information. Affinity for Salesforce exposes the full history of engagement with a company or contact so you don't miss a critical piece of context as you do outreach to a prospect. This critical history is also available across the extended Affinity for Salesforce platform with access in your email, browser, and, coming soon, in your Zoom meetings.
Relationship intelligence and automation driving deals
Financial services dealmaking has fundamentally changed with the end of cheap capital and reduced operational and IT budgets. Many firms are questioning whether they are getting a sufficient return from their CRM, deal data, and deal tool investments. Read our CRM Enhancement Guide to find out how to successfully increase Salesforce adoption across the team and maximize the value it can bring to your dealmaking.
Interested in learning more?
Get an in-depth walkthrough to see the Affinity Relationship Intelligence CRM in action.Request a demo