Network insights curated for dealmakers

Use the network of your entire firm to find the best way to close quality deals

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.

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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.

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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.

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The CRM Enhancement Guide

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.

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Why our customers love Affinity

"With Affinity, we can easily revisit firms at appropriate times and know what the next steps should be. I’m very excited to see where the product goes."
Henry Jefferies
Associate, Dawn Capital
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"Affinity Alliances truly operationalizes our executive network. I use it every day to better understand the relationships I can leverage across Fidelity."
Alessandro Vigilante
VP Corporate Business Development, Fidelity
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