Relationship intelligence for Affinity for Salesforce
Relationship insights driving deals
Efficient sourcing is critical for successful deals, but it's easy to miss out on a potential opportunity simply by not knowing the right person to engage with a prospect. Unfortunately, most CRMs do not have the ability to automatically generate a collective record of an entire team's network.
Affinity for Salesforce delivers relationship intelligence directly within the workflow of every dealmaker, enabling them to confidently prioritize deals faster with up-to-date relationship information. No more missed introductions or asking around for the right connection.
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 deals. Empower your team to better understand how to manage 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 company's relationships. It identifies individuals who know key executives and assesses the strength of those relationships so you know who is the best person to introduce you to your target contact. This approach helps you generate or advance deals by identifying warm introduction paths, which have been shown to accelerate deal closing by 25%.
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 information you need. Affinity for Salesforce provides you with the complete history of engagement with a company or contact, ensuring you have all the necessary context when doing outreach. This essential information is also available in your web browser, email, and directly in Salesforce.
Shift Sales into High Gear with Relationship Intelligence
Relationship intelligence is the fuel your sales engine needs. Why? B2B sales are in crisis: Cold calling and outreach are being rejected by buyers, marketing is less effective and budget constrained, and the path to decision makers is opaque (even with more sales tech). Relationship intelligence gives you context on how to get the most value from your company's shared network, helps you prospect via warm introductions, and ensures data is up to date and usable.
Why our customers love Affinity for Saleforce
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