New relationship insights to help you accelerate deal flow
Confidently make better dealmaking decisions with insights you haven’t had access to before
Affinity and Salesforce’s direct integration allows you to access always up-to-date relationship, deal, and activity insights in Salesforce—as well as your everyday tools like email and web browser. You can also manage deals and relationships more intelligently by building automated workflows, triggers, and custom reports in Salesforce with Affinity’s relationship intelligence insights and proprietary data enrichment.
Incorporate relationship intelligence
Get new data points about your relationships and deals in Salesforce to help you better manage deal flow and relationships. By analyzing your firm's history of interactions through inbox and calendar data, as well as your logged Salesforce activities—Affinity will help you identify every connection your firm has with external people and companies, the complete interaction history of those relationships, and the strength of each relationship scored on level of engagement. With this data you'll be able to identify warm introductions, align with team members in moving deals forward, and close deals faster.
Add triggers for new insights
Ensure every relationship and deal is managed effectively with Affinity’s relationship intelligence insights integrated into your Salesforce workflows. Consistently stay top of mind with key relationships by setting reminder triggers when a relationship score hits a specific threshold or specific company insight changes—to provide a relevant reason to spark up a good conversation.
Analyze your dealmaking more deeply
Keep your deal flow moving efficiently by incorporating metrics like employee growth, funding data, team activity, relationship scores, and more to your Salesforce reports. Accurately analyze with confidence that you’re focusing your resources on the right deals and connecting with opportunities at the perfect time based on relevant company milestones they are experiencing.
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