Affinity | Sales and Marketing

ANDUIN

“I'll check my Alliances weekly to see which new ones I can form. As we scale, Affinity’s Alliance will be instrumental to our growth.”

SIMON HOLSTEIN

Product specialist, Anduin Transact

Manage all prospects and deals with zero manual data entry

Use Affinity lists to manage all your opportunities and customize lists to best align with your workflow. View everything from which member of your team is the last point of contact with a connection to what the next follow-up activity is. With Affinity’sSmart Columns, you will save more than 80% of the time it takes totraditionally manage a pipeline, allowing you to get back to closingmore deals.

Uncover hidden introductions to help you close your next deal

Affinity Alliances™ allow you to connect with your advisors, mentors, board members, friends, and investors and gain instant visibility into everyone they can provide warm introductions to. Leverage your real-time network to break into your next largest accounts.

Send and track emails right from Affinity

Writing one-off welcome, promotional, or FAQ emails can be time consuming. Affinity allows you to send multiple personalized emails to prospects with the single click of a button. You can also track when these emails are opened to know exactly when to reach out again.

Automate repetitive tasks

Remembering to update statuses, add opportunities to your CRM, and follow up regularly with important relationships can eat away your time for selling. Use Affinity to set smart rules to automate the repetitive and time consuming parts of your workflow. Rules such as “If we don’t talk to these prospects every 2 weeks, please set a reminder to follow up” can be activated instantly.

Use data intelligence to stay on top of deals

Never drop the ball on an important email from an important prospectagain. Using machine learning, Affinity proactively identifies emailsyou’ve missed or haven't received a response to. You can also setsmart rules that prompt you to follow up with a prospect after acertain time if they aren’t ready to buy just yet.

Understand how your team is doing

How many deals has your team closed in the past month? How long is your team's sales cycle? How many new deals is your team creating every week? Answer any and every question about your team’s performance using Affinity's sleek reporting.