Relationship intelligence and automation driving deals

In today's economic climate, financial services firms need to source, qualify, and close deals quickly and strategically. Macroeconomic pressures have led to reduced operational IT budgets, causing firms to reassess their CRM's ROI.

Learn how Affinity for Salesforce empowers firms to:

• Boost your deal platform with relationship insights for enhanced deal flow and pipeline management.
• Save 300+ hours annually by automating Salesforce record creation and enrichment, eliminating manual data drudgery.
• Seamlessly integrate deal and relationship insights into the tools your deal team uses daily.
• Maximize the ROI of your Salesforce CRM and deal data investments through increased usage, automation, and improved data integration efficiency.

Don't miss this opportunity to learn how to enhance your deal-making process!