Is Affinity or Sevanta Dealflow right for your team?

While Sevanta Dealflow can be a good solution to start off with, it lacks many of the advanced features offered by Affinity, including automated activity capture and enriched data. Sevanta is described by some users as lean and simple, lacking a rich set of capabilities for deal makers.

Unlike Affinity, Sevanta also lacks automated data capture. Despite Sevanta’s claims, customers must manually enter contact information, calls, meetings, notes, and calendar information, increasing manual activity and making CRM hygiene questionable.

Sevanta lacks data enrichment capabilities and partnerships with leading data vendors. In contrast, Affinity works with industry leaders, including Crunchbase, Clearbit, Dealroom, and PitchBook, to deliver company and people data to drive deal sourcing efforts. Affinity also has a dedicated team of data science and engineering experts who source, clean, process, and deliver billions of data points, making enriched data instantly available to customers.

Affinity has an intuitive UI and is designed to be easy to use and rich with insights that drive faster, confident action taking. Professional and financial services dealmakers utilize Affinity’s relationship intelligence to differentiate themselves from the competition, including using their team’s network, business connections, and client interactions to drive engagement and help them find, manage, and close quality deals more efficiently.

Relationship-driven deal teams that choose Affinity focus their time on building relationships that become their most lucrative deals because their “data exhaust”—details automatically captured from email communications, meetings, and contact information such as names, roles, industry, and source of introduction—maintains their contact data for them.

Affinity regularly works with independent experts to verify our security, privacy, and compliance controls. We have achieved certification against stringent global standards (Enterprise-grade security). Additionally, we take privacy seriously and are transparent about how we treat personal data (Privacy Policy).

Traditional sales CRM platforms end up functioning more like a database than tools built for business intelligence. Simply storing contact and deal data is no longer enough, which is why dealmakers are transitioning to relationship intelligence CRM platforms to support their deals. The insights provided by platforms like Affinity are no longer add-ons, they’re table stakes for tech-forward teams that want to get—and stay—ahead of the competition. Here are a few ways teams are using Affinity’s relationship intelligence to build a better business and close more deals:

• Custom trials using real company data enable you to get a more tangible view into how Affinity impacts your unique day-to-day workflows–and when you’re ready to fully migrate, all of your information is already in your new CRM—saving time on deployment and training.
• Easily customizable views of relationship and deal data mean your team can quickly make changes to your CRM at any time so they continue to fit your specific preferences and workflows.
• Native reporting and analytics functionality allow you to build reports to monitor forecasting, team productivity, deal flow, KPIs, and make more data-driven decisions to improve your business.
• Flexible integration options ensure your CRM is the foundation of your tech stack. Connect your other software to your CRM—from email providers like Gmail or Outlook to email marketing, marketing automation, task management, and anything else your team depends on.
• Automated reminders and triggers ensure you never miss a follow-up with an important contact.
• Relationship intelligence is drawn from a combination of your team’s collective network—from customer interactions, meetings, phone calls, notes logged from exchanges on social media platforms like LinkedIn and Twitter, and everything in between—to give your team paths to new warm introductions and opportunities.

Flexible pricing options provide teams with the versatility to pick the features they need. Affinity’s Advanced tier—the most popular solution—provides teams the broadest and most valuable Affinity offerings.

• Automatic people and company record enrichment with hard-to-find insights
• Sourcing and deal management CRM extensions
• Analytical reports and dashboards built to improve deal quality and velocity
• Customizable user and content-based permissions
• Secured managed access with SSO (Single Sign On)
• Team, data, and access permissions
• Data export restrictions
• Integration with any app or data with unlimited API access
• Additional support and service options

Alternative pricing options are also available with different combinations of features. Reach out to our sales team today to find the options that suit your needs.

Relationship driven deal teams need purpose-built tools, not legacy CRM or sales pipeline platforms. CRM solutions like Sevanta meet some of these needs, but the functionality remains limited. Teams that are hoping to focus on relationships need relationship intelligence, automation, and data enrichment to inform better, data-driven investment decisions.

If your team is looking for a platform that’s as easy to use as a spreadsheet but sophisticated enough to manage every stage of your deal flow pipeline—supported by relationship intelligence, automated capture of your “data exhaust,” data enrichment, and fully customizable, built-in reporting and analytics—choose Affinity. Talk to our team today to learn more.