Is Affinity or Microsoft Dynamics 365 right for your team?
Choosing a CRM for relationship-driven teams
Microsoft Dynamics is a big brand customer relationship management (CRM) platform, providing intelligent business applications to many leading companies across the globe. Sales and marketing, service, finance, and supply chain teams use Dynamics to track and close deals, reduce costs, and improve service.
A new type of intelligent CRM has emerged, however, that better meets the needs of teams looking for less transactional, more relationship-driven dealmaking solutions. Relationship intelligence CRMs support improved relationship building, allowing users to track, manage, and expand their networks—so firms can manage deal flow easier and close quality deals faster. Instead of a sales-based focus, as Dynamics and other traditional CRMs provide, relationship intelligence CRMs like Affinity focus on relationship building, efficient sourcing, and collaboration in complex deal management scenarios.
Relationship intelligence
Automated data capture
Data enrichment options
Affinity vs. Microsoft Dynamics 365
Single source of truth for your data
Relationship intelligence
Automated data capture and enrichment
Track all of your deal and relationship data in one place
Use a single platform to keep track of every detail about your connections, relationship strength, ongoing activities, and deals.
Dealmaking with richer insights
Combine proprietary CRM datasets and external data partners to enrich your records with data that is directly relevant to making faster, more educated dealmaking decisions.
Gain new insights into your network with relationship intelligence
Confidently find warm introduction paths and increase the outreach of your engagement efforts with insights into your firm’s entire network of connections, and engagement history to help find, manage, and close more deals faster.
Capture your deal and relationship data automatically
Ensure the data that you need is captured.
Score your relationships
Assess relationship scores based on real time interactions to find new warm introductions to the highest quality deals across your firm’s shared network.
Retain your team’s contact history
Surface every interaction your team has had—dating back to the start of their inboxes—so you have a more complete picture of historical relationship context.
Tie your tech stack to your CRM
Customize your software experience by integrating your most-used tools with your CRM platform.
Organize and manage your records
Track your team’s most valuable connections in a centralized CRM.
Automate contact and company creation
Create contact and company profiles directly from inbox and calendar data.
Decrease time to value
Deploy your entire CRM platform rapidly–sometimes in as little as 72 hours.
Onboard quickly
Focus on driving opportunities, not learning or teaching others to use a complex system.
Customize your CRM experience
Easily make changes to your user experience to customize your deal management workflows without needing external support.
Frequently Asked Questions
Why our customers love Affinity
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