Guide
Relationship intelligence and automation driving deals
Today’s economic climate requires financial services firms to source, qualify, and close deals quickly, and in alignment to their strategies. Macroeconomic pressures have also reduced operational IT budgets, causing firms to question their CRM’s ROI.
Affinity for Salesforce enables your deal team to navigate the changing economic landscape to find, manage, and close more high-quality deals through your Salesforce CRM.
Read and download this guide to learn how Affinity for Salesforce empowers firms to:
- Enhance your deal platform with relationship insights for improved deal flow and pipeline.
- Save 300+ hours each year in manual data drudgery with automated Salesforce record creation and enrichment
- Integrate deal and relationship insights directly into the tools your deal team uses every day
- Increase the ROI of your Salesforce CRM and deal data investments with increased usage, automation, and greater data integration efficiency
"Implementation was really easy. We were able to start using the platform straight away."
"Having a well-defined, clean, golden source data set is more important in the age of AI. That's a lot of the benefit we're seeing from Affinity."
"It's night and day. We are way more organized when it comes to relationships. We've won a good amount of deals we wouldn't have won if we hadn't changed over to Affinity."
