Optimize Salesforce for account planning
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Don't let deals go unnoticed
- Unlock relationship insights to drive deals
Stop chasing bad leads and missing deals
- Surface insights and action on deals directly from in your everyday tools Stop constantly switching between tabs and tools
- Automate record and activity creation and enrichment
Stop wasting hundreds of hours on manual data entry every year
What is relationship intelligence from Affinity
Warm Introduction Paths
Boost deal closing rates by 25% with warm introduction paths. Automatically highlight the strongest connections within your organization to key stakeholders, unveil hidden connections, and advance deals more effectively.
Relationship History and Context
Affinity automatically syncs with your team’s email, calendar, and Salesforce activity data. Access the complete engagement history for companies and contacts, ensuring you never miss crucial context during prospect outreach.
Intelligent Data Enrichment
Enhance your contact and organization records with data enrichment. Stay up-to-date on crucial information such as title changes, organization headcount shifts, and other key factors, ensuring you never miss the best time to reach out.
Why does relationship intelligence matter to my deal teams
Salesforce offers the ability to capture prospect and deal activity. Still, it provides no visibility into the relationships and engagement that will close the deal faster—and your teams are often reluctant to use it because of data and usability concerns.
Affinity for Salesforce combines all the data from their email, meetings, and Salesforce events to build insights that guide them within Salesforce to the warm introduction that will close their deal 25% faster.
How automation increases deal efficiency
Additionally, we use all the data from their email, meetings, and Salesforce events to build a relationship graph and insights that guide them within Salesforce to the warm introduction that will close their deal 25% faster.
Finally, we make all these capabilities—CRM data automation, data enrichment, and relationship insights—available directly in the tools dealmakers use every day: directly in a browser as they review a prospect's website, when they reply to an email from them, and even when they are in a Zoom meeting.
All while giving you control of privacy, security, and compliance.
Relationship intelligence and automation driving deals
Financial services dealmaking has fundamentally changed with the end of cheap capital and reduced operational and IT budgets. Many firms are questioning whether they are getting a sufficient return from their CRM, deal data, and deal tool investments. Read our CRM Enhancement Guide to find out how to successfully increase Salesforce adoption across the team and maximize the value it can bring to your dealmaking.
Why our customers love Affinity for Salesforce
