Eliminating CRM data drudgery
Save your team hundreds of hours of manual work per year
Manual data entry processes can lead to incomplete and inaccurate CRM data, causing deal teams to distrust insights and activity in Salesforce. Affinity for Salesforce automates record creation and enrichment, saving over 200 hours of manual data entry per employee per year. This helps you find and close better deals, as the records are enriched with additional data and insights for every person you interact with.
Eliminate manual contact management
Affinity automatically creates and updates contact records in Salesforce by analyzing your team's emails and meetings. This saves deal teams over 200 hours of tedious data entry per employee per year. With automated Salesforce record creation, you no longer have to worry about missing important information or forgetting to log a person you've connected with.
Reliable relationship context that won’t slow you down
Overlooking previous interactions with a prospect or missing out on important notes from a previous meeting can jeopardize a prospect’s trust in you and your firm. Affinity for Salesforce helps you avoid this guesswork by capturing and displaying the entire history of a relationship. With automated activity capture, your entire team can confidently stay up-to-date with the latest developments in every relationship across your organization.
Access relationship and deal insights everywhere
With Affinity, you can stay focused on your deal process without having to switch back and forth between different data sources by accessing relevant insights directly in the tools you use every day. Whether you’re in Salesforce CRM, your email, or your browser, you can instantly see which members of your team have a connection with the person or company you're researching, view your team’s previous interactions with them, and access the data you need to make more educated decisions, faster.
Shift Sales into High Gear with Relationship Intelligence
Relationship intelligence is the fuel your sales engine needs. Why? B2B sales are in crisis: Cold calling and outreach are being rejected by buyers, marketing is less effective and budget constrained, and the path to decision makers is opaque (even with more sales tech). Relationship intelligence gives you context on how to get the most value from your company's shared network, helps you prospect via warm introductions, and ensures data is up to date and usable.
Why our customers love Affinity for Saleforce
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