New relationship insights to help you accelerate deal flow
Confidently make better decisions with insights you haven’t had access to before
Affinity and Salesforce’s seamless integration allows you to access always up-to-date relationship, deal, and activity insights in Salesforce (as well as your everyday tools like email and web browser). You can also manage deals and relationships more intelligently by building automated workflows, triggers, and custom reports in Salesforce with Affinity’s relationship intelligence insights and proprietary data enrichment.
Incorporate relationship intelligence
Improve your deal process and gain valuable insights into your relationships and opportunities with Affinity for Salesforce. By analyzing your firm's interactions through email, calendar data, and Salesforce activities, Affinity will help you identify every connection your organization has with external individuals and companies, track the complete engagement history of those relationships, and measure the strength of each connection. This information will enable you to identify warm introductions to prospects, collaborate with team members to move deals forward, and close deals faster.
Add triggers for new insights
Manage every relationship and deal more effectively with Affinity's relationship intelligence insights integrated into your Salesforce workflows. You can consistently stay top-of-mind with key relationships by setting reminder triggers when a relationship score drops below a specific threshold or when critical company insights change, providing a relevant reason to spark up a good conversation.
Analyze your dealmaking more deeply
Keep your deals moving forward by incorporating metrics like employee growth, team activity, relationship scores, and more into your Salesforce reports. Accurately analyze with confidence that you’re focusing your resources on the right deals and staying on top of important relationships.
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 customers love Affinity for Salesforce
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