MANAGE DEALS EVERYWHERE YOU WORK

Drive deals outside of Salesforce with the tools you use every day

Access relationship context and modify or create Salesforce records without leaving your email, web browser, or LinkedIn

Closing deals in the tools you use every day

Dealmakers spend most of their time finding and progressing deals, attending meetings, emailing contacts, and researching their next opportunity. They don’t have time to move between browser windows and apps to manually copy data back to their CRM. 

Affinity for Salesforce delivers relationship, contact, activity, and deal insights into the tools you use to drive deals such as Gmail, Outlook, Google Chrome, and LinkedIn, and seamlessly connects back to Salesforce so critical data is always available to the whole team in their CRM.

Sourcing high-quality deals, faster

Quickly move through prospect research, qualification, and outreach to potential deals with access to people and company data and relationship insights as you browse through company websites and LinkedIn profiles. Seamlessly update your deals, pipeline, and notes, or create new contacts, accounts, and opportunities while ensuring synchronization with Salesforce, all directly from your browser.

Learn more

Update Salesforce in the flow of daily communication

Get caught up quickly with relevant relationships and deal context whenever you open an email or meeting invite with clients and prospects. Affinity for Salesforce provides the full history of interaction your team has had with the people and companies you are building deals with, alongside relationship insights, relevant notes, and actionable data.

Learn more

Connect Salesforce with your inbox and browser to boost productivity

Close deals faster with access to Salesforce in your email inbox and on prospects’ websites. Affinity extensions seamlessly connect Salesforce to Google Chrome, Gmail, and Outlook, so you can edit existing records, add relevant notes, and create new contacts, accounts, and opportunities without switching back and forth to Salesforce.

Learn more

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.

Download guide

Why customers love Affinity for Salesforce

“By making the day-to-day of our teams a little easier, Affinity goes a long way in making the experience for our entrepreneurs, founders, and larger network better, which goes far in helping Endeavor fulfill its mission as a whole.”
Sanjay Thapa
Senior Salesforce Administrator
Read case study

Interested in learning more?

Get an in-depth walkthrough and see how Affinity for Salesforce can help you close deals 25% faster.

Request a demo