What is data exhaust, and why should it matter to your investment team?
Data exhaust is background data produced from online interactions and activities. Learn how capturing and using this data can make you a better investor.
6 ways to strengthen your Salesforce data management
Optimize your firm's Salesforce data management with these 6 best practices. Learn how to improve data quality and use automation for better dealmaking.
Relationship management: Definition, process, and differences from relationship intelligence
Discover how relationship management systems help firms build stronger connections—CRM types, benefits, and why relationship intelligence drives better results.
Find out why adopting an AI-powered CRM is crucial for management consultants to stay ahead of industry disruption and maximize the value of their networks.
Independent reviewer finds Affinity for Salesforce transformative
Salesforce Ben, an independent review, explored the Affinity for Salesforce integration and found activity tracking that actually works—and so much more.
How I applied machine learning to my real-time network and built $600k of warm pipeline in 5 minutes
Affinity's AI technology offers a new way to prospect. Find out how tapping into the real-time network of your entire company can help build pipeline faster.
Five reasons Salesforce for Outlook users are transitioning to Affinity for Salesforce
Why are teams switching from Salesforce for Outlook to Affinity? Get relationship insights, unlimited storage, and automation that saves 200+ hours annually.
Why agencies need relationship intelligence to increase referrals
Marketing and PR agencies can use technology to assist them in managing and making use of their relationships. See how relationship intellignence can help.
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