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PitchBook Plugin for Salesforce

This plug-in integrates PitchBook profiles, contacts and leads with SFDC

Overview

The PitchBook Plugin for Salesforce is an add-on module for existing users of the PitchBook Platform to integrate PitchBook data directly into Salesforce.com, providing unparalleled intelligence on the private equity, venture capital and M&A industries.

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  • Integrate contact details for over 2,900,000 people, 12,300,000 companies, 650,000 investors, and 127,000 service providers.

  • Import customized data directly from PitchBook into your accounts.

  • Quickly gather customized intelligence on people, companies, investors and service providers right in Salesforce or click through to the PitchBook Platform for a broader picture and additional functionality.

PitchBook is an independent and impartial research firm dedicated to providing premium data, news and analysis to the private equity, venture capital and M&A industries. As a specialty-focused information resource, PitchBook's core strength is its ability to meticulously collect, organize and analyze hard-to-find deal data. All our research is made available in the PitchBook Platform. The PitchBook Plugin for Salesforce fully integrates with the PitchBook Platform and allows users to view, link and import data on over 2,900,000 people, 12,300,000 companies, 650,000 investors, 127,000 service providers and 64,000 limited partners directly into Salesforce. This makes this PitchBook Plugin the perfect tool for business development and networking in the investment space with its automated integration of customized intelligence such as AUM, investment types and preferences, as well as detailed contact information for all your leads in the space. PitchBook for Salesforce is available as an additional module to the PitchBook Platform. Pricing depends on firm size and number of users. Request a PitchBook Platform demonstration today by clicking on Get It Now!

Categories

Business Needs
Finance
Industries
Financial Services
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package