ExecAtlas for Salesforce

Incredible Tool to Discover Relationships and Drive Deals

ExecAtlas enables our client's innovative financial services firms to quickly see a ‘who knows who’ view from any of their relationships, opening up an incredibly valuable avenue to drive deal-flow and revenue. This data gives our team's a competitive advantage for building relationships earlier and doing less manual research. Great interface in Salesforce.

Critical for mapping warm intros

Equilar has proven instrumental in helping private equity and investment banking groups map their deal network, time and time again showing interconnections that leads to competitive deal insights.

Discover hidden connections in your exec network

At Auditoria.AI, we equip our sales team with the right tools for prospecting, and Equilar ExecAtlas is an indispensable addition to our stack. For more than 20 years, Equilar has built a reputation for unmatched data quality and ease of use, and ExecAltas lives up to the high standard Equilar clients have come to expect. Our sales team now has a unified view into executive and board connections that no other tool can provide. Consider Equilar ExecAtlas as the secret weapon in your sales prospecting arsenal.

ExecAtlas: Relationship Manager by Equilar

Are you responsible for Sales? Fundraising? Marketing? Recruiting? Then you must subscribe to ExecAtlas. This data driven, simple to use App provides relationship links to your existing contacts as well as relationship links to contacts you desire. Further, as contacts update their everchanging roles, ExecAtlas syncs these changes before most even knew a change occurred. Thank you Equilar for bringing this App to Salesforce.

If you're not leveraging your relationships you're missing out!

Some say that cash is king, but I would argue relationships are more valuable. With Equilar take advantage of "who knows who" as well as shorten the sales cycle and accelerate revenue. With real time intel in Salesforce, you can save time (and money) by having reps focus on the relationships that will move their pipe forward.

ExecAtlas Maximizes Performance and ROI on CRM Investments

At Saggezza, our mission is to ensure our clients have the platforms and systems in place to fully leverage Salesforce for success. Critically important to this effort, is helping our clients get their arms around the mountain of data to drive better insights and opportunities to close new business. ExecAtlas provides our clients the most advanced technology and data to identify immediately where there are network connections to C-Suite decision makers who can influence positive outcomes, ultimately increasing ROI.

Excellent app to discover relationships & drive data insights

Very impressive app from a great team! Using ExecAtlas, we are able to combine the practical value of a CRM with data about relationship & market data insights. This allows us to map the relationships we have with what Equilar knows about their broader relationship graph: other board members, officers, executives, and influencers. This helps us to uncover new relationships, drive business development, and provide tools to our internal stakeholders to help power the next - more diverse - generation of corporate governance. The managed sync helps us keep our data clean, and provides a great foundation for our Enterprise Relationship Management (ERM) program so we can stay in close contact with the relationships that matter most to our business.

Key tool for nonprofit fundraising & cultivating relationships

ExecAtlas has allowed us to quickly discover relationships and make connections between our board members, major donors, foundations, and companies that we want to cultivate relationships with for program support and development! It's easy to get set up with and use - Equilar has been responsive to our questions and concerns - and the sync runs seamlessly in the background. It has also saved us time going through LinkedIn contacts one by one to discover whom we know and how we know them!

Excellent platform for discovering prospect relationships

Equilar ExecAtlas has been a crucial part of our go-to-market strategy. We've used it to understand the relationships that our investor, advisors and executives have with our target enterprise accounts. This has been impactful in getting those first meetings set and finding new opportunities. It's easy to use and implement.

Key for wealth managers

ExecAtlas provides critical relationship data that you simply can't get from other sources like social media or our own rolodexes. Over the years, it's easy to collect hundreds or thousands of contacts that could potentially introduce you to other individuals who may have shares vesting or equity events in the near future. This type of data is crucial for wealth managers (especially those who work with HNW individuals).