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Elevate Your Agents with AgentExchange Solutions

Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

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FactSet for CRM

Manage your entire book of business and gain actionable customer insights.

Overview

Boost your Salesforce platform using FactSet’s unique content and flexible data integration to gain efficiency and insights to better serve your customers.

See How FactSet for CRM Works

Elevate pipeline visibility with key company data, market research, and industry information to deliver exceptional client service, discover new opportunities, and streamline your workflows.
Connect your client records to FactSet identifiers for a fast and accurate understanding of your customers. Access best-in-class, proprietary content offerings that include core financial data, classifications, contact details, and more for 6M+ companies.
Enrich your source of truth and strengthen your CRM platform with FactSet's comprehensive content and analytics. Gain personalized insights that keep you up to date with the latest news, events, and market insights.

FactSet delivers superior content, analytics, and flexible technology to help you identify and capitalize on opportunities sooner. Use FactSet’s powerful Salesforce integration to gain deeper insights into each of your customers with an experience personalized to you.