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FactSet for CRM

By FactSet

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

No Ratings
Starting at $1,500   USD/user/year
Try It
Industries
Energy
Financial Services
High Tech
Business Need
Sales Intelligence
Dashboards & Reports
Data Cleansing
Requires
Sales Cloud
Compatible With
Experience Cloud
Financial Services Cloud

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

Highlights

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.

Provider Details

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to over 7,500 global clients, including over 185,000 individual users. Clients across the buy-side and sell-side as well as wealth managers, private equity firms, and corporations achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P500, we are committed to sustainable growth and have repeatedly scored 100 on the Human Rights Campaign® Corporate Equality Index and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on Twitter and LinkedIn.

Pricing Details

FactSet for CRM requires a minimum of 10 users per company and is included at no additional cost for existing FactSet Workstation users. Please reach out to FactSet for more details regarding FactSet for CRM and additional pricing information.

Default Plan

$1,500 USD/user/year

Lowest Starting Price