Affinity for Salesforce—Relationship Intelligence and Automation Driving Deals
Close deals 25% faster with Affinity’s relationship insights and automation
Overview
Affinity automatically creates, updates, and enriches Salesforce records and extends these insights into your email & browser. Additionally, Affinity accelerates deals by delivering relationship insights to help uncover warm intros and new opportunities.
See How Affinity for Salesforce—Relationship Intelligence and Automation Driving Deals Works
Avoid data drudgery with automatic detailed activity capture, record creation, and data enrichment
Source and close more deals with relationship intelligence that helps you navigate your company’s network of relationships with external accounts
Increase productivity with extensions that enable dealmakers to access and manage deal data and relationship insights directly from their inbox and web browser
Build reports and dashboards natively in Salesforce using captured data and insights
Use Affinity’s pre-built Salesforce dashboards to better understand your pipeline and team performance
Affinity is the AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle. Trusted by more than 3,300 private capital firms, Affinity helps investment teams find deals sooner, move with greater conviction, and build an intelligence layer that compounds over time.
Categories
- Business Needs
- Sales IntelligenceSales ProductivityEmail & Calendar Sync
- Industries
- Financial ServicesProfessional Services
- Personas
- AdministratorBusiness Operations ManagerExecutive
- FeaturesLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Editable CodeThis product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.Salesforce MobileSupports Salesforce for iOS and Android.
- Lightning ReadyEditable CodeSalesforce Mobile