Affinity for Salesforce—Relationship Intelligence and Automation Driving Deals

Use automated activity capture, relationship insights, and inbox & browser extensions to drive deals

Affinity automates the creation and update of Salesforce records using inbox and calendar activities

Get a full view of every relationship across your firm with key insights you need to close deals

Create salesforce dashboards, reports, and triggers with relationship intelligence

Access enriched data in your account and contact records for superior reporting and qualification

Access and edit relationship data or create new records directly from your Gmail or Outlook inbox

Source, qualify, and prioritize deals faster with access to key CRM data directly in your browser

Quickly navigate prospect research, qualification, & outreach with access to CRM data on LinkedIn

Build workflows, triggers, and custom reports in Salesforce with relationship intelligence insights

Affinity scores every relationship, so you know who can make an introduction to a key decision-maker

Create dashboards that will help your team stay focused on high impact deal work

And qualify opportunities quicker by spending less time assembling data sources

Drive deals from your entire company’s network in Salesforce and the tools you use everyday

Transform your Salesforce into a strategic relationship tool that efficiently drives your deals