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CB Insights for Salesforce

Get private market data on companies, deals, and more right in Salesforce

Overview

Append or add CB Insights data right into Salesforce. Track companies, trends, and trigger events with millions of data points about private tech companies, including their location, revenue, funding, investors, competitors, customers, and partners.

See How CB Insights for Salesforce Works

Always have fresh, accurate data - When you reach out to a company, you need to know that your intel on their investors, funding, and customers is right. Go into every call or meeting with the confidence that your data is fresh and accurate.
Discover new companies - Add new Accounts you find on CB Insights right into Salesforce with just a click.
Build a better pipeline - Use location, industry, investor and company momentum data to find the companies that are poised for growth and which match your ideal characteristics.

We equip sales, partnership, and investment teams to win more deals with data and expert analysis about private technology companies. “Relying on customizable access to data from CB Insights allows us to spend more time in areas where humans add value. We pull CB Insights’ data into our CRM, which allows us to narrow our focus to our top targets and to be far more efficient so our 10-person team can perform the work of dozens of people.” - Jason Mintz, Partner and CTO, MVP Ventures CB Insights for Salesforce displays private market data on companies, investors, deals, and more right in Salesforce. Track companies, trends, and trigger events you care about without manually keying in data. Add new Accounts you find on the CB Insights platform with a click. Enriching the account pulls that data into your environment, allowing you to conduct the analysis you need on your funnel. It’s the perfect tool for sales, partnerships, corporate development, and investors.