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With Intelligence for Salesforce

By With Intelligence

With Intelligence data and intel for Salesforce

No Ratings
Paid Add-On Required  

Payment required for external services or products

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Industries
Financial Services
Business Need
Sales
Marketing
Data Management
Requires
Sales Cloud
Compatible With
Sales Cloud

The With Intelligence Salesforce app allows you to integrate With data directly into your Salesforce instance.

Highlights

New manager and Investor data

Match Investors and Manager data with existing accounts

Show Contacts related to Managers and Investors

Show funds related to Managers and Investors

Show recent news and activity with respect to the investors

Provider Details

With Intelligence

Pricing Details

Paid Add-On Required

You must pay for a product or service that is external to Salesforce for this solution to work.

You will need to have a With Intelligence membership to access the With manager and investor data.