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With Intelligence for Salesforce

With Intelligence data and intel for Salesforce

Overview

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

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  • 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

The app pushes With Intelligence manager and investor data into your CRM. Match or link your existing records and identify any new market opportunities. Receive fresh updates from our platform direct to your CRM. This includes the latest intel related to the managers and investors and their activity, contacts and preferences.

Categories

Business Needs
Sales
Marketing
Data Management
Industries
Financial Services
Personas
Administrator
Business User
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Managed Package
Lightning App Builder
Salesforce Mobile