Affinity Launches Dealmaking Tool On Salesforce AppExchange


Affinity Launches Dealmaking Tool On Salesforce AppExchange



by , April 11, 2023

B2B dealmakers have a new tool for managing and closing deals: Affinity has launched Affinity for Salesforce on Salesforce AppExchange. 


The goal is to provide teams with “access to automatically generated relationship insights in the tools they use every day — whether it’s their Salesforce instance, email app, or even a web browser–empowering them with the information they need to find, manage, and close more deals,” says Ray Zhou, co-founder and co-CEO at Affinity. 


Users can access and update Salesforce records throughout the deal-making workflow regardless of whether they are researching a person or company when visiting a website or LinkedIn page or interacting with them over email, Affinity claims.


In addition, Affinity says that the new integration helps users: 



  • Source and close more deals with relationship insights 
  • Avoid data drudgery with automation 
  • Increase CRM adoption and work on deals more efficiently with extensions.

Also, Affinity for Salesforce “accelerates business transformation for customers by providing deal teams with up-to-date intelligence about their relationships to better understand their business and deals,” says David Lee, vice president of product management, AppExchange.


 


 


Users can manage and close deals with Affinity for Salesforce, the company says.

 

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