• by Ray Schultz , 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.