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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Affinity provides the insight you need to grow your most important relationships and uncover untapped business opportunities. Its patented technology structures and analyzes billions upon billions of data points from your team's digital communications. Affinity helps teams manage their networks and increase deal flow by unlocking key decision-makers and autopopulating pipelines. Affinity also provides context to your contacts so that you can always see who has spoken to whom and why. Affinity is a tool that allows you to gain deeper insights into your network, and eliminate manual data entry in any industry that relies on building strong relationships.

Description

Provide each member of your sales team with the appropriate level of visibility to foster accountability and maintain the integrity of pipeline data. Instantly boost productivity across the board with user-friendly pipeline displays, roll-up summaries, and status indicators for various opportunities. Built directly on the Salesforce Lightning Platform, this solution ensures robust data security, quick deployment, and smooth integration with existing business workflows. Effortlessly track the movement of deals in and out of your pipeline, encompassing new opportunities, successful closes, lost deals, and adjustments. Summary calculations illustrate the fluctuations in total value, alongside all relevant data that contributes to the overall outcome. Easily delve into each individual deal to examine their changes without navigating through multiple windows, tabs, or clicks. Implement visual indicators in conjunction with numerical data to assess pipeline risk based on deal factors such as quantity, value, status, and timing. Moreover, assessing key information for specific deals allows for a deeper understanding of the context surrounding each transaction, enabling you to identify potential issues swiftly. This comprehensive approach not only enhances decision-making but also strengthens your overall sales strategy.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Appify
Causal
Ema
Eventbrite
FontAgent
Fundra
Google Drive
Lighthouse
Mesh
Microsoft Teams
PTC Implementer
PitchBook
Polytomic
Relay
The Swarm
Unified.to
VerityESG
Vessel
n8n

Integrations

Salesforce
Appify
Causal
Ema
Eventbrite
FontAgent
Fundra
Google Drive
Lighthouse
Mesh
Microsoft Teams
PTC Implementer
PitchBook
Polytomic
Relay
The Swarm
Unified.to
VerityESG
Vessel
n8n

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$20 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Affinity

Founded

2014

Country

United States

Website

www.affinity.co

Vendor Details

Company Name

Akoonu

Country

United States

Website

www.akoonu.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Product Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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