AFFINITY VS SALESFORCE
Is Affinity or Salesforce Sales Cloud right for your team?
Choosing a CRM for relationship-driven deal teams
Salesforce is the world’s largest customer relationship management (CRM). It’s designed to fit into any industry and integrate with a number of apps through its API. Salesforce’s tenure as the reigning, one-size-fits-all CRM solution has lasted for over 20 years, and its platform continues to evolve. Sales teams ranging from small businesses to mid-sized SaaS companies and international retail giants all use Salesforce.
A new type of intelligent CRM platform has emerged, however, that better meets the needs of teams looking for less transactional, more relationship-driven dealmaking solutions. Relationship intelligence CRMs allow users to track, manage, and expand their networks, making it easier to nurture the right connections, manage deal flow, and close quality deals faster.
Instead of a sales-based focus, which Salesforce and other traditional CRMs provide, relationship intelligence CRMs like Affinity focus on relationship building, efficient sourcing, and collaboration across the deal lifecycle.
With Affinity:
Unlock relationship intelligence capabilities across all license tiers.
Seamlessly enrich every company and contact profile with 40+ trusted data providers for private capital professionals.
Achieve accelerated time to value with faster implementation.
Affinity vs. Salesforce Sales Cloud
Single source of truth for your data
Organize and manage records, monitor deal sourcing, and track your team’s most valuable connections in a centralized CRM.
Relationship intelligence
Uncover high-impact relationships and gain actionable insights you need to close more deals.
Automated data capture
Instantly surface all historical interactions with people and companies from across your firm.
Data enrichment
Automatically enrich every company and contact profile with a dataset powered by Affinity and 40+ trusted sources, including PitchBook and Dealroom.
Keep your team up to date on industry trends
Combine proprietary CRM datasets and external data partners to enrich your records with industry-specific data.
Highly relevant data for deal sourcing
Discover the right opportunities with key market data and ensure you stay ahead of the competition.
Purpose-built for private capital
A CRM designed specifically for private capital, giving you the upper hand to manage your entire deal lifecycle with ease.
Integrate your tech stack with your CRM
Customize your software experience by integrating your most-used tools with your CRM.
Close deals on the go
Keep your deals in the palm of your hand with mobile apps for both iOS and Android devices with a cloud-based platform.
Scale private capital workflows
Access essential features for private capital at every license tier, ensuring your team has the necessary tools regardless of your team size.
Onboarding support
Expert onboarding helps your team go live fast and see value in days, not months
Ease of use
Navigate the CRM and complete tasks using an intuitive interface—no technical support required.
Security
Receive a dedicated CISO and security team focused on preventing, detecting, and responding to security threats across system operations.
Compliance
Rely on a system that meets certification against stringent global standards—including ISO 27001, ISO 27018, ISO 27019, ISO 27701, and SOC2 Type 2.
Constant vulnerability testing
Benefit from proactive CRM security measures that continuously identify and address potential weaknesses, helping safeguard sensitive customer information.