Salesforce App
With Intelligence Manager and Investor data in your Salesforce
With Intelligence for Salesforce
Access With Intelligence data alongside your existing data – enrich your existing data and
make more informed decisions.
Increase your coverage and reach new markets
Integrate With Intelligence Manager and Investor data alongside your existing data to ensure that you are working with the most accurate data. You set the criteria for matching, controlling what data to add and when.
See the latest intel alongside the data
See articles about your target accounts alongside your Salesforce data. Get instant access to your target firms challenges, latest opportunities and people moves.
What data is available
| Summaries | Location | Strategy | Contacts + Contact details | AuM | Articles | Investment Preferences | Mandates | Allocation breakdown | Cross company relational information | |
|---|---|---|---|---|---|---|---|---|---|---|
| Investors | ||||||||||
| Managers | ||||||||||
| Contacts |