CB Insights for Salesforce
By CB Insights
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $5,000 per company per year
- Listed since
- 2022
About CB Insights for Salesforce
Get private market data on companies, deals, and more right in Salesforce
We equip sales, partnership, and investment teams to win more deals with data and expert analysis about private technology companies.
“Relying on customizable access to data from CB Insights allows us to spend more time in areas where humans add value. We pull CB Insights’ data into our CRM, which allows us to narrow our focus to our top targets and to be far more efficient so our 10-person team can perform the work of dozens of people.” - Jason Mintz, Partner and CTO, MVP Ventures
CB Insights for Salesforce displays private market data on companies, investors, deals, and more right in Salesforce. Track companies, trends, and trigger events you care about without manually keying in data. Add new Accounts you find on the CB Insights platform with a click. Enriching the account pulls that data into your environment, allowing you to conduct the analysis you need on your funnel.
It’s the perfect tool for sales, partnerships, corporate development, and investors.
Highlights
- Always have fresh, accurate data - When you reach out to a company, you need to know that your intel on their investors, funding, and customers is right. Go into every call or meeting with the confidence that your data is fresh and accurate.
- Discover new companies - Add new Accounts you find on CB Insights right into Salesforce with just a click.
- Build a better pipeline - Use location, industry, investor and company momentum data to find the companies that are poised for growth and which match your ideal characteristics.
Screenshots
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Pricing
Paid, from $5,000 per company per year.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $5,000 per company | Yearly |
The CB Insights integration for Salesforce is available as an additional purchase to the CB Insights platform. Pricing depends on the breadth and depth of data. Click “Get It Now” to request a demo.
Compatibility
- Requires
- Sales Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on September 28, 2022
- Languages
- English