FactSet for CRM
By FactSetDashboards & Reports
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $1,500 per user per year
- Listed since
- 2021
About FactSet for CRM
Manage your entire book of business and gain actionable customer insights.
FactSet delivers superior content, analytics, and flexible technology to help you identify and capitalize on opportunities sooner. Use FactSet’s powerful Salesforce integration to gain deeper insights into each of your customers with an experience personalized to you.
Highlights
- Elevate pipeline visibility with key company data, market research, and industry information to deliver exceptional client service, discover new opportunities, and streamline your workflows.
- Connect your client records to FactSet identifiers for a fast and accurate understanding of your customers. Access best-in-class, proprietary content offerings that include core financial data, classifications, contact details, and more for 6M+ companies.
- Enrich your source of truth and strengthen your CRM platform with FactSet's comprehensive content and analytics. Gain personalized insights that keep you up to date with the latest news, events, and market insights.
Screenshots
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Pricing
Paid, from $1,500 per user per year.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $1,500 per user | Yearly |
FactSet for CRM requires a minimum of 10 users per company and is included at no additional cost for existing FactSet Workstation users. Please reach out to FactSet for more details regarding FactSet for CRM and additional pricing information.
Compatibility
- Works with
- Experience Cloud
- Financial Services Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on September 22, 2021
- Industries
- Energy
- Financial Services
- High Tech
- Languages
- English
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