PitchBook Plugin for Salesforce
By PitchBook Data, Inc.Finance
- Rating
- 2.8
- Reviews
- 5
- Pricing
- Free to install
- Listed since
- 2010
About PitchBook Plugin for Salesforce
This plug-in integrates PitchBook profiles, contacts and leads with SFDC
PitchBook is an independent and impartial research firm dedicated to providing premium data, news and analysis to the private equity, venture capital and M&A industries. As a specialty-focused information resource, PitchBook's core strength is its ability to meticulously collect, organize and analyze hard-to-find deal data. All our research is made available in the PitchBook Platform.
The PitchBook Plugin for Salesforce fully integrates with the PitchBook Platform and allows users to view, link and import data on over 2,900,000 people, 12,300,000 companies, 650,000 investors, 127,000 service providers and 64,000 limited partners directly into Salesforce.
This makes this PitchBook Plugin the perfect tool for business development and networking in the investment space with its automated integration of customized intelligence such as AUM, investment types and preferences, as well as detailed contact information for all your leads in the space.
PitchBook for Salesforce is available as an additional module to the PitchBook Platform. Pricing depends on firm size and number of users. Request a PitchBook Platform demonstration today by clicking on Get It Now!
Highlights
- Integrate contact details for over 2,900,000 people, 12,300,000 companies, 650,000 investors, and 127,000 service providers.
- Import customized data directly from PitchBook into your accounts.
- Quickly gather customized intelligence on people, companies, investors and service providers right in Salesforce or click through to the PitchBook Platform for a broader picture and additional functionality.
Screenshots
Image 1 of 5
Pricing
Free to install.
Compatibility
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on May 2, 2022
- Industries
- Financial Services
- Languages
- English
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