With Intelligence for Salesforce
By With IntelligenceDashboards & Reports
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free to install
- Listed since
- 2024
About With Intelligence for Salesforce
With Intelligence data and intel for Salesforce
The app pushes With Intelligence manager and investor data into your CRM. Match or link your existing records and identify any new market opportunities.
Receive fresh updates from our platform direct to your CRM. This includes the latest intel related to the managers and investors and their activity, contacts and preferences.
Highlights
- New manager and Investor data
- Match Investors and Manager data with existing accounts
- Show Contacts related to Managers and Investors
- Show funds related to Managers and Investors
- Show recent news and activity with respect to the investors
Screenshots
Image 1 of 3
Pricing
Free to install.
Compatibility
- Works with
- Sales Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on January 3, 2024
- Industries
- Financial Services
- Languages
- English
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