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PitchBook Plugin for Salesforce
by PitchBook Data, Inc.SalesforceFreemium
View, link, and import PitchBook data about people, companies, investors, and service providers in Salesforce.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
The plugin connects Salesforce with the PitchBook Platform. It lets users view and link PitchBook data about people, companies, investors, service providers, and limited partners. Users can import contact details and customized information, such as assets under management, investment types, and preferences, into Salesforce. The plugin also provides a link to the PitchBook Platform for additional functionality.
Key capabilities
from the Salesforce AppExchange listingView PitchBook data
View information about people, companies, investors, service providers, and limited partners in Salesforce.
Link records
Link PitchBook data with Salesforce records.
Import customized data
Import PitchBook information, including contact details and customized intelligence, into Salesforce accounts.
In the catalog
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Freemium
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What the vendor says
«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 …»
Official marketplace listing
Marketplace
Publisher
PitchBook Data, Inc.
Updated on marketplace
Facts verified