With Intelligence for Salesforce

by With IntelligenceSalesforceFreemium

Syncs With Intelligence manager and investor data, contacts, funds, news, and activity into Salesforce.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYData and integration
UPDATED ON MARKETPLACE
With Intelligence for Salesforce — screenshot from the Salesforce AppExchange listing

What it does

The app sends With Intelligence data about managers, investors, their activity, contacts, and preferences into Salesforce. Existing account records can be matched or linked to manager and investor data. The Salesforce view can include related contacts, funds, recent news, and activity.

Key capabilities

from the Salesforce AppExchange listing

Manager data sync

Imports manager information from With Intelligence into Salesforce.

Investor data sync

Imports investor information from With Intelligence into Salesforce.

Record matching

Matches or links manager and investor data with existing account records.

Related contacts

Displays contacts associated with managers and investors.

Fund relationships

Displays funds associated with managers and investors.

News and activity

Shows recent news and activity related to investors.

Use cases

  • A Salesforce account record can be linked to corresponding manager or investor data from With Intelligence.

How it compares

PipeLaunch provides people and company data for prospecting in Salesforce, while With Intelligence focuses on managers, investors, related funds, and investor activity. FactSet for CRM provides content and analytics about customers in Salesforce, whereas With Intelligence supplies manager and investor data with matching and linked account records.

NamePricingDeploymentUpdated
With Intelligence for Salesforcethis pluginFreemiumCloud
PipeLaunch: All‑in‑One People and Company Data Insights for Sales & RecruitingPaidCloud
FactSet for CRMPaidCloud

In the catalog

1,106 plugins in Salesforce Platform · Data and integration

Price distribution: 265 free, 166 freemium, 675 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Freemium

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What the vendor says

«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 …»

Official marketplace listing

Publisher
With Intelligence
Updated on marketplace
Facts verified