Affinity, a relationship intelligence platform, released Affinity Meetings, a new solution designed to deliver relationship intelligence data from Affinity CRM directly within Zoom to provide customer and prospect insights during sales meetings.
Affinity Meetings seeks to provide dealmakers with the information they need to align with their team on deal progress and save time during and after a meeting. Key features include:
- The ability to capture notes directly within the CRM during Zoom meetings;
- A virtual refresher at the top of each call; and
- Live access to historical meeting agendas and relationship context, including previous emails and meeting notes.
“Dealmakers and their teams can be slowed or miss out on deals because of lack of meeting preparation and coordination,” said Andy Bryson, SVP of Product at Affinity, in a statement. “Our goal is to provide the relationship insights our clients need to close their next deal. By providing on-demand access to relationship intelligence, the history of engagement with the firms they are meeting with and the ability to view, create and share notes, Affinity Meetings enables dealmakers to drive their deals forward faster.”