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Salesforce

Salesforce is a customer relationship management platform used to track accounts, contacts, and deal activity.

  • Overview

    Connecting Salesforce to AlphaSense brings your CRM records into the platform, so your team can search account history and pipeline data alongside 500+ million external documents, with existing permissions preserved.

  • Features

    Once connected, AlphaSense can:

    • Sync accounts, contacts, and opportunity records from Salesforce in real time
    • Surface CRM data alongside company and market research
    • Cite answers back to the specific Salesforce record they came from
    • Maintain existing Salesforce permissions and access controls

  • Benefits

    Connecting Salesforce means account and deal history become part of the same workflow as market research. Analysts and relationship teams can check what the firm already knows about a client against what is happening in the broader market.

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