Discovery Data MarketLink for Salesforce
Keep your data accurate and up-to-date, target new prospects directly in your Salesforce CRM
CUSTOMIZE
Tailor fields and settings to fit your Salesforce CRM.
TARGET
Create new opportunities for your sales teams that are in your market.
ENRICH
Ensure your Accounts, Contacts, and Leads are always up to date.
Tailor your Integration
Our managed app is fully integrated with Salesforce, enhances workflows, and keeps records with the most up-to-date data.
Features that work for you.
Streamline your workflow and empower your sales and marketing teams
1
Maintain accurate, Accounts, Contacts, and Leads through weekly updates
2
Create Target Audience to capture new BD and RIA firms and reps
3
One-click access to add your entire target market into your Salesforce
4
Capture Rep movement upon firm changes
5
Single Sign-On Access directly into Discovery Data MarketPro
6
End users can connect a single firm or rep using the Discovery Data Search button