Discovery Data MarketLink for Salesforce
Keep your data accurate and up-to-date, target new prospects directly in your Salesforce CRM
Tailor fields and settings to fit your Salesforce CRM.
Create new opportunities for your sales teams that are in your market.
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
Maintain accurate, Accounts, Contacts, and Leads through weekly updates
Create Target Audience to capture new BD and RIA firms and reps
One-click access to add your entire target market into your Salesforce
Capture Rep movement upon firm changes
Single Sign-On Access directly into Discovery Data MarketPro
End users can connect a single firm or rep using the Discovery Data Search button