Make Your CRM Data Work for You. Not the Other Way Around.
What if your firm’s relationship network operated less like a static list of contacts…and more like a lever directly connecting you to the investment and funding opportunities you want?
4Degrees enables you to utilize your CRM data on Salesforce to Identify & build the key relationships that get you in the door and help you close your next big deal faster.
With 4Degrees at your fingertips, you can:
Find your “warmest” introduction to a company, expert, or investor with our relationship scoring
Don’t ever lose touch with key connections with recurring reminders and suggested relationship touchpoints
Get real-time alerts of recent news, funding announcements, and other important work updates that help you genuinely engage and build relationships with impactful people in your industry
Get Real-Time Accuracy From Your Salesforce Without Any Admin Work
Your team’s days of manually logging in emails, meeting notes, and calls into Salesforce are over.
With your permission, 4Degrees automatically pulls the emails, meetings, and any documents you want directly onto your Salesforce CRM. No expensive Salesforce plug-ins necessary.
Significantly reduce research efforts for your sourcing team.
Supplement all of your Salesforce company and contact data with up-to-date data enrichment from Crunchbase, Clearbit, Pitchbook and other third-party databases.
Supporting Deal Teams Throughout the Deal Lifecycle
“It's intuitive and more affordable than other deal flow management tools. Their pipeline management functionality is second to none. Additionally, their customer support is exceptional”
Set Up and Modify Your Data in Minutes
Changing fields, creating views, and generating reports can take hours in Salesforce. 4Degrees helps you do it without the confusing menus or thousands of dollars in professional fees.
Consolidate all of your lists on one platform
Create and save filtered views of companies, experts and investors down by particular industry, location, and more with the click of a button.
Instantly access and update your deal pipeline and key contacts with the 4Degrees mobile app
Manage Your Relationships, Deals, and LPs Straight From Your Inbox or Any Website.
Your inbox, LinkedIn, and the 50 other tabs opened in your Chrome browser. These are the places you work and where 4Degrees plugs in to enable you to create deals, save contacts, identify connections, make quick introductions, store documents, and so much more. All without ever switching screens or toggling between tabs.
Your Security Is Always Our Top Priority
4Degrees matches the level of security Salesforce provides and can replicate the same privacy settings you have set within Salesforce.
