In the fast-paced world of financial services, staying ahead requires a deep understanding of your clients and access to accurate, comprehensive data. Salesforce CRM is a leading customer relationship management platform that empowers financial services professionals to build strong client relationships and drive business growth. By integrating Salesforce CRM with Discovery Data, a trusted provider of comprehensive financial industry data, you can unlock a wealth of information to enhance your sales and marketing efforts. In this blog post, we will explore the benefits and possibilities of integrating Salesforce CRM with Discovery Data.

Access to Extensive Financial Industry Data:
Integrating Salesforce CRM with Discovery Data brings a wealth of financial industry information directly into your CRM system. Discovery Data offers a vast database of contacts, including financial advisors, registered representatives, institutions, and more. By seamlessly integrating this data with Salesforce, you gain a comprehensive view of your target market and can identify new prospects, uncover potential cross-selling opportunities, and make informed decisions based on up-to-date information.

Streamlined Prospecting and Lead Generation:
Discovery Data integration enhances your prospecting and lead generation efforts by providing accurate and relevant data. With Salesforce CRM, you can leverage the rich information from Discovery Data to segment your target audience based on criteria such as geography, specialty, AUM (assets under management), and more. This enables you to create targeted marketing campaigns, deliver personalized messages, and engage with prospects in a more meaningful way. By leveraging the combined power of Salesforce and Discovery Data, you can streamline your prospecting efforts and focus on high-value opportunities.

Enhanced Client Relationship Management:
Successful client relationships are built on understanding and anticipating client needs. By integrating Salesforce CRM with Discovery Data, you can gain valuable insights into your existing clients. The integration allows you to access information such as contact details, employment history, credentials, and affiliations directly within Salesforce. This helps you understand your clients better, provide personalized service, and identify opportunities to deepen client relationships. With a complete view of your clients’ financial landscape, you can proactively address their needs and deliver a superior client experience.

Real-Time Data Updates:
Keeping data accurate and up to date is critical in the financial services industry. Discovery Data integration with Salesforce CRM ensures that you have access to the most recent information available. The integration allows for seamless synchronization between the two systems, enabling real-time updates. This means that as Discovery Data updates its database with new information or changes in the financial industry landscape, your Salesforce CRM will automatically reflect those updates. This ensures that you are working with the latest information, enabling you to make informed decisions and take prompt action.


Integrating Salesforce CRM with Discovery Data brings together two powerful tools to supercharge your financial services operations. With access to comprehensive financial industry data, streamlined prospecting and lead generation, enhanced client relationship management, and real-time data updates, you can gain a competitive edge in today’s dynamic market. Whether you are a financial advisor, wealth manager, or part of a financial institution, the integration of Salesforce CRM and Discovery Data empowers you to make data-driven decisions, build stronger client relationships, and drive business growth. Take advantage of this powerful combination and unlock new opportunities for success in the financial services industry.