Preqin Salesforce Integration
Improve efficiency and accuracy by populating information from the alternative asset industry’s leading data source.
Preqin provides data and insights on the alternative assets markets to fund managers, investors, investment consultants, placement agents, third-party marketers, and more. It’s a leading source of data that financial professionals rely on to read the market and make crucial decisions on a daily basis.
Whether large or small businesses, many financial institutions also use Salesforce CRM for their fundraising, pipeline management, and portfolio management activities. With a Salesforce Preqin integration, you can access Preqin data within your Salesforce org and leverage it seamlessly within your workflows.
Benefits of integrating Preqin and Salesforce
Enriched CRM data
Save valuable time on data entry by easily populating critical data into accounts and contacts.
Enable your investment professionals to see relevant information all in one place and mine Preqin for new contacts and investment targets.
Improved efficiency
Create more efficient fundraising and investment processes by leveraging Preqin market data.
Prevent wasted time application-switching between Salesforce and Preqin.
Increased data accuracy
View real-time market data in Salesforce.
Leverage powerful Salesforce analytics and search tools to report on funds, portfolio companies, and other details about investors and asset classes.
See it in action
Silverline partners with EasyAPI to bring you data from Preqin and other sources into Salesforce in an accessible way. Through Lightning Page Components, you can easily view Preqin data on Account records, for example, and simply click to populate data to the record. You can also schedule batch jobs within Salesforce to update data on a regular basis.
You can see for yourself with this Preqin and Salesforce integration demo via EasyAPI.
Why choose Silverline?
Silverline is a Salesforce consulting partner with over a decade of experience helping financial services firms digitally transform and improve their processes. We understand how important it is for private equity firms, hedge funds, and other capital markets organizations to be able to leverage data from sources such as FactSet, Preqin, Pitchbook, and CapIQ within Salesforce.
We’ve integrated Preqin for other organizations and would love to do it for you as well. Through our combined industry and technology expertise, we can develop a solution that fits best practices within your industry and also meets your unique needs.
We’re ready to help
Learn more about how Silverline can help you integrate Preqin and Salesforce.