S&P Capital IQ Salesforce Integration
Take advantage of Silverline’s expertise with CapIQ integrations to identify more opportunities with global financial data.
The S&P Capital IQ platform helps financial professionals analyze companies, find relevant prospects, analyze transaction history, and stay abreast of the latest market news to make informed decisions. The platform gives access to more than 65,000 public companies and 15 million public and private companies, covering nearly the entire global market.
With a CapIQ Salesforce integration, view their vast library of financial data directly within your CRM — making it easy to use for account-based management, pipeline generation, and deal marketing activities.
Benefits of the CapIQ Salesforce integration
Data and analytics for informed business intelligence
Enrich company data for accounts and contacts
Import, enrich, and refresh company data with a set of up-to-date financial information. This includes profiles of companies and people, subsidiaries and legal entities, investments, and industry classifications.
By integrating CapIQ financials, leverage Salesforce’s reporting engine to do deep analysis of market cap, revenue and EBITDA, debt and liabilities, credit risk, income and cash flow, and lots more.
Improve your sales and marketing outreach
Reach the right influencers and decision-makers by searching for executives within your target companies and coverage relationships. Save time on data entry by importing key people into Salesforce as Contacts or Leads.
You’ll also see CapIQ data about their bios, board assignments, past employment history, and contact details.
Augment your market intelligence
Stay on top of key developments within the market by syncing CapIQ news about M&A transactions, new board assignments, key market developments, headline news, and more.
Create a single pane of glass that increases productivity and intel through powerful alerts, notifications, and workflows.
Silverline can help you make sense of the S&P global market intelligence data
Silverline is a Salesforce consulting partner with over a decade of experience serving financial services organizations. We know how important it is for leading private equity firms, investment banks, and more to have a strong data management and integration strategy. Supercharge your market intelligence and company data with Salesforce integrations with financial datasets such as CapIQ, FactSet, Preqin, and Pitchbook.
Silverline’s professional services teams are here to help. Depending on your use cases, you may want data updating Salesforce fields or simply visible within your org. You may also want it updated nightly, hourly, and/or on-demand. Given our industry experience and technical expertise, Silverline can help you find the right fit and develop an integration that meets your needs.
We’re ready to help
Learn more about how Silverline can help you integrate S&P Capital IQ and Salesforce.