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S&P Capital IQ Salesforce Integration

Identify more opportunities with global financial data at your fingertips.

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.

S&P Capital IQ

Benefits of the CapIQ Salesforce integration

Data and analytics for informed business intelligence

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.

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We’re ready to help

Learn more about how Silverline can help you integrate S&P Capital IQ and Salesforce.

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