FactSet for CRM for Sales & Marketing

Overview

Overcome information overload and filter out the noise with access to FactSet content, including StreetAccount news and FactSet Signals, with your CRM environment. Easily review company earnings transcripts to stay up to date on your clients' strategic objectives and enable users to facilitate meaningful conversations in meetings.

Enhance pipeline visibility and provide your client-facing teams with company data, industry information, and contact details to take their workflow to the next level. Link your client account records with FactSet identifiers to gain deeper client insights.

Easily integrate FactSet for CRM within Salesforce and Microsoft Dynamics.

Platform Coverage

Platform Details

FactSet for CRM delivers comprehensive company and market intelligence directly within CRM systems. FactSet for CRM is a managed, purpose-built application for Sales & Marketing users to power in-depth research and elevate client engagement. Strengthen your CRM platform by integrating FactSet’s deep content coverage. Benefit from data reliability, quality, and consistency, alongside increased workflow efficiency. Gain a cohesive view of your customers and drive personalized experiences with standardized data that can be easily accessed in Salesforce and Microsoft Dynamics.

Firm Information

FactSet creates data and technology solutions for investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. We combine our unique proprietary datasets, your in-house data, and third-party unstructured data to help you see and seize opportunity sooner.