Staff Support
What is A4S?
Affinity for Salesforce enhances Endeavor’s pipeline and relationship management on Salesforce. It provides intelligent engagement insights, visualizations, and recommendations to help deepen our understanding of network relationships. With A4S, Endeavor teams can make data-driven decisions through its relationship insights and data enrichment capacities. Its features maximize staff productivity, ultimately driving a better experience for our entire network.
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<img src="/icons/map_green.svg" alt="/icons/map_green.svg" width="40px" /> Table of Contents
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<img src="/icons/push-pin_red.svg" alt="/icons/push-pin_red.svg" width="40px" /> Quick Links/Resources
Affinity Resources DB
🎥 WEBINAR RECORDING → Password 🔐: &93gmtkV
🔍 A4S DECK
🎧 Podcast about Affinity and Endeavor
Success Stories from A4S
🤔 Questions? Contact @Sanjay or join our #Slack channel here.
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💌 Email & Calendar Sync
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<img src="/icons/invitation_blue.svg" alt="/icons/invitation_blue.svg" width="40px" /> Email & Calendar Sync Overview
- How do I set this sync up, and what is synced?
Value Prop & Workflows to test:
- True view of Stakeholder Engagement: Logging meetings and email interactions have historically been a pain in SF, the A4S sync is automated for both emails & calendars so teams can see the most up-to-date engagement stats. This does not replace the Meetings we log, but it greatly compliments it!
- Easily determine best/new point of contacts: A4S has a proprietary connections & relationship strength algorithm, which can provide Endeavor teams to quickly source warm introductions/get support from the right Account Manager in different markets.
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<img src="/icons/invitation_blue.svg" alt="/icons/invitation_blue.svg" width="40px" /> Email & Calendar Sync Resources
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🔍 Affinity Pathfinder
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<img src="/icons/tabs_purple.svg" alt="/icons/tabs_purple.svg" width="40px" /> Affinity Pathfinder - Browser Extension -
Download the Browser Extension here.
Value Prop & Workflows to test:
- Pipeline & Network Data Enrichment: View automatically surfaced data points next to websites and LinkedIn profiles to assess companies and people.
- Please use the Pathfinder to view additional data on people/companies you are researching.
- Create & Update Salesforce Records: The extension surfaces existing SF Data on companies/people you are looking at and enables quick updates. If a record does not exist in SF, you can add it in just a few steps!
- Please use the Pathfinder to create or update Account and Contact records in Salesforce. Ex. a new mentor you want to onboard, or an entrepreneur candidate ready for a FOR.
- Quickly add Affinity Notes: Affinity notes are a user-friendly way to store key qualitative insights on our network. The Pathfinder has a button that allows you to quickly add a note to existing records!
- Please test it out by adding notes to people/companies you are researching.
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<img src="/icons/tabs_purple.svg" alt="/icons/tabs_purple.svg" width="40px" /> Pathfinder/Inbox Resources
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🧠 Affinity Data Enrichment
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<img src="/icons/brain_green.svg" alt="/icons/brain_green.svg" width="40px" /> Data Enrichment: Accounts & Contacts
- Which Accounts will get Data enrichment?
- Which Contacts will get Data enrichment?
Value Prop & Workflows to test:
- For EX - Selection: Please assess the Account & Entrepreneur data enrichment capacities for your office's top 10-15 pipeline companies
- For EX - Servicing: Please assess the Account & Entrepreneur data enrichment capacities for your portfolio companies
- For Mentor Network & others: Please assess the Contact data enrichment capacities on your office’s Active Endeavor Mentors/Board Members
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<img src="/icons/brain_green.svg" alt="/icons/brain_green.svg" width="40px" /> Data Enrichment Resources
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📶 Relationship Intelligence
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<img src="/icons/info-alternate_yellow.svg" alt="/icons/info-alternate_yellow.svg" width="40px" /> Relationship Intelligence
- What is Affinity Relationship intelligence?
- What are Affinity Activities?
- What are Affinity Connections?
- What are Affinity Relationship Scores?
Value Prop & Workflows to test:
- Automated Network Mapping - A4S will automatically map and assess our entire organization's network using the email/calendar sync functionality. Every interaction is then analyzed to establish the strength and nature of the relationship between our network + staff, generating insights on every EE/Mentor, etc.
- Identify warm intros/points of contact - when viewing an account/contact in Salesforce, A4S provides a relationship score based on all synced engagements, which can then give context on who knows a person/company best.
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🔖 Affinity Notes