Salesforce Enrichment includes the following features:
Access to Crunchbase.com
Find new accounts or resurface stale leads with search filters that reflect your personal Salesforce data along with Crunchbase’s extensive search filters such as funding data and company insights.
Seamlessly save accounts that you find on Crunchbase.com to your CRM to be enriched and updated automatically alongside the rest of your accounts
Push verified contacts as leads or contacts from Crunchbase to Salesforce, including fields like Name, Company, Title, Phone and Email.
50+ Live Crunchbase Data Fields
Receive automated daily or weekly refreshments - saving 20+ hours/month/rep on manual data entry. Create reports on any of the live CB data fields for your team (i.e. seed companies in AI who's lead investors are X,Y,Z with an employee size of 20-50, and have contacts available)
Growth and News Insights Fields
With access to Crunchbase API packages (Advanced Financials + Predictions and Insights) with Salesforce Enrichment, you will have Growth and News Insight fields in addition to the fields mentioned above. You will be able to add these fields into your Salesforce instance.
All Salesforce Enrichment fields and definitions are listed in this article: Crunchbase Salesforce Enrichment Mapped Fields
With Growth Insights, cut through the noise and surface companies showing strong momentum that merit prioritizing for investment, sales, or strategic analysis.
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Investors: Spot breakout companies before your competition and assess how they fit with your portfolio and appetite.
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GTM Teams: Prioritize high-fit ICP-aligned targets showing growth and boost lead scoring with real-time signals of momentum.
- Wealth / Asset Managers: Spot companies showing growth that could be tied to growth events or capital movement, to build targets and relationships early.
With News Insights, transform raw company news and article sentiment data into strategic, actionable insights - enabling faster research and decisions, so you can act at the right time and execute with personalization. Get updates on new offices, partnership announcements, product launches, leadership & HR changes, layoffs/restructuring, legal & regulatory proceedings, and awards & recognition.
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Investors: Detect risk or uncover opportunities early by monitoring shifts in public perception or key leadership changes.
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GTM Teams: Personalize outreach with timely context from milestones like product launches or partnership announcements.
- Wealth / Asset Managers: Quickly surface news on product or partnership changes, leadership shifts, and more that could indicate liquidity events.
Crunchbase Search Engine
Search the Crunchbase database within Salesforce and directly create new accounts or leads. Any accounts or leads created using the Crunchbase Classic Search will be automatically linked and enriched with Crunchbase data
Crunchbase iFrame
View key people, recent news, and round-by-round funding in an easy-to-read format (direct URLs to source material). Enrich and refresh accounts on Salesforce through the Crunchbase Search Engine or manually linking companies through the Crunchbase iFrame
Salesforce Workflows
Depending on your Salesforce use case, you can utilize Crunchbase data to build automated Salesforce workflows that can help you optimize and improve your current processes, for example:
1. Contextual prioritization of your prospects: Whenever a prospect has crossed a
the minimum threshold of funding or the company growth direction changes, have Salesforce automatically create a high-priority task for your team member to reach out.
2. Re-nurturing cold leads: When an old prospect has raised a new round of funding or they announced a recent product launch, create a task for your team member to check in with a congratulatory email.
3. Proactive Account Management: Create a task for your team to congratulate your current customers when they raise a new funding round, go public, or make a new acquisition.
CRM Trends Dashboard
Leverage your sales history and current pipeline to discover key characteristics of prospects that turned into pipeline or closed-won ARR.
The Crunchbase Trends Dashboard combines your CRM data and Crunchbase’s best-in-class proprietary company data to surface trends and provide actionable insights. Click here to learn more.
Teams Usage Dashboard
Understand how your team is using Crunchbase and the impact it has on your business goals.
The Crunchbase Usage Dashboard measures the quantity and value of closed-won, and total pipeline generated from Crunchbase-sourced opportunities. Click here to learn more.
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Looking to get the most out of Crunchbase? We recommend learning more about our Business and API plans.
With the Business plan, you can leverage scalable integrations and exports for your team. Conduct your own analysis with 5K data exports per month and gain exclusive access to CRM integrations, contacts and single-sign on to maximize team efficiency.
With the API, you can access live company data at scale with unlimited exports. Enrich your tools and build your products with proprietary company intelligence, including the full scope of predictions and insights data.
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