PitchBook Salesforce Integration: Why Firms Are Going for It

Data is the backbone for any company from any industry sector, making it efficient for teams to evaluate it to make informed decisions and improve operational efficiency. In the financial services sector, it can become increasingly difficult to work with and manage sensitive finance related information due to which, they count on PitchBook to handle it. But, to make it more efficient, firms are now syncing their Salesforce CRM with PitchBook. By PitchBook Salesforce integration, firms are improving operational efficiencies, easily handling data, and evaluating it to personalized customer engagement and experience.
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