CRM

FactSet Announces FactSet for CRM on Salesforce AppExchange

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Clients will benefit from FactSet’s extensive public and private company information, flexible data integration, and client monitoring and prospecting tools directly within FactSet’s managed application in Salesforce
crm software

FactSet (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading services, today announced it has launched FactSet for CRM on Salesforce AppExchange, empowering clients to enhance pipeline visibility by enabling users to monitor news, company events, and other market intelligence notifications on current and potential clients. In addition to the FactSet for CRM managed application, FactSet can deliver data directly into clients’ instances of Salesforce via data feeds and APIs.

Integrated directly with Salesforce, FactSet for CRM is currently available on AppExchange at https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000MBZfQEAX .

FactSet for CRM 
Strengthen your CRM platform’s usage by integrating FactSet’s robust company information into your Salesforce environment. 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.

Comments on the News

  • “We are excited to be listed on Salesforce AppExchange, further expanding our open ecosystem that allows us to meet clients where they work,” said Goran Skoko, Executive Vice President, Head of Research & Advisory Solutions at FactSet. “Salesforce is a powerful CRM platform, and FactSet for CRM enriches client data with connected insights to drive more informed conversations.”
  • “FactSet for CRM is a welcome addition to AppExchange, as they power digital transformation for customers by providing users with financial market data and contextual insights within their Salesforce instance in the delivery method that works best for the user and their firm,” said Woodson Martin, GM of Salesforce AppExchange. “AppExchange is constantly evolving to connect customers with the right apps and experts for their business needs.”

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