Techvex for Salesforce
Automate data capture and unlock relationship insights for Private Capital in Salesforce
Capture team activity and uncover insights to accelerate and win better deals
Transform your Salesforce experience
Activity capture & record creation
Capture interactions and update Salesforce records automatically
Relationship intelligence
Uncover hidden connections and warm introduction paths
Data enrichment
Enrich records to make fast, confident deal decisions
Eliminate manual data entry with automatic activity capture
Save hundreds of hours by eliminating manual Salesforce updates. Techvex automatically captures all email communications and calendar meetings, creates and updates records, and maintains a complete database of your firm’s network, all natively within Salesforce. Your entire team’s activity is logged instantly, ensuring no interaction is missed!
Surface hidden connections to source better deals
Transform your firm’s collective network into a competitive advantage. Techvex analyzes communication patterns and interaction history to reveal relationship strengths, uncover warm introduction paths, and prevent crossed wires. This relationship intelligence helps you identify and act on the best opportunities within your network.
Accelerate deal evaluation with enriched private market data
Make faster, more informed investment decisions with automatically enriched Salesforce records. Access comprehensive firmographic, funding, and headcount data specifically relevant to private capital—without any manual research. Techvex aggregates data from over 40 trusted sources to provide the context you need in the tools you use every day: Salesforce, Chrome, and Outlook.
A platform designed for dealmaking
Customizing Salesforce for private capital
By customizing Salesforce, your team can make better deal decisions in less time.
Techvex for Salesforce in action
Watch this short demo video of Techvex for Salesforce.
Admin’s guide to maximizing Salesforce ROI
Strategies to improve CRM adoption and overall business impact.
A deep dive into relationship intelligence
Where it comes from, and how it gives your team a competitive advantage.
Maximize your Salesforce investment with Techvex
Find out why more than half of leading private capital firms already use Techvex to automate their workflows and unlock network intelligence.