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FactSet Announces FactSet for CRM on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace

Published: 2022-07-20 12:00:00 ET

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

NORWALK, Conn., July 20, 2022 (GLOBE NEWSWIRE) -- 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.”

About Salesforce AppExchange Salesforce AppExchange, the world’s leading enterprise cloud marketplace, empowers companies, developers, and entrepreneurs to build, market, and grow in entirely new ways. With more than 7,000 listings, 10 million customer installs, and 117,000 peer reviews, AppExchange connects customers of all sizes and across industries to ready-to-install or customizable apps and Salesforce-certified consultants to solve any business challenge.

Additional Resources

Like Salesforce on Facebook: http://www.facebook.com/salesforce
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Become a fan of FactSet: https://www.facebook.com/FactSet
Follow FactSet on Twitter: https://twitter.com/FactSet

Salesforce, AppExchange, and others are among the trademarks of salesforce.com, inc. About FactSet FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior content, analytics, and flexible technology to help more than 170,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions, with the distinction of having been recently added to the S&P 500, and repeatedly scored 100 by the Human Rights Campaign® Corporate Equality Index for our LGBTQ+ inclusive policies and practices. Subscribe to our thought leadership blog to get fresh insight delivered daily at insight.factset.com. Learn more at www.factset.com and follow us on Twitter: www.twitter.com/factset .

Media Contacts:

Bénédicte Godet Crochet FactSet+33 (0) 6.01.02.57.82benedicte.godet@factset.com

Megan KovachFactSet +1 (512) 736-2795 megan.kovach@factset.com

Source: FactSet Research Systems Inc.

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Performance results were prepared by Enhanced Investments, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Account holdings are for illustrative purposes only and are not investment recommendations. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
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Certain investments are not suitable for all investors. Before investing, consider your investment objectives and applicable fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Information provided by Enhanced Investments is for informational and general educational purposes only and is not investment or financial advice.

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Performance results were prepared by Enhanced Investments, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Account holdings are for illustrative purposes only and are not investment recommendations. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
All statements made via social media sites sponsored or maintained by Enhanced Investments and its affiliates are for informational purposes only and do not constitute a comprehensive description of Enhanced Investments' investment advisory services.
Certain investments are not suitable for all investors. Before investing, consider your investment objectives and applicable fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Information provided by Enhanced Investments is for informational and general educational purposes only and is not investment or financial advice.