CRM Integration

Put your CRM on autopilot.

Data Warehouse
Put Your CRM on Autopilot
Data Warehouse

See which integration works best for you.

Simplify your daily CRM efforts with our out of the box and custom
data integration solutions. Discovery Data
works with a wide range of CRM
systems and in-house data repositories to fit our clients' needs.


Discovery DataLink
for Salesforce

An automated data integration app for
Salesforce that allows you to obtain detailed BD
and RIA firm and rep profiles on your records.


Learn More


Custom CRM

Connect your CRM system
or data
warehouse to Discovery
Data through
our API. Contact
us to learn more.


Contact Us

Take a quick tour of Discovery DataLink.

Understand Discovery DataLink with our brief video.

Watch Video

Calculate the value of
Discovery DataLink.

Use our interactive calculator to quickly determine the value of
Discovery DataLink based on your organization.

Calculate DataLink Cost Savings
Calculate DataLink Cost Savings

Discovery DataLink features that work for you.


Receive Weekly
Right in

Discovery DataLink connects
our BD and RIA firm and rep
profiles to Accounts, Contacts
and Leads with a CRD/ID.
Once linked, updates
take place weekly.


Keep Your

Any firms and reps
we have that meet your Discovery DataLink Audience Criteria and are not already in your CRM will be sent
to Salesforce.


View Profiles in
Data from

The Discovery Data
button takes you directly to a firm's
or rep's full profile in Discovery
Data to provide the most
current information.


Link and
in One Click

Eliminate manual data entry with the Discovery Data Search button. When a new or updated CRD/ID is applied using this feature data updates populate simultaneously.


Map Discovery Data fields
to Salesforce fields

Your Salesforce Administrator
will map and schedule updates
from Salesforce fields to Discovery Data fields.


Select from a long list of Discovery
Data fields for automatic or user approved updates.


Apply updates automatically, require user acceptance or a combination of both.


Quickly access updates for user acceptance on custom list views.


Review a side-by-side comparison of your data and Discovery Data updates.

Map Discovery Data Fields to Salesforce Fields

Use a Discovery Data indicator field to
determine which records have updates available






Update Available




Pending Link




Not Found

New Firms and Reps

Sit back and relax while we populate
new firms and reps

Discovery Data Audience Criteria allows Salesforce Administrators to populate new firm and rep records in Salesforce. Once your criteria is set any firms and reps Discovery Data has that meet your criteria and are not already linked in your CRM system can be added
to Salesforce.


See more information than
what is in Salesforce

View Discovery Data profiles in
Salesforce with one click.

Discovery Data Profile Button
Discovery Data Profile

Add or update records to populate data updates

Find firms and reps to update using the Discovery Data Search button.

Add or Update Records

Assist your team in using all app features
with 18 reports and 2 dashboards


Interested in Discovery DataLink?

Contact us to learn more or request a demo to see the app in action.


Contact Us


Calculate Discovery DataLink Cost Savings

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