What can you do with wealthengine?
The industry's most accurate & actionable wealth intelligence is now delivered to you right in Salesforce. Get a 360 view of your prospects including Wealth, Demographic, Real Estate, Contact & Giving insights helping you convert more leads into revenue. Elevate your prospect research with WealthEngine.
How do I use wealth insights in Salesforce?
» Import wealth insights with a seamless, one-click experience directly in Salesforce, one at-a-time or in bulk of up to 100K records. » Add data on charitable giving, demographics, real estate, wealth, and more - 3-4x more than other providers. » Screen a list of records with a click of a button from within a Salesforce campaign.
Why wealthengine for fundraising?
For more than two decades, WealthEngine has provided wealth intelligence solutions to help fundraising, marketing and business development professionals create strategies to extend their reach and build their prospect pipeline. Our track record of success spans across 21+ years, 3,700+ clients and millions of fundraising dollars raised.
What are the benefits of Salesforce integration?
Remove the guesswork from sales, marketing, and fundraising. Seamless integration means that your team spends more time talking to the right people and less time on admin tasks. » Import wealth insights with a seamless, one-click experience directly in Salesforce, one at-a-time or in bulk of up to 100K records.
What is WealthEngine in Salesforce?
WealthEngine brings the power of our rich dataset directly into the Salesforce platform. Sales, marketers, and fundraisers all have the ability to find, understand, and contact wealth prospects all within Salesforce.
What is WealthEngine Inc?
WealthEngine™, Inc. (WE) is a leading provider of audience intelligence solutions to customers targeting HNW clients in the healthcare, education, and nonprofit markets. The company’s unique data-driven approach to analytics, prospecting, and marketing has transformed the fundraising processes of more than four thousand clients. Headquartered in Bethesda, MD, WealthEngine’s proprietary data set covers over 240 million US consumers.
What is WE analysis?
WE Analyze is a predictive lead scoring and analysis platform that harnesses the power of one of the largest consumer data sets ever created, so you can gain deep, actionable intelligence and quickly identify your best prospects.
What is WE Prospect?
WE Prospect offers a simple way to find, understand and contact wealthy prospects with a high chance of conversion – all based on wealth and affinity. It’s part of both the WealthEngine and Salesforce platforms, so the power of prospecting merges right into your sales and marketing workflow.