WealthEngine

WealthEngine is now available for direct integration with Salesforce, enabling nonprofit organizations to leverage the industry’s most powerful cloud computing paradigm for their fundraising efforts. Clients can access the integration application from AppExchange 2, salesforce.com’s cloud computing marketplace.

As nonprofit organizations increasingly embrace Salesforce for their donor management system (DMS), the integration of WealthEngine and Salesforce enables clients to achieve operational efficiency, access timely and accurate information and easily segment their donor universe to make solicitation requests with confidence.

With instant and direct access to donor data, fundraising professionals are able to:

• Update a constituent’s profile on the Contact record immediately before a meeting or call
• See if a proposal’s ask amount should be adjusted over time due to changes in prospect wealth
• Easily identify which prospects are worth pursuing based on a clearly defined giving capacity and propensity-to-give score

With WealthEngine for Salesforce, clients can link out from a specific Contact record in Salesforce or a Force.com-based DMS directly to the data in FindWealth Online to access a donor or prospect’s wealth profile. Clients can also pull essential prospect information directly into constituent records within their CRM or DMS in real time. The integration provides an easy-to-use interface for direct access to timely prospect information, with sophisticated features to customize data and store updates or changes to the prospect’s profile.

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