Operations Team at a National Nonprofit
100,000 Profiles Screened At a Single Time through WE Insights for Salesforce
An operations team at a national nonprofit wanted to gain a holistic view of specific donor subsets. Using WealthEngine, they were able to create a seamless and cost-effective workflow.
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The Goal
The operations team needed to enhance development operations while migrating to Salesforce as the organization’s new CRM system.
WealthEngine's Solution
The seamless integration into Salesforce was achieved through WealthEngine’s certified Salesforce Connector App. This included 360-degree views on specific groups of donors (i.e. best donors, prospects, etc.) for increased efficiency.
Their Result
The organization can now complement and elevate their donor universe by updating up to 100,000 records at a single time or automatically screening potential donors by utilizing WealthEngine’s APIs. They can do all this without ever having to leave Salesforce.