Commercial Webinar – WealthEngine and Salesforce Connector: Drive Return on Investment from your Salesforce Investment

WealthEngine provides highly accurate and actionable Wealth Insights on your prospects and contacts seamlessly integrated with Salesforce. Whether you use marketing, sales or fundraising, having instant access to wealth intelligence on over 250 million US adults can help you dramatically improve your conversion rates, increase your revenue and significantly reduce customer acquisition costs.

Come see how our Salesforce certified application can help you to:

  • View of 50 distinct wealth, ratings, demographic and contact attributes directly on your lead and customer 360-degree view
  • Easily augment wealth insights for to your campaigns in a seamless easy step
  • Automatically augment wealth insights upon update and creation of leads and contacts
  • Adding wealth insights to support your current workflow to make your data wealth aware and actionable
  • Quickly and accurately prospect based on a comprehensive set of criteria such as household net worth, lifestyle and interests, and key demographics to create a highly targeted list of new prospects directly in Salesforce
  • View built-in reports to have all the information at your fingertips to prioritize, segment, and target your specific audiences

Nonprofit Webinar – WealthEngine and Salesforce Connector: Drive Return on Investment from your Salesforce Investment

WealthEngine provides highly accurate and actionable Wealth Insights on your prospects and contacts seamlessly integrated with Salesforce. Whether you use marketing, sales or fundraising, having instant access to wealth intelligence on over 250 million US adults can help you dramatically improve your conversion rates, increase your donations and significantly reduce donor acquisition costs.

Come see how our Salesforce certified application can help you to:

  • View of 50 distinct wealth, ratings, demographic and contact attributes directly on your lead and prospect 360-degree view
  • Easily augment wealth insights for to your campaigns in a seamless easy step
  • Automatically augment wealth insights upon update and creation of leads and contacts
  • Adding wealth insights to support your current workflow to make your data wealth aware and actionable
  • Quickly and accurately prospect based on a comprehensive set of criteria such as household net worth, giving capacity, and key demographics to create a highly targeted list of new prospects directly in Salesforce
  • View built-in reports to have all the information at your fingertips to prioritize, segment, and target your specific audiences

WealthEngine for Salesforce

We are excited to announce a host of improvements to our Salesforce Integration. The upgrade will allow you to:

  • Auto-Append Updates: Automatically append WealthEngine data to new or existing records in SF based on your specific criteria
  • New Criteria Added: Lead Source, Record Type, Time since last WE screen, On Edit of Record
  • Report Updates: New Overview Canned Reports added and Custom Report Types
  • Lightning Updates: Updates to themes to comply with the Spring ’18 release
  • Bug Fixes: Specific fixes to bugs and error messaging as reported by our customers

WealthEngine for Salesforce is now streamlined for screening and prospecting. Join us to learn more about how these new capabilities can help you fuel your next wealth-aware campaign.