Salesforce

We’re moving into a 5th Industrial Revolution. One focusing on the impact of social values on business. Let’s explore 3 major areas in business that are changing as a result.

Join WealthEngine at the Salesforce Connections Conference to learn how you can increase sales, improve LTV, and use wealth insights to forge connections.

WE Salesforce Connector is a convenient link between Salesforce and WealthEngine’s powerful data on wealth, lifestyle, interests and affinities.

Recurring Donors decrease acquisition costs and make giving more predictable. Read for insights from the 2018 Nonprofit Recurring Giving Benchmark Report.

Our team returned from another successful Dreamforce last week – and what a week it was! Dreamforce is the user conference hosted by Salesforce in San Francisco every year. It’s also the largest sales and marketing event in the country, with over 150,0 …

Continue reading “WE at Dreamforce”

Last week, our team, along with over 150,000 of Salesforce’s closest friends descended upon San Francisco for Dreamforce 2015. Our goals for attending Dreamforce were as follows: As a Bronze partner, continue to strengthen our relationship with Salesfo …

Continue reading “WealthEngine at Dreamforce Recap”

Every year, business leaders from around the country convene together at Dreamforce for a week of inspiration and learning to bring actionable tactics back to their teams. This is WealthEngine’s fourth year at Dreamforce and we keep returning every yea …

Continue reading “Must-Attend Sessions at Dreamforce 2015”

Are you going to Dreamforce? Our team is looking forward to meeting you there, you can find us in the exhibit hall and the Foundation Zone. We can’t wait to show you the recent features we’ve added along with our options for integrating WealthEngine in …

Continue reading “How many charitable young millionaires, age 18-32, live in Austin, Texas? Tell Us and You Could Win an Amazon Echo at DreamForce”

Are you going to Dreamforce? We’ll be there and we can’t wait to meet you, whether it’s connecting in the Exhibit Hall or when we demonstrate our wealth intelligence solution  in the Foundation Zone. Whether you’re new to WealthEngine or you’ve be …

Continue reading “Know How Many Newlywed Millionaire Women You Can Reach in NYC and You Could Win an Amazon Echo at DreamForce”

As marketers, data is at the forefront of everything WealthEngine does. And it’s becoming more complex each day. There are three main considerations to using data: access, insights and influence. Where can you access the most insightful, actionable dat …

Continue reading “Data at Your Fingertips: WealthEngine in the Salesforce Analytics Cloud Playground”