Salesforce Connector: Data Appends & Profile Enrichment with One Click

Salesforce Connector: Data Appends & Profile Enrichment with One Click

May 16, 2019

Wouldn’t you like to gain the industry’s most accurate and actionable wealth intelligence on your contacts? And what if you could do this at the push of a button? With WealthEngine’s Salesforce Connector you actually can. The Salesforce Connector is a one-of-a-kind app. It allows users to append wealth data on their contacts with the click of a button.  So, what does this mean for you?

It means that you can rank prospects based on their wealth ratings. Further, you can personalize your engagement. This leads to improved conversion rates and reduced acquisition costs.

Wealth Insights, Delivered Directly to Salesforce

WealthEngine has been a Certified ISV Partner since 2014. WealthEngine’s Salesforce Connector establishes a powerful link between our platform and Salesforce. The connector is then able to provide you with valuable insights. Not only are these insights extensive, but they are also easy to access within Salesforce.

Our app’s seamless integration means you never have to leave the Salesforce environment. In fact, the app will provide insights right within the platform.

integrate with salesforce

For example, WealthEngine’s customer is a large, national nonprofit. The organization saw marked improvement in their prospecting through the app. It had recently migrated its database to Salesforce. The challenge was to make this process seamless. Secondly, the organization did not want its team to spend time learning multiple new platforms.

Enter WealthEngine’s Salesforce Connector app. The app was able to provide them insights right within Salesforce. Moreover, the organization could access WealthEngine insights at two levels. At a summary level, that consolidated information on large segments of donors.  Also at a detailed level, with insights on each customer, donor, or prospect.

The organization can now benefit from and uplift their donor universe. Its team can update up to 100,000 records at a time. Alternately, they can automatically update records by using WealthEngine’s API. So, when a supporter takes action online, the app updates his records in salesforce in real-time. In other words, all this is managed without ever leaving the Salesforce environment.

Marriage of Best-in-Class CRM and Wealth Intelligence

Connecting Salesforce with the WealthEngine platform brings
you direct access to 50+ data elements.  For example, these data points include proprietary wealth scores and ratings.

demographics interests wealth

Thus, the Salesforce Connector supports prospect researchers with new insight and productivity. This can take research and screening efforts to the next level.

In fact, Kori O’Brien, SVP, ISV Sales, Salesforce said, “… companies are looking to transform the way they connect with customers, partners and employees. By leveraging the power of the Salesforce Platform, WealthEngine provides customers with an exciting new way to better engage with their customers and prospects with point and click simplicity.”

Powerful Capabilities of the Salesforce Connector App

With WE Salesforce Connector knowing more about your audience is simple and easy. This means you can:
» Import wealth ratings and scores with a seamless, one-click experience directly in Salesforce.
» Screen a list of records with a click of a button from within a Salesforce
campaign. As a result, gain insights in real-time.
» Automatically append wealth data upon the creation of your records. Thus, you can gain actionable insights on new prospects.
» Find the most qualified prospects by sending new leads to Salesforce straight from WE Search or WE Prospect.
» Choose an option for either light or power users based upon your team’s research needs.

Unleash the Power of Wealth from Within Salesforce

The Salesforce Connector app helps you understand and connect with wealthy prospects. We use data to remove the guesswork from sales, marketing, and fundraising. Thus, you can engage with people most likely to buy, invest, or donate, and you don’t have to waste time on the ones that won’t. Our wealth and lifestyle data provide a more complete view of your donors & prospects. This means you can personalize your engagement efforts and run more effective campaigns.

salesforce wealthengine connector screenshot

Our data scientists have worked with thousands of nonprofit clients for more than 20 years. With WealthEngine, you can harness that knowledge along with that of your team’s. You can get actionable insights integrated right into your Salesforce dashboard.

Trusted Partner

We are a Certified ISV Partner with over 500 joint customers with Salesforce. WealthEngine combines 20+ years of wealth knowledge with world-class data science. Moreover, we process large amounts of data to get you insights. These insights and opportunities are unique to your organization.

More than 3,000 companies trust WealthEngine. Our platform runs on the industry’s largest consumer wealth database. We work with over 250 million consumer profiles, each with 1,500 attributes. As a result, our database consists of about half a trillion data points. These data points produce meaningful insights to provide you with robust marketing intelligence.

aspects of wealth profiling

Learn more about the kind of unique insights WealthEngine can provide. Contact us today.

Get the Salesforce Connector Today

To summarize,  you can take advantage of several benefits stemming from these features:

salesforce connector features, seamless, streamlined, auto wealth-tag, customizable, easily installable

Find us on the Salesforce AppExchange by searching for WealthEngine Salesforce Connector or contact your sales rep for further assistance.

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Prospect Research Produces Positive ROI

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