Know your prospects, donors and customers better than you ever thought possible.
WE Insights for Salesforce offers fundraising and marketing professionals the most accurate and actionable wealth and lifestyle intelligence on nearly every adult in the US.
Protect and Enhance Your Investment in Salesforce
Identify high impact donors based on most predictive attributes including Propensity and Capacity to Give
Find net new donors that look like your best by mining a database of over 250M contacts
Hyper-personalize outreach by understanding the interests and lifestyle of your prospects
Seamless Salesforce Integration
- Gain 360 View of Your Contacts Right in Salesforce
With 100+ attributes on demographics, real estate, giving & wealth - Pull Net New Leads into Salesforce for Prospecting
As per your specific criteria from WE’s database of 250M contacts - Append Wealth Profiles Automatically
One record at a time or in bulk of up to 100,000 records - Target Segments based on Robust Wealth Profiles
Create campaigns based on precise wealth and lifestyle criteria - Stay Secure and Compliant
Support for Salesforce Shield encryption & SOC 2 Type II compliant WE database - Append Custom Model Scores to Your Contacts or Leads
Precisely segment specific to your organization right in your Salesforce CRM
What Users are Saying
Strategic Resource Group
Manager
WealthEngine is an incredibly valuable resource for our development team. Donor research and qualification has been streamlined thanks to WealthEngine. The integration with Salesforce brings much needed visibility to the important data about a donor, and provides easy access to the full WealthEngine profile. This is a must have tool for all not-for-profits.
Youth for Christ/USA
Director Donor Data
With over 300K contacts in our CRM, I can’t imagine a more useful tool in guiding and informing our donor and prospect research efforts than WealthEngine has.
Top 10 Bank in the U.S.
Head of Strategy
We offer our clients a fully integrated client experience that can simplify their financial life and help them work towards their goals. Establishing and growing the client relationship is an exclusive focus for us, and WealthEngine’s Prospect Engagement Platform is a key solution in making that happen.
Latest Salesforce Blogs
Salesforce Connector: Data Appends & Profile Enrichment with One Click
WE Salesforce Connector is a convenient link between Salesforce and WealthEngine’s powerful data on wealth, lifestyle, interests and affinities.
Recurring Donors: Why you need them and how to get them
Recurring Donors decrease acquisition costs and make giving more predictable. Read for insights from the 2018 Nonprofit Recurring Giving Benchmark Report.
WE at Dreamforce
Our team returned from another successful Dreamforce last week – and what a week it was!
WealthEngine at Dreamforce Recap
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 Salesforce and the Salesforce Foundation. Drive broader awareness of our easy integration with Salesforce through our WealthEngine Insights …