WealthEngine and Salesforce Connector: Drive Return on Investment from your Salesforce Investment
Original Broadcast Date: Wednesday, March 20, 2019
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.
- 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