Hoping to seamlessly connect with your best customers and prospects? See how the National Aquarium has been using WealthEngine’s Salesforce Connector App to fuel their fundraising and development efforts.
Our industry leading Salesforce certified App allows you to seamlessly add over 50 distinct wealth, demographic, and psychographic attributes to your customer and prospect records. You can update up to 100,000 records at once, do it one record at a time, or have it done automatically when a new lead is created – it’s completely up to you. We can also help you create a highly targeted list of new prospects in Salesforce, based on a comprehensive set of criteria such as giving capacity, current interests, and household net worth.
Using actionable wealth and lifestyle insights, WealthEngine fuels highly-targeted campaigns that continuously deliver measured outcomes. The WealthEngine platform is powered by more than a half trillion data points and uses proprietary learning science to create unique WE Profiles for more than 250M people in the U.S.
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