WealthEngine Insights for Salesforce
By Wealth-X
Free The Salesforce Connector starts at $2,000/yr for up to 3 users and requires a separate subscription to WealthEngine in order to activate the full solution. Starting at $2,000 USD per user per year The Salesforce Connector starts at $2,000/yr for up to 3 users and requires a separate subscription to WealthEngine in order to activate the full solution.
Discounts available for nonprofits
Latest Release
5/17/2023
CATEGORIES
SalesThe industry's most accurate & actionable wealth intelligence is now delivered to you right in Salesforce. Get a 360 view of your prospects including Wealth, Demographic, Real Estate, Contact & Giving insights helping you convert more leads into revenue.