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WealthEngine Insights for Salesforce
Wealth Screening, Prospect Research, Data Analytics & Predictive Models
- Industries
- EducationFinancial ServicesRetail
- Business Need
- SalesSales Intelligence
- Requires
- Sales Cloud
The 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.
Highlights
Elevate your prospect research with WealthEngine. Our Salesforce connector app delivers 100+ data elements seamlessly into your salesforce dashboard.
Use our deep expertise in Data Science to speed up your wealth screening, make your prospecting more predictive, deliver actionable insights, integrate with your CRM and help you predict your contacts' lifetime value.
Remove the guesswork from sales, marketing, and fundraising. Seamless integration means that your team spends more time talking to the right people and less time on admin tasks.
Provider Details
Altrata
New York
Altrata provides people intelligence, empowering organizations to make informed and data driven decisions with confidence. Our solutions, built on industry leading datasets like BoardEx, RelSci, WealthEngine, and WealthX, offer unparalleled insights into exceptional individuals, including their wealth, professional networks, and philanthropic activities.
Pricing Details
Paid Add-On Required
You must pay for a product or service that is external to Salesforce for this solution to work. Discounts available for nonprofits.
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.
WealthEngine Insights for Salesforce
$2,000 USD/user/year
Lowest Starting Price