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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.
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Showing 10 of 26 Reviews
WE Salesforce Integration
This integration is very useful and efficient. It helps our small team save time by allowing us to quickly run screenings on our donors while staying in our donor database. The WE Client Engagement Manager, Joanna, has also been incredibly helpful.
WE/Salesforce Integration
Having the Wealth Engine/Salesforce Integration Widget has been so incredibly helpful! It allows both myself, as a Prospect Researcher, and my team of fundraisers to easily and quickly pull prospect profiles directly while in our database. Such a time-saver and powerful tool to use in our arsenal.
Good Integration
The integration of WealthEngine into Salesforce provides convenience for our staff. It is very easy to use and provides a one-stop shop for our development officers.
Works well for us!
This is a very helpful tool for us as we are a small team and don't have a lot of time. It was incredibly easy to install and set up on the system admin end of things and our Senior Development Officer found it easy to use. We only found the transition between Salesforce and WE in the web browser a bit clunky, but that may have been updated by now.
Update and Installation doesn't work
I have tried to contact Wealth Engine to fix their install but have found out that they don't seem to understand what is going on. Their chat team just told me to email them. Their email support sent me to a link specific to their own instance of Salesforce which no one can access. It seems the upgrade to their version 9 was not thought through in regards to their existing users and Salesforce integration.
Documentation Link is Broken
Can you provide a new Hyperlink for the installation documentation? Need a refresher on how to install in a Sandbox and not Production. Thank you!
Great resource & integration!
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.
Valuable resource for our organization
Our Development Department is able to make informed, apt cultivation and solicitation choices because of the information we acquire from WealthEngine. It can be challenging to assess donors' capacities and interests, even for those in our network. These tools have helped up approach new donors with tailored plans based on their screening. Very helpful!
Powerful tool
Wealth Engine is an extremely useful tool in helping us to properly identify new prospects. The salesforce app is seamless and the customer service is great!
Great application
Wealth Engine has been an integral part of our prospect research. The connector app has been very easy to implement and use, and we use it on a regular basis for research.
Did you ever get any documentation? I am in the same situation.