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WealthEngine Insights for Salesforce

By WealthEngine
WealthEngine Insights for Salesforce
Introducing WE Insights for Salesforce
Partnering with You to Drive Social Impact
Supercharge Your Salesforce CRM (and Ecosystem)
WealthEngine + Salesforce are better together
Drive Great Results Like These Clients
Drive Great Results Like These Clients
Capabilities - WE Insights for Salesforce
Single Click to Get WE Attributes into Salesforce
Get Detailed Wealth Profile Inside Salesforce
Demographics, Contact, Wealth, and Giving Attributes
Auto Append Wealth Insights to Contact or Leads
Access to WE Reports within Salesforce
Find Hidden Gems and Send them to Salesforce
Find Net New Prospects and Send to Salesforce
Click "Watch Demo" on this page

Starting at $82 USD per Organization per month Pricing displayed is based on average usage. WE Insights for Salesforce is included in all of our packages. Please contact WealthEngine for more details.

Discounts available for nonprofits

Rating

(23)

Listed On

1/26/2011

Latest Release

12/19/2019

CATEGORIES

Sales
Wealth Screening, Prospect Research, Data Analytics & Predictive Models

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.

Starting at $82 USD per Organization per month Pricing displayed is based on average usage. WE Insights for Salesforce is included in all of our packages. Please contact WealthEngine for more details.

Discounts available for nonprofits