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

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

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Starting at $375 USD per Organization per month Please contact WealthEngine for more details.

Discounts available for nonprofits

Rating

(26)

Latest Release

5/17/2022