BETHESDA, Md. Jan. 27, 2011 http://www.salesforce.com/appexchange/
WealthEngine helps nonprofit organizations identify prospects and understand donors with the propensity to give to their organization. With WealthEngine for Salesforce, clients can seamlessly click from a specific prospect record in their Salesforce CRM or Force.com-based Donor Management System (DMS) directly to WealthEngine to access a donor or prospect’s profile. Clients can also pull essential prospect information directly into constituent records within Salesforce CRM in real-time. With the growing popularity of Force.com as the platform of choice for donor data management, the integration of WealthEngine and Salesforce enables nonprofit organizations to achieve operational efficiency, access timely and accurate information and easily segment their donor universe to make solicitation requests with confidence.
WealthEngine combines 35+ data sources with relational database technology and proprietary ratings and analytics to produce the most comprehensive, user-friendly profiles. Important elements like the prospect’s Propensity to Give (P2G) score, estimated giving capacity, real estate holdings, board memberships and stock holdings can be exported into Salesforce CRM and used to identify their top prospects.
Over 20 years, WealthEngine has built a strong reputation as the leading provider of prospect research tools and screening services that have helped clients collectively raise billions in funds. More than 2,000 organizations rely on WealthEngine to identify and cultivate their best donors and prospects.
Bethesda, MD the United States United Kingdom www.wealthengine.com
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