Оценка 4,5 (26) 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.

We are integrated with leading providers like Salesforce and Ellucian, and are compatible with Blackbaud's RaisersEdge. For a full list of partners, please ...

19 февр. 2021 г. · We have seen WealthEngine used both standalone (import of Wealth Engine data before major pulls) and also the subscription based integration.

With seamless integration into the Salesforce environment, you can quickly screen a list, identify new donors, and personalize your outreach. WE Insights for ...

6 авг. 2021 г. · Integrating WealthEngine with Salesforce offers fundraising and marketing professionals the most accurate and actionable wealth and lifestyle ...

Продолжительность: 2:04
Опубликовано: 18 нояб. 2019 г.

WealthEngine offers wealth screening and search, customer segmentation and modeling, donor analysis. Get your free demo today.

6 мар. 2023 г. · I need to manually bulk add the WealthEngine info. However, I'm not finding instructions on how to do that anywhere, just demos for selling products.

8 авг. 2018 г. · Aptaria's case study on developing a Salesforce ISV app for WealthEngine to enhance client data access and management.

15 апр. 2024 г. · How to import Wealth Engine data into Salesforce, separate from the connector? I am able to download the Salesforce export file from the WE ...