How does wealth engine work

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More than 3, clients across non-profit, luxury, financial services, and other sectors rely on WealthEngine to better understand and target ideal prospects for their products and services. While its BDRs were using the tool, not all of their activities were being tracked because of integration issues between SalesLoft and Salesforce. At that point, WealthEngine had been struggling for over a year to re-implement SalesLoft in hopes of fixing its data integration and activity capture issues.

The pandemic and added complexity of managing a remote sales team prompted them to abandon the unfruitful effort and find a sales engagement platform that would integrate seamlessly with Salesforce and maximize adoption across its revenue teams. In evaluating potential replacements, Groove quickly made it to the top of the list. Groove also solved the issues that WealthEngine had with data not being synced properly between SalesLoft and Salesforce, which resulted in some contacts existing in one system but not the other.

Introducing WE Insights for Salesforce. Partnering with You to Drive Social Impact. Capabilities - WE Insights for Salesforce. Demographics, Contact, Wealth, and Giving Attributes. Access to WE Reports within Salesforce. Find Hidden Gems and Send them to Salesforce.

Click "Watch Demo" on this page. Get It Now. We're still gathering your accounts. This process takes a few moments. Watch Demo Demo. Rating Industry Education , Nonprofits. Overview Reviews Close dialog Trailblazer. Don't have an account? Continue as Guest. By submitting this request, you agree to share your information with Salesforce and the provider of this listing, WealthEngine.