Use this link to share with your colleagues:
Nonprofit WealthEngine Connector for Salesforce: https://help.pm.leapevent.tech/a/1659172
At A Glance
- Free (requires a paid account with WealthEngine).
- This app's provider does offer support.
App Details
Pricing:
Contact WealthEngine for pricing information
Good for:
Organizations that use (or want to use) WealthEngine's powerful wealth intelligence platform to do prospect research, screening and analysis. There's no need to fill out additional query forms or enter search criteria elsewhere, and you can retain a history of each prospect’s scores and ratings over time.
How it works:
This app pulls information from WealthEngine (WE) directly onto the Contact record in PatronManager, based on your criteria. Gather screening data for Contacts via a report, Campaign, list view, or ad hoc per Contact. All prospects are segmented and scored based on their wealth and philanthropy characteristics. The data can be incorporated into reports in PatronManager that combine the prospecting information with patron activities like ticket purchases and donations.
You may see references to "Leads" and "Person Accounts" in the WealthEngine setup guide - those are not compatible with PatronManager, so you'll be referencing data from Contacts.
Useful Links
- Check out this webinar recording about how WealthEngine works with PatronManager
- Learn more and get started by reaching out to [email protected] (and be sure to tell them you're a PatronManager client).
- Once you're up and running with your WealthEngine account, install the Salesforce connector here.
Screen Contacts from a report in PatronManager
View results on a Contact, with the option to re-screen if needed
Click into a result for additional detail
You also get a suite of new reports (as well as the option to build your own)
