PatronManager Help

iWave PROscore for Salesforce

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iWave PROscore for Salesforce: https://help.pm.leapevent.tech/a/1659173

At A Glance

  • Paid
  • This app's provider does offer support.

App Details

Pricing: 

Contact iWave Information Systems for pricing

The Salesforce connector app for iWave PROscore is free but requires a PROscore subscription or trial.

Good for:

Organizations that use (or want to use) iWave's PROscore Donor Rating platform to do prospect research, screening, and analysis.

How it works:

The app pulls information including propensity/inclination, affinity and capacity ratings, value of real estate holdings and external charitable giving records, and maximum giving capacity from PROscore directly into PatronManager via a related list on the Contact record. That data can be incorporated into reports in PatronManager that combine the prospecting information and scores with patron activities like ticket purchases and donations made to your organization so you'll be able to target your asks appropriately.

iWave's PROscore data is captured in PatronManager in a custom object related to the Contact.
The PROscore data is captured in a related list, so you'll also be able to retain a history of each prospect's scores and ratings over time.
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