Welcome!

News Feed Item

WealthEngine Announces WE Salesforce Connector on the Salesforce AppExchange, the World's Leading Enterprise Apps Marketplace

WealthEngine's customers can now benefit from wealth data and analytics delivered directly to Salesforce

BETHESDA, Md., Feb. 27, 2018 /PRNewswire/ -- WealthEngine today announced it has launched WE Connector for Salesforce on the Salesforce AppExchange, empowering businesses to connect with their customers, partners and employees in entirely new ways. The WE Connector for Salesforce establishes a powerful link between the WealthEngine Platform and Salesforce, enabling point-and-click access to many WealthEngine capabilities from directly within Salesforce. These new capabilities are potential game changers for nonprofits, financial advisors, marketing and sales professionals, and anyone looking to connect and engage with affluent individuals.

Built on the Salesforce Platform, WE Salesforce Connector is currently available on the AppExchange at https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003HvY0EAK.

WE Connector for Salesforce
Connecting Salesforce with the WealthEngine Platform brings Salesforce users direct access to more than 50 WE data elements and proprietary wealth scores and ratings. In addition to the app's current capabilities, the latest version enables:

  • Prospecting: Find lists of wealthy new leads within the WE platform and save them to Salesforce.
  • Batch Data Enrichment: Add wealth intelligence to a list of contacts or leads from directly within Salesforce.
  • Automatic Append: The ability to add wealth intelligence to any new contacts or leads automatically.
  • Search: Streamlined access to detailed wealth intelligence profiles on U.S. adults.

Comments on the News

  • "We are thrilled to bring these advancements to this important product and partner. It is bringing to life capabilities that we have long envisioned," stated Leo Scott, CTO, WealthEngine. "These capabilities bring the full suite of WealthEngine solutions directly to our almost 500 mutual customers."
  • "Everyone and everything is getting smarter and more connected than ever before, and companies are looking to transform the way they connect with customers, partners and employees," said Kori O'Brien, SVP, ISV Sales, Salesforce. "By leveraging the power of the Salesforce Platform, WealthEngine provides customers with an exciting new way to better engage with their customers and prospects with point and click simplicity."

About Salesforce AppExchange
Salesforce AppExchange, the world's leading enterprise cloud marketplace, empowers companies to sell, service, market and engage in entirely new ways. With more than 5,000 solutions, 5 million customer installs and 70,000 peer reviews, it is the most comprehensive source of cloud, mobile, social, IoT, analytics and artificial intelligence technologies for businesses.  

Additional Resources

Salesforce, AppExchange and others are among the trademarks of salesforce.com, Inc.

About WealthEngine
WealthEngine is a leading provider of predictive marketing analytics, audience development, and wealth intelligence services. Named a Cool Vendor in Data-Driven Marketing by Gartner, sales, marketing and fundraising professionals use WealthEngine's comprehensive insights to find, understand, and engage with their clients and prospects. Headquartered in Bethesda, MD, WealthEngine provides clients in the United States with solutions that provide a more complete picture of the people they already know and tools to find new people they need to know. WealthEngine provides solutions and services to financial services firms, luxury organizations, nonprofits, hospitals, institutions of higher education, political campaigns, advocacy groups of all sizes, and any other organization looking to use wealth data to enhance their efforts. For more information, please visit wealthengine.com.

New WE Logo

Contact
Rebecca Remy, Marketing Coordinator, WealthEngine – 240.722.4370 or [email protected]

Cision View original content with multimedia:http://www.prnewswire.com/news-releases/wealthengine-announces-we-salesforce-connector-on-the-salesforce-appexchange-the-worlds-leading-enterprise-apps-marketplace-300603393.html

SOURCE WealthEngine

More Stories By PR Newswire

Copyright © 2007 PR Newswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

Latest Stories
Moroccanoil®, the global leader in oil-infused beauty, is thrilled to announce the NEW Moroccanoil Color Depositing Masks, a collection of dual-benefit hair masks that deposit pure pigments while providing the treatment benefits of a deep conditioning mask. The collection consists of seven curated shades for commitment-free, beautifully-colored hair that looks and feels healthy.
The textured-hair category is inarguably the hottest in the haircare space today. This has been driven by the proliferation of founder brands started by curly and coily consumers and savvy consumers who increasingly want products specifically for their texture type. This trend is underscored by the latest insights from NaturallyCurly's 2018 TextureTrends report, released today. According to the 2018 TextureTrends Report, more than 80 percent of women with curly and coily hair say they purcha...
The textured-hair category is inarguably the hottest in the haircare space today. This has been driven by the proliferation of founder brands started by curly and coily consumers and savvy consumers who increasingly want products specifically for their texture type. This trend is underscored by the latest insights from NaturallyCurly's 2018 TextureTrends report, released today. According to the 2018 TextureTrends Report, more than 80 percent of women with curly and coily hair say they purcha...
We all love the many benefits of natural plant oils, used as a deap treatment before shampooing, at home or at the beach, but is there an all-in-one solution for everyday intensive nutrition and modern styling?I am passionate about the benefits of natural extracts with tried-and-tested results, which I have used to develop my own brand (lemon for its acid ph, wheat germ for its fortifying action…). I wanted a product which combined caring and styling effects, and which could be used after shampo...
The precious oil is extracted from the seeds of prickly pear cactus plant. After taking out the seeds from the fruits, they are adequately dried and then cold pressed to obtain the oil. Indeed, the prickly seed oil is quite expensive. Well, that is understandable when you consider the fact that the seeds are really tiny and each seed contain only about 5% of oil in it at most, plus the seeds are usually handpicked from the fruits. This means it will take tons of these seeds to produce just one b...
Steaz, the nation's top-selling organic and fair trade green-tea-based beverage company, announces its 2017 "Mind. Body. Soul." tour, which will bring authentic experiences inspired by the brand's signature Mind. Body. Soul. tagline to life across the country. The tour will inform, educate, inspire and entertain through events, digital activations and partner-curated experiences developed to support the three pillars of complete health and wellness.
The platform combines the strengths of Singtel's extensive, intelligent network capabilities with Microsoft's cloud expertise to create a unique solution that sets new standards for IoT applications," said Mr Diomedes Kastanis, Head of IoT at Singtel. "Our solution provides speed, transparency and flexibility, paving the way for a more pervasive use of IoT to accelerate enterprises' digitalisation efforts. AI-powered intelligent connectivity over Microsoft Azure will be the fastest connected pat...
There are many examples of disruption in consumer space – Uber disrupting the cab industry, Airbnb disrupting the hospitality industry and so on; but have you wondered who is disrupting support and operations? AISERA helps make businesses and customers successful by offering consumer-like user experience for support and operations. We have built the world’s first AI-driven IT / HR / Cloud / Customer Support and Operations solution.
ScaleMP is presenting at CloudEXPO 2019, held June 24-26 in Santa Clara, and we’d love to see you there. At the conference, we’ll demonstrate how ScaleMP is solving one of the most vexing challenges for cloud — memory cost and limit of scale — and how our innovative vSMP MemoryONE solution provides affordable larger server memory for the private and public cloud. Please visit us at Booth No. 519 to connect with our experts and learn more about vSMP MemoryONE and how it is already serving some of...
Darktrace is the world's leading AI company for cyber security. Created by mathematicians from the University of Cambridge, Darktrace's Enterprise Immune System is the first non-consumer application of machine learning to work at scale, across all network types, from physical, virtualized, and cloud, through to IoT and industrial control systems. Installed as a self-configuring cyber defense platform, Darktrace continuously learns what is ‘normal' for all devices and users, updating its understa...
Codete accelerates their clients growth through technological expertise and experience. Codite team works with organizations to meet the challenges that digitalization presents. Their clients include digital start-ups as well as established enterprises in the IT industry. To stay competitive in a highly innovative IT industry, strong R&D departments and bold spin-off initiatives is a must. Codete Data Science and Software Architects teams help corporate clients to stay up to date with the mod...
As you know, enterprise IT conversation over the past year have often centered upon the open-source Kubernetes container orchestration system. In fact, Kubernetes has emerged as the key technology -- and even primary platform -- of cloud migrations for a wide variety of organizations. Kubernetes is critical to forward-looking enterprises that continue to push their IT infrastructures toward maximum functionality, scalability, and flexibility. As they do so, IT professionals are also embr...
Platform9, the leader in SaaS-managed hybrid cloud, has announced it will present five sessions at four upcoming industry conferences in June: BCS in London, DevOpsCon in Berlin, HPE Discover and Cloud Computing Expo 2019.
At CloudEXPO Silicon Valley, June 24-26, 2019, Digital Transformation (DX) is a major focus with expanded DevOpsSUMMIT and FinTechEXPO programs within the DXWorldEXPO agenda. Successful transformation requires a laser focus on being data-driven and on using all the tools available that enable transformation if they plan to survive over the long term. A total of 88% of Fortune 500 companies from a generation ago are now out of business. Only 12% still survive. Similar percentages are found throug...
When you're operating multiple services in production, building out forensics tools such as monitoring and observability becomes essential. Unfortunately, it is a real challenge balancing priorities between building new features and tools to help pinpoint root causes. Linkerd provides many of the tools you need to tame the chaos of operating microservices in a cloud native world. Because Linkerd is a transparent proxy that runs alongside your application, there are no code changes required. I...