Audience
Businesses looking for a Lead Management platform
About WE Prospect
Know your prospects, donors and customers better than you ever thought possible. The WealthEngine 9 platform applies machine learning to half a trillion data points, creating 250 million pre-scored profiles with over 5 million refreshes weekly to give you detailed insights into an individual’s propensity, capacity, and intent to engage with your organization – all available via API. Find your best prospects and expansion opportunities using insights from the industry’s first donor pyramid and wealth modeler that automatically segments your contacts. Prioritize and personalize your outreach based on net worth, giving capacity, donation history, investible assets, propensity to donate, invest and spend, and much more – right from your CRM or DMS. Our clients repeatedly find substantial increases in ROI and reductions in their time and cost to acquire a customer or raise a dollar when using WealthEngine to screen, analyze, model and find their next best prospect.
Pricing
Free Trial:
Free Trial available.
Integrations
Company Information
WealthEngine
Founded: 2000
United States
www.wealthengine.com
Videos and Screen Captures
Salesforce
Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.
Learn more
Catchlight
Spend less time prospecting and win more of your best-fit clients. Powerful insights to highlight your best leads. Understand your funnel with clarity and prioritize relevant leads that match your best-fit clients. The right approach at the right time. Target your leads with personalized engagement instead of generic outreach that doesn't resonate. Use your time wisely, confidently engage with your best opportunities and pursue the leads that can make the biggest difference to your practice. In addition to lead conversion insight, Catchlight is fueled by information about how individual leads and clients interact with a variety of engagement models and products. Catchlight is based on a rich data foundation, with a data set of over 80,000 lead conversions and growing, Catchlight's predictive engine is based on analysis of real-world outcomes from advice professionals. Lead optimization built for financial advisors.
Learn more
LeadIQ
Helping sales reps win. LeadIQ makes prospecting easy, fast and most of all... fun! Our mission at LeadIQ is to empower sales teams to prospect smarter. Build lead lists in minutes, not days. Ditch the old database and research prospects first to build a more meaningful connection and close more deals. Our flagship product, the LeadIQ Chrome Extension makes prospecting outside the CRM super easy, while eliminating data entry for reps. Research your prospects, get up to date contact data, and push it into your favorite sales tools. Built for developers, access one of the world's largest B2B datasets of prospects via our business intelligence API. Add contact data, company info and social media info into any technology with a few lines of code. An entrepreneur's best friend. Use Scout if you work in sales, run your own startup, or are trying to reach out to anyone. Our free extension gives you access to millions of people's email addresses as you browse company websites.
Learn more
HeadsUp
Predict conversion probability through ML analysis of product usage patterns and other indicators. Segment and rank accounts with probability scores and other custom attributes. Augment Salesforce or HubSpot with a browser extension that flags high-potential leads for reps. See key conversion indicators, insights on power users, and decision-makers to effectively customize outreach. Deploy PQL models instantly into existing workflows in Salesforce, Slack, Marketo, Outreach, and more. Leverage product usage data in your GTM efforts without any additional engineering buildout, or messy dashboards, spreadsheets, & new processes. Configure customer outreach across all channels from a single cockpit. Leverage the most impactful channels, marketing automation, sales, or in-product nudges to accelerate activation and monetization. AB tests different qualification models and engagement channels to find the most efficient way to convert & expand accounts.
Learn more
You Might Also Like
Every customer interaction is vital to your business success and revenue growth. With Jiminny’s AI-powered conversation intelligence software, we take recording, capturing, and meticulous analysis of call recordings to the next level. Unlock call analytics that provide actionable insights with our call tracking software, empowering you to identify what's working and what's not. Seamlessly support your biggest objectives across the entire business landscape with our innovative call tracking system.
Product Details
Platforms Supported
SaaS
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online
WE Prospect Frequently Asked Questions
WE Prospect Product Features
Lead Management
Lead Scoring
Lead Segmentation
Prospecting Tools
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Pipeline Management
Source Tracking