Salsa CRM and WealthEngine are integrated!

With Salsa CRM and WealthEngine combined, nonprofits will harness the real power of integrated platforms providing best in class data, reporting, and research.

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About WealthEngine:

WealthEngine is a leading platform in the market that helps to deliver the best wealth intelligence and prospect research.

  • Search through a nationwide database with comprehensive and pre-populated profiles.

  • Accurately and seamlessly group potential prospects.

  • WealthEngine makes the time required to filter through thousands of results much more efficient.

  • Model your ‘best’ prospects by using advanced data science to create the persona of a supporter specifically for your organization.

Key Benefits of the Integration:

WealthEngine data becomes a part of every supporter record in Salsa CRM when you have a WealthEngine account and have configured the connection.

  • When looking at a constituent record in Salsa CRM, you’ll see a dedicated WealthEngine tab built specifically for looking at the WealthEngine data right in Salsa CRM.

  • To get the most up to date information on that supporter, click the ‘Retrieve Data’ button on the record and the system will automatically update the fields displayed.

  • Take your reporting to the next level by including WealthEngine data into your reports in Salsa CRM.

 

To add WealthEngine to your Salsa CRM account, contact WealthEngine and let them know you are a Salsa client for available discounts!

 

Basic Support

Basic Support ensures you are given the best and most immediate support possible via our dedicated support desk

You will have access to all manuals and documentation as well as periodic webinars and training videos.

Onboarding

Onboarding includes two completely personalised consultation sessions (up to two hours each) to create and test your first mapping template.

Our consultants will guide new Importacular users through the mapping process, walk through all the extensive options and settings and ensure they are confident to get started.