BETHESDA, Md., Aug. 21, 2012 /PRNewswire/ -- WealthEngine, Inc.™, today announced it has launched WealthEngine for Salesforce on salesforce.com's AppExchange, the app marketplace for the social enterprise. This development reinforces WealthEngine's commitment to deliver solutions that enable organizations to use the power of cloud computing to further accelerate their business development efforts.
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WealthEngine for Salesforce is immediately available for test drive and deployment on the AppExchange at http://www.salesforce.com/appexchange/.
WealthEngine provides commercial organizations that target high net worth individuals -- including providers of luxury goods and services, private wealth managers, agents, investment advisors and others -- with online database tools to identify prospects meeting certain wealth and investment criteria. Useful for relationship marketing, growing the sales pipeline, expanding the prospect pool or simply preparing for a meeting with a client, WealthEngine empowers marketing, business development and sales professionals with information to build their business.
"Many of WealthEngine's commercial clients are already Salesforce CRM customers," said Tony Glowacki, chief executive officer, WealthEngine. "By leveraging the Force.com platform and offering commercial organizations a cloud-based solution to easily identify, understand and target potential customers, our clients gain a competitive advantage in growing their business effectively and efficiently."
"WealthEngine for Salesforce is the type of app that helps Salesforce users put their customers at the heart of their business," said Mike Rosenbaum, senior vice president, AppExchange and Force.com Operations, salesforce.com. "It also exemplifies the power of Force.com as a platform for delivering innovative apps that can help companies transform into social enterprises and drive business success."
"With WealthEngine for Salesforce, we are able to seamlessly integrate valuable wealth data directly into our CRM, and it's simple to conduct real-time lookups on our contacts in Salesforce and synchronize them into the WealthEngine database," said Keith Spondike, vice president and chief marketing officer at Avantair Inc., the leading provider of private aviation travel services in North America, including fractional shares, leases and flight time cards. "This allows our marketing team to be even more prepared prior to any interaction with a customer, and it saves us a tremendous amount of time and resources when it comes to developing targeted marketing campaigns."
WealthEngine combines 30+ data sources with relational database technology and proprietary ratings and analytics to produce the most comprehensive, user-friendly wealth profiles. Important wealth attributes and other demographic and biographic information is easily integrated into Salesforce CRM and used to identify target customers.
With WealthEngine for Salesforce, clients can connect directly from a specific contact record in Salesforce CRM to a prospect's wealth profile within WealthEngine. Clients can seamlessly pull individuals' wealth profiles directly into Salesforce CRM in real-time. The integration enables organizations to maximize efficiency in their business development efforts by leveraging open cloud technologies to get direct access to timely and accurate information and the ability to segment and prioritize top prospects using wealth and lifestyle data.
Over 20 years, WealthEngine has built a strong reputation as the leading provider of wealth identification, research and analytic solutions that help organizations further their business development efforts. More than 3,700 organizations rely on WealthEngine to identify, target and retain their best clients and prospects.
Additional Resources
- Visit WealthEngine: www.wealthengine.com
- WealthEngine's AppExchange Listing: http://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JcirEAC
About the Force.com Platform and AppExchange
Force.com is the trusted social enterprise platform for building and running any employee app in the cloud. Force.com powers the Salesforce CRM apps, the more than 275,000 custom apps built by salesforce.com customers such as Japan Post, Kaiser Permanente, KONE, and Sprint Nextel and the more than 1,500 ISV apps built by partners such as BMC, FinancialForce.com and Fujitsu.
Enterprise apps built on the Force.com platform can be easily distributed and marketed through the salesforce.com AppExchange: http://www.salesforce.com/appexchange/.
The salesforce.com social enterprise platform delivers the most trusted and comprehensive cloud technologies for social, mobile and open apps. It includes Force.com, the cloud platform for employee apps, Heroku, the cloud platform for customer apps and Database.com, the cloud database to integrate the social enterprise.
Salesforce, Social Enterprise, Dreamforce, Force.com, Heroku, AppExchange, Database.com and others are trademarks of salesforce.com, inc.
About WealthEngine, Inc.™
WealthEngine is a leading provider of sophisticated wealth identification and prospect research and analytics to providers of luxury goods and services, financial services firms, hospitals, institutions of higher education and nonprofit organizations. More than 3,700 clients use WealthEngine's products for comprehensive research and analytics on individuals, companies and foundations. Headquartered in Bethesda, MD, WealthEngine offers products in both the United States and the United Kingdom. For more information, visit www.wealthengine.com.
SOURCE WealthEngine, Inc.
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