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Showing 71-80 out of 98
AU
Anonymous User
11/09/17
"Great tool for fundraisers"
What do you like best about WealthEngine? Being able to search on donors and find their financial information to prospect What do you dislike about WealthEngine?
UI
User in Civic & Social Organization
11/09/17
"Great tool for fundraisers"
What do you like best? Being able to search on donors and find their financial information to prospect
EP
Edward P
10/31/17
"Incredible wealth screening tool"
What do you like best about WealthEngine? What I like best about Wealth Engine is the ability to connect everything directly into our CRM, Salesforce. It makes reporting, communication, and all the tools easier to use!
EP
Edward P
10/31/17
"Incredible wealth screening tool"
What do you like best about WealthEngine? What I like best about Wealth Engine is the ability to connect everything directly into our CRM, Salesforce. It makes reporting, communication, and all the tools easier to use!
AI
Administrator in Non-Profit Organization Management
10/30/17
"Good reporting, but expensive/inflexible for a batch solution"
What do you like best? Wealth Engine provides solid reporting that we have found to be generally accurate. When there's a match to find, WE has generally found it, and while the data isn't always perfect, it's a good indicator for where to start with fundraising and targeting mid and major level donors.
AU
Anonymous User
10/30/17
"Good reporting, but expensive/inflexible for a batch solution"
What do you like best about WealthEngine? Wealth Engine provides solid reporting that we have found to be generally accurate. When there's a match to find, WE has generally found it, and while the data isn't always perfect, it's a good indicator for where to start with fundraising and targeting mid and major level donors.
AU
Anonymous User
10/30/17
"Disappointing customer service "
What do you like best about WealthEngine? The program has many areas that it can help a company with What do you dislike about WealthEngine?
UI
User in Non-Profit Organization Management
10/30/17
"Disappointing customer service "
What do you like best? The program has many areas that it can help a company with What do you dislike?
UI
User in Non-Profit Organization Management
06/15/17
"WealthEngine review"
What do you like best? Ease of use - to find basic information on prospects/donors. Information such as real estate holdings is pretty easy.
AU
Anonymous User
06/15/17
"WealthEngine review"
What do you like best about WealthEngine? Ease of use - to find basic information on prospects/donors. Information such as real estate holdings is pretty easy. What do you dislike about WealthEngine?
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
