Dodge PipeLine for Salesforce
Connects Dodge construction data to Salesforce accounts, opportunities, workflows, reports, and dashboards.
Dodge Data & AnalyticsFreemium
Wealth-X
by AltrataSalesforceFreemium
Matches Salesforce contacts and leads with Wealth-X data, searches qualified prospects, and supports custom reports and information requests.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
The application matches existing Salesforce contacts and leads with the Wealth-X database. It supports searches for qualified leads and custom reports, and allows requests for additional information for prospecting. An initial database screening identifies wealthy individuals already present in the Salesforce database. Wealth-X also provides analysis of wealth and relationship networks for clients and prospects.
Key capabilities
from the Salesforce AppExchange listingContact and lead matching
Matches current Salesforce contacts and leads with the Wealth-X database.
Qualified lead search
Searches the Wealth-X database for new qualified leads.
Custom reporting
Runs custom reports based on Wealth-X data.
Information requests
Allows requests for new information related to prospecting needs.
Database screening
Screens an existing database against Wealth-X data to identify previously unknown wealthy individuals.
Relationship analysis
Provides analysis of wealth and existing relationship networks for clients and prospects.
How it compares
Wealth-X matches Salesforce contacts and leads with data about wealthy individuals, while SciLeads Enrich adds current industry data to prospect profiles. LeadMatch connects leads, contacts, and accounts and matches leads to relevant accounts based on stated criteria. ExecAtlas for Salesforce focuses on mapping executive relationships rather than screening a database for wealthy individuals.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Freemium | Cloud | |
| SciLeads Enrich for SalesForce® | Paid | Cloud | |
| LeadMatch | Paid | Cloud | |
| ExecAtlas for Salesforce | Paid | Cloud |
In the catalog
1,106 plugins in Salesforce Platform · Sales
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Freemium
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What the vendor says
«The Wealth-X Salesforce Application is Lightning Ready! The vast amount of fragmented information on the ultra wealthy available today makes it difficult to stay informed on the most relevant and actionable prospect intelligence. Wealth-X provides unique intelligence to enhance the prospecting and client engagement …»