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Description
Efficiently conduct all sales activities, access comprehensive company and contact records, and review communication histories seamlessly in one central location to effectively manage leads without unnecessary complications or wasted time. Betyphon streamlines the process of managing and following up on all leads by consolidating everything into a single platform. It enables the assignment of various prospects to different agents, allowing for consistent tracking in one centralized system. This tool empowers you to customize your outreach to customers without the need to sift through extensive details. Additionally, you can organize and evaluate leads as they come in, categorizing them in various ways—such as by geographic location, the media channels from which they originate, or their behavioral characteristics. Without a versatile lead management system, coordinating distribution, follow-up, and scheduling can become a complex challenge. Furthermore, it offers a simple and efficient approach to oversee individual leads, providing automated tracking of performance according to your preferences and timing. Ultimately, this enhances operational transparency and fosters business growth. With Betyphon, you can not only streamline your sales processes but also cultivate stronger relationships with your prospects.
Description
The WealthEngine Platform stands out in the industry for providing unparalleled wealth intelligence and prospect research capabilities. Utilizing this platform equips you with the essential insights necessary to identify, comprehend, and connect with affluent prospects efficiently.
Gain an unprecedented understanding of your prospects, donors, and customers through the advanced features of WealthEngine 9, which leverages machine learning to analyze an astonishing half a trillion data points. This results in the creation of 250 million pre-scored profiles, refreshed over 5 million times each week, delivering in-depth insights into an individual's likelihood, financial capacity, and willingness to engage with your organization, all accessible via API. Discover your top prospects and growth possibilities by utilizing insights from the pioneering donor pyramid and wealth modeler that effectively segments your contacts. Enhance your outreach strategy by prioritizing and personalizing communication based on factors like net worth, potential for giving, historical donation patterns, investible assets, and tendencies to donate, invest, and spend, all conveniently integrated within your CRM system. This comprehensive approach not only streamlines your engagement efforts but also elevates the potential for successful interactions.
API Access
Has API
API Access
Has API
Integrations
Charityproud
Microsoft Excel
StratusLIVE
Tessitura
Total Community Manager
Integrations
Charityproud
Microsoft Excel
StratusLIVE
Tessitura
Total Community Manager
Pricing Details
$13.81 per user per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
BSD Technologies
Founded
2015
Country
India
Website
www.techmet.in/betyphon/
Vendor Details
Company Name
WealthEngine
Founded
2000
Country
United States
Website
www.wealthengine.com
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking