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Description

Develop strategies rooted in actual data, evaluate the potential of your donors, and monitor your advancement toward objectives in real time. Recognize potential opportunities and shortcomings within your donor network through a continuously updated capacity analysis. Explore the intricacies of both capacity and willingness data for your existing and prospective donors. Generate limitless annual giving and campaign scenarios to evaluate and monitor various objectives. Effortlessly communicate essential fundraising insights with executives and volunteers. With Beam Insights, you gain access to comprehensive support and expert analysis from the fundraising specialists at Campbell & Company. Our team oversees the setup process and addresses any inquiries you may have throughout. Utilize Beam Insights independently or in conjunction with fundraising guidance. Keep track of your giving potential and donation data with frequent updates that reflect the latest information added to your CRM or database. Enjoy personalized analysis tailored to your specific objectives and data, ensuring that your fundraising efforts are as effective as possible. This unique approach empowers organizations to make informed decisions that drive their missions forward.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Charityproud No 
StratusLIVE No 
Tessitura No 
Total Community Manager No 

Integrations

Charityproud Yes 
StratusLIVE Yes 
Tessitura Yes 
Total Community Manager Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Campbell & Company

Founded

1976

Country

United States

Website

www.campbellcompany.com/strategic-information-services/beam-insights/

Vendor Details

Company Name

WealthEngine

Founded

2000

Country

United States

Website

www.wealthengine.com

Product Features

Product Features

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management No 
Prospecting Tools Yes 
Source Tracking No 

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