Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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