WealthEngine

WE Prospect

3.5 / 5 2 reviews

Who Uses This Software?

WE Prospect helps sales, marketers and fundraisers find perfect prospects, every time, using proprietary wealth insights and access to hundreds of consumer demographic and lifestyle attributes.


Average Ratings

2 Reviews
  • 3.5 / 5
    Overall
  • 3.5 / 5
    Ease of Use
  • 2 / 5
    Customer Service

Product Details

  • Starting Price
    $1,500.00/year
  • Pricing Details
    Basic Plus Premium High Volume Agency
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • WealthEngine
  • www.wealthengine.com
  • Founded 2000
  • United States

About WE Prospect

It is a web-based solution designed for lead generation. Features include Salesforce integration, lead scoring, & market segmentation.


WE Prospect Features

  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking

WE Prospect Reviews Recently Reviewed!

63f9afdc988f7c00c700f409c5a5f234

comprehensive wealth screening software that gives essential insight into donor capacity

Oct 12, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Great data on donors' propensity and capacity to give based on aggregated data from numerous public sources. Measures multiple variables and delivers a comprehensive report on a donor's wealth and past giving (all publicly available resources). The best feature is a gift range calculation, which is essential information for a fundraiser. Knowing what size gift is doable for a donor--not too low or too high--is often key to a successful solicitation.

Cons: It's accuracy is sometimes in question. I have found its data about 75% reliable, which for this type of prospect research, isn't bad. Also, the amount of data it gives is sometimes overwhelming and thus not a useful as one would like. It would be helpful for it to focus on essential and usable data points.

Overall: Actionable intelligence on donor capacity and propensity to give.

Mediocre wealth screening service

Jan 18, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
1 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
Likely
Extremely
Likely

Comments: In my short experience with WE, I'm not impressed, and the Support has been subpar, to say the least. The screenings yield sufficient, and what seems to be, accurate data, but exporting some of the data is not as easy as it should be, and simple features, such as giving you access to see how many screens you have left in your contract, is just not available.