Wealth-X Salesforce

Transform your prospecting success with the power of Wealth-X

Wealth-X can now be integrated directly into Salesforce providing you with enhanced intelligence on your most valuable prospects. With Wealth-X for Salesforce you receive all the benefits of Wealth-X Professional functionality through a single access point. Wealth-X for Salesforce streamlines your prospecting approach by uncovering the real potential in your existing prospects and delivering new qualified prospects.

Benefits of Wealth-X for Salesforce:

• Single access point to Wealth-X intelligence
• Integrate Wealth-X intelligence with your existing Salesforce prospects and data:
• Identify the UHNW individuals in your existing prospect list
• Import new leads direct from Wealth-X into Salesforce
• Identify and leverage the social network of your current prospects and clients
• Request research and download existing PDF dossiers
• Access control managed directly through Salesforce
• Enterprise wide solution