Salsa Engage vs. WealthEngine

For smaller organizations who don't have extensive data needs (i.e. not many audiences to segment) and who don't need robust reporting, this works great.

Incentivized

WealthEngine is an excellent prospect research tool. P2G scoring and other ratings are easy to understand. This allows for easy segmentation of prospects and prioritization of work for gift officers. We utilize this data for researching first-time donors, grateful patient prospects, and major gift prospects as well. All of our team are very satisfied with this tool.

Incentivized

• Integration with SalesForce
• Easy-to-use interface
• Technical support

Incentivized

• Donor contact info
• Confirm donor identity

Incentivized

• Translation from salsa engage into our CRM system
• Could use more modern email templates
• More restrictions regarding image upload. Currently, you can upload any size and insert it. The email will not send correctly but you do not receive an error message.

Incentivized

• WealthEngine is expensive for most nonprofits when looking at how to spend their money.
• WealthEngine seems to have a lot of turn over. Every time I email our account manager, they seem to have changed.
• WealthEngine can have glitches and does not work at times which is very frustrating.
• I would also like for WealthEngine to have better mobile service or an app.

Incentivized

Easy to use interface, far superior to classic. You did this right.

Incentivized

Support response has been swift and knowledgable, though not always the answer I've wanted. One huge design flaw is if I add a new Salesforce field to sync, Salsa Engage will not sync it unless it has changed since the last sync, requiring me to fake an update for an entire database or re-sync the whole enchilada. Better to recognize it's a new Salesforce field and perform the sync en masse.

Incentivized

The online help databases and tutorials are helpful, and I have been able to find the help and solutions I need from those sources. I have not had to use other forms of support from WealthEngine. I like being able to find the help I need through a simple search.

Incentivized

EveryAction is a lot cheaper, but Salsa has more featured with targeting certain elected officials/better text messaging strategies

Incentivized

WealthEngine provides the same quality of data at a more affordable price point.

Incentivized

• Our event participants are always maxed out and Engage allows them an easy way to sign up and participate.

Incentivized

• Depth of data
• Portfolio expansion

Incentivized