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features
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support

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Description

Is your sales team caught in a tumultuous relationship with your CRM system? This is a widespread issue, as research from last year indicated that a staggering 63 percent of CRM projects fail. However, the same study revealed that successful high-growth companies often attribute their achievements to effective CRM usage. The solution lies in enhancing your CRM with business intelligence tools that promote engagement and boost sales effectiveness. Besides CRM integration, LexisNexis Prospect Portfolio allows sales teams to efficiently compile prospect lists tailored to specific parameters, such as geographic location or industry type. You can also set up personalized alerts to receive updates on prospects and customers from an extensive array of over 26,000 sources—ranging from international to local news outlets. Additionally, incorporating sales triggers into your news searches enables you to identify optimal prospects at the most opportune moments. Finally, you can create detailed reports that include comprehensive citation lists and selectively print only the most pertinent documents to streamline your workflow. By leveraging these tools, your team can transform its CRM experience and drive better results.

Description

Wealth-X Professional offers an extensive and meticulously curated database of research and insights focused on high net worth (HNW) and ultra-high net worth (UHNW) individuals. This platform features a vast array of records, making it an invaluable tool for financial institutions, nonprofit organizations, educational entities, and luxury brands aiming to connect with the ultra-affluent demographic. Establishing relationships with the extremely wealthy hinges on the ability to build trust, which requires a deep understanding of their unique needs, desires, and aspirations. Engaging with this elite group necessitates access to detailed research and carefully selected intelligence. By leveraging Wealth-X Professional, users can identify potential clients and donors tailored to their organization's specific requirements, as well as uncover connections within their existing networks. Additionally, Wealth-X Screening empowers organizations to effectively harness the potential of their customer and prospect information, enhancing their outreach capabilities. Ultimately, this comprehensive resource equips users with the necessary tools to navigate the complexities of the ultra-wealthy market.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Accurint Virtual Crime Center
Bridger Insight XG
CaseMap
Cognizant
CounselLink
CourtLink
Lexis
Lexis Affinity
Lexis for Microsoft Office
LexisNexis Corporate Affiliations
LexisNexis InterAction
LexisNexis Lead Integrity Attributes
LexisNexis Predictive Modeling
LexisNexis Risk Solutions
Nexis
Nexis Data+
Nexis Diligence
Nexis Newsdesk
Nexis Social Analytics
Welltok SmartReach

Integrations

Accurint Virtual Crime Center
Bridger Insight XG
CaseMap
Cognizant
CounselLink
CourtLink
Lexis
Lexis Affinity
Lexis for Microsoft Office
LexisNexis Corporate Affiliations
LexisNexis InterAction
LexisNexis Lead Integrity Attributes
LexisNexis Predictive Modeling
LexisNexis Risk Solutions
Nexis
Nexis Data+
Nexis Diligence
Nexis Newsdesk
Nexis Social Analytics
Welltok SmartReach

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

LexisNexis

Founded

1970

Country

United States

Website

www.lexisnexis.com/en-us/products/prospect-portfolio/supplement-your-crm-with-valuable-data.page

Vendor Details

Company Name

Altrata

Country

United States

Website

wealthx.com/products/professional

Product Features

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Product Features

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

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