Wealth Engine is a must have for serious fundraising and smart customer service.
What do you like best?
My experience with Wealth Engine is all positive. In fact, I wouldn't manage a comprehensive development/fundraising program without it. And it seems to be getting bigger and smarter all the time. I used to screen and qualify major donor prospects using WE, but I find my team using it to screen more and more visitors (from ticket buyers to other constituents) and we find a lot more capacity than we knew existed from the folks who use our services. I like that its approachable interface. I am not a skilled database person, but I use WE almost daily.
What do you dislike?
I like that the robust features are straightforward in an accessible interface. It hasn't always been that way for me, someone who is not particularly tech-savvy.
Recommendations to others considering the product:
I think utilizing WealthEngine or a service like it is an essential function, a component not only of major giving but of any comprehensive development program. I like its integration capacity, but mostly I find it to be of exceptionally high quality in terms of having the most useful, up-to-date information and for its ease of use.
What problems are you solving with the product? What benefits have you realized?
Integrating it into our development database, which we're holding off until we switch over to Salesforce. We use it as a standalone and have found a number of single ticket buyers with considerable capacity that now utilize our donor's lounge and other services.
