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What is Wealth-X Professional?

Wealth-X Professional provides a comprehensive and carefully organized database that focuses on research and insights related to high net worth (HNW) and ultra-high net worth (UHNW) individuals. This platform offers a wealth of records, serving as a crucial resource for financial institutions, nonprofit organizations, academic institutions, and luxury brands that seek to engage with the ultra-affluent segment of the population. Building relationships with the exceptionally wealthy relies on establishing trust, which demands a profound comprehension of their distinct needs, wants, and ambitions. To successfully engage with this exclusive demographic, access to in-depth research and precisely curated intelligence is essential. Utilizing Wealth-X Professional allows users to pinpoint prospective clients and donors that align with their organization's unique goals, while also revealing connections that may exist within their current networks. Moreover, Wealth-X Screening enhances organizations' ability to effectively utilize their customer and prospect data, significantly improving their outreach efforts. In conclusion, this all-encompassing resource empowers users with the essential tools needed to successfully navigate the intricate landscape of the ultra-wealthy market and foster meaningful connections.

What is SalesCred PRO?

SalesCred PRO is an innovative platform harnessing AI technology to enhance the trust-building process for B2B sales professionals. By merging AI-generated insights with real-time data, it equips users with valuable information regarding their prospects and competitive landscape. Key features include: -Digital CredCheckâ„¢: An AI-driven assessment of your online footprint and its implications for your professional credibility. -Daily Opportunity Dashboard: Tools for monitoring trends and engaging with social media effectively. -Deep Real-Time Research: Fast and thorough pre-sales analytics and business intelligence reports. -CredWriterâ„¢, an AI tool, creates engaging content for social media, websites, and emails. -Competitive Intelligence: Provides insights for establishing strategic advantages. -CredCoachâ„¢: A virtual sales mentor powered by AI, developed by SalesFuel, that offers access to a wealth of consultative sales articles; its "Say It Better" feature assists in choosing more tactful and professional language. -CRM Integration: Seamlessly connects with Salesforce.com and other major CRM systems. This cutting-edge platform ultimately aims to empower sales teams to foster stronger relationships and achieve better outcomes in their sales endeavors.

Media

Media

Integrations Supported

ActiveCampaign
Close
Copper
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Pipedrive
Salesflare
Salesforce
Zendesk
Zoom

Integrations Supported

ActiveCampaign
Close
Copper
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Pipedrive
Salesflare
Salesforce
Zendesk
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$39/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Altrata

Company Location

United States

Company Website

wealthx.com/products/professional

Company Facts

Organization Name

SalesFuel

Date Founded

1989

Company Location

United States

Company Website

topai.tools/t/salescred-pro

Categories and 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

Categories and 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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