WEBINAR

Thursday, March 5th, at 1:00 PM ET / 10:00 AM PT

What if you could activate your highest-value prospects in Salesforce without exporting lists, rebuilding segments, or guessing who to prioritize?

With Windfall’s new Salesforce Campaign Object integration, you can.

Join us for an upcoming webinar where we’ll show how Windfall’s AI-powered segmentation now integrates directly into Salesforce Campaigns, enabling immediate action and campaign-specific ROI tracking. Instead of just enriching records, you can now:

• Dynamically segment your Salesforce CRM records using wealth, career, and predictive signals
• Identify high-capacity, high-intent Salesforce Lead and Contacts
• Associate those records with a new or existing Salesforce Campaigns
• Track engagement and pipeline impact natively inside CRM

This creates a seamless workflow between data exploration and go-to-market execution: no CSVs, no manual uploads, and no operational bottlenecks. Whether you’re focused on acquisition, retention, premium sales, or fundraising, this session will show you how to move from static data enrichment to real-time campaign activation.

In this webinar, Windfall experts Tyler Dillard and Hunter Bingham will be exploring:

• Windfall’s new Salesforce Campaign Object integration
• How to build high-impact segments and create recurring workflows using the Windfall Application
• Best practices for activating segments within Salesforce Campaigns
• Use cases across sales, marketing, fundraising, investor relations, and VIP service teams
• Bonus: Live demonstrations of campaign pushes, reports, and dashboards in Salesforce

Please fill out the form to save your seat. We hope you and your team will join us!