WEBINAR

Wednesday, June 3rd, at 1:00 PM ET / 10:00 AM PT

Are your highest-value prospects sitting untouched inside Salesforce because your team lacks the right segmentation and activation workflow? Do you know how to measure the true ROI of your data enrichment investment? Are you ready to move from static enrichment to real-time campaign execution—without a single CSV export?

Go-to-market and revenue teams increasingly need more than enriched CRM records to drive results. Too many organizations still rely on manual list exports, one-off segmentation builds, and disconnected workflows that slow down execution and make it nearly impossible to measure impact. Without a direct integration between wealth data, AI-powered segmentation, and Salesforce Campaigns, teams struggle to prioritize the right prospects, activate outreach at the right moment, and prove the return on their data investment.

With Windfall's new Salesforce Campaign Object integration, your team can move from data exploration to go-to-market execution in a single, seamless workflow. Dynamically segment CRM records using wealth, career, and predictive signals and associate them directly with Salesforce Campaigns for native engagement tracking and pipeline impact measurement.

Join Windfall's upcoming webinar with Salesforce and data experts, Matt Donahue and Heer Shaikh, for a deep dive into how leading sales, marketing, and fundraising teams are activating Windfall's AI-powered segmentation directly inside Salesforce to measure program ROI.

In this session, we will explore:

• Windfall's new Salesforce Campaign Object integration: how it works and what it unlocks for your team
• How to build high-impact segments using wealth, career, and predictive signals inside the Windfall application
• Best practices for activating those segments within Salesforce Campaigns without manual exports or operational bottlenecks
• How to track engagement, pipeline impact, and enrichment ROI natively inside your CRM
• Use cases across sales, marketing, fundraising, investor relations, and VIP service teams
• Bonus: Live demonstrations of campaign pushes, reports, and dashboards inside Salesforce

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