Leverage data and insights from Catchlight directly in Salesforce
Quickly enrich and score your leads based on unique data and insights.
Enrich Leads
Through the Catchlight app on Salesforce, you can quickly and easily add data and insights to lead profiles, giving marketing, business development, and advisors a unique view into the background and anticipated needs of your leads.
Lead enrichment data may include estimated investable assets and income, age range, home ownership, education and employment history, life events, personal interests, hobbies, and more.
All of this data can help business development representatives and advisors make more meaningful connections with prospects.
![add_leads_to_salesforce add_leads_to_salesforce](https://5162763.fs1.hubspotusercontent-na1.net/hub/5162763/hubfs/add_leads_to_salesforce.png?width=400&height=509&name=add_leads_to_salesforce.png)
![Product - Profile page-2 Product - Profile page-2](https://5162763.fs1.hubspotusercontent-na1.net/hubfs/5162763/Product%20-%20Profile%20page-2.png)
Data Matters
We utilize institutional-grade data from first party sources
We gather up to 2,000 data points on any given prospect and run it through models that were developed to predict likelihood to convert. We continuously test by leveraging proprietary data sets from global institutions. We take data seriously so that advisors can focus on growing their firms efficiently and effectively.
![Prioritize_icon Prioritize_icon](https://5162763.fs1.hubspotusercontent-na1.net/hub/5162763/hubfs/Prioritize_icon.png?width=100&height=100&name=Prioritize_icon.png)
Lead Enrichment & Prioritization
![Engage_icon Engage_icon](https://5162763.fs1.hubspotusercontent-na1.net/hub/5162763/hubfs/Engage_icon.png?width=100&height=100&name=Engage_icon.png)
Individual Profiles & Engagement Ideas
![route_leads_in_salesforce route_leads_in_salesforce](https://5162763.fs1.hubspotusercontent-na1.net/hub/5162763/hubfs/route_leads_in_salesforce.png?width=1000&height=502&name=route_leads_in_salesforce.png)
Route Leads
Using Catchlight's unique profile insights, leads can be routed to the right resource or added to the proper campaign based on existing workflows.
For example, a new lead enters Salesforce and through the Catchlight enrichment process, it is found that the lead is a business owner, nearing retirement, and has $1M+ in investable assets. This new lead can be routed to the advisor best equipped to help this individual with their specific goals.
Explore Leads
Not only will the Catchlight app on Salesforce enrich net new leads, you can also build enriched profiles for existing records. Adding additional data and insights on existing leads can give you a new perspective on old names. You'll be able to create segments such as HENRYs who have received company stock, or affluent/mass affluent white collar professionals who may be in the market for estate planning.
Defining segments with Catchlight insights can help improve your nurture campaigns helping to ensure that you are delivering the right messages, to the right prospects, at the right time. All enabled by Catchlight.
![explore_leads_in_salesforce explore_leads_in_salesforce](https://5162763.fs1.hubspotusercontent-na1.net/hub/5162763/hubfs/explore_leads_in_salesforce.png?width=500&height=396&name=explore_leads_in_salesforce.png)
Let's talk about helping you improve prospecting with the Catchlight Salesforce app
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Catchlight℠ is offered by Catchlight Insights LLC. This content does not constitute an offer or recommendation of any securities or investment, tax, legal or other advice. Catchlight does not endorse any investment adviser or provide advice or recommendations to any prospective or existing client of an investment adviser as to the selection or retention of that investment adviser. Catchlight and its affiliates are not responsible for the accuracy of any information provided or for the outcomes of any interactions with existing or prospective clients entered into in reliance on the information provided or for any securities or investment advice provided to any existing or prospective client.
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