Hi all,
We are interested in integrating with iWave. We recently learned that they are going to provide screening on the household level in their upcoming new release. We will wait for that opportunity. In the meantime, we would love to find out about your experience with the integration process and how you are using the information. Was it difficult to implement? Do you have any tips to share?
Thanks in advance for sharing!
Susan
Hi Susan,
I'll start by saying that I really enjoy the iWave online platform. Good data, in depth research, and ability to comb through multiple selections. We used the integration for about a year at my organization and almost always ended up back online. I'm not sure if I just never learned how to get the most out of it or what but we didn't find the integration to be that effective. The integration returns the 3 proscores in the Tess account, which is helpful in a pinch, but doesn't provide any of the back-up data like research would on the actual platform. Often, if I was doing individual research, I would head to the online site, perform the research myself, and save everything as a CSI note in Tess. We mostly performed this research for Board prospects and high-impact prospects. For larger swaths of people, we'd perform the screen on the iWave platform.
We're also interested to see how the screen will be updated for household and may look it up when it comes out. (I'd love to hear how it went when you go for it.) But overall, for our purposes, I didn't get much use out of the integration besides a few quick numbers. That being said, if you just need to know off the cuff whether it's worth talking with someone, this will give you a basic overview of their wealth in seconds.
Cheers,
Sean
Thank you so much for your feedback Sean.
I am interested in seeing the Pro scores and additional information that the file would normally provide. It sounded like this is an option but I really want to see what is returned in the record.
My goal is to quick qualify and use internal indicators as well. The purpose would be to determine where there is potential for giving and at what level. Once this was identifies, then we can take a deeper look at certain records while others can go the route of a mainstream ask process. I am happy to provide an update once I have the next call.
Sincerely,