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Blackbaud Luminate Online vs Wealthbox CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Blackbaud Luminate Online vs. Wealthbox CRM is based on a specific set of business needs and context. The comparison uses 3231 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Blackbaud Luminate Online and Wealthbox CRM

Blackbaud Luminate Online, Wealthbox CRM, EveryAction, Salsa CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Blackbaud Luminate Online covers Communication Management with E-Mail, Engagement Management with Offline, Event Management with Offline, Campaign Management with E-Mail, etc.

Wealthbox CRM focuses on Collaboration with Offline, Workflow Management, Contact List Management with Website, Conference Call Management with Offline, etc.

"Children’s Discovery Museum of San Jose will continue to offer a rich environment where children learn in their own hands-on and minds-on ways with one another—a respite from the distance learning and isolation of the past year. " - Cheryl Blumenthal

"Wealthbox’s powerful enterprise features combined with a sleek user experience result in high CRM adoption among our team and takes the pressure off so we can focus on our clients’ financial success. " - Toussaint Bailey

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Blackbaud Luminate Online

Focus area

Blackbaud Luminate Online is better than Wealthbox CRM for

Software Failure Risk

  • medium

logo Wealthbox CRM

Focus area

Wealthbox CRM is better than Blackbaud Luminate Online for

Software Failure Risk

  • medium

About

Blackbaud Luminate Online | Comprehensive Cloud Solution for Engaging Your Constituents

Modern CRM for financial advisors

Age

1981

Financials

IPO

Business Need

Total Processes
(we found evidences for)

61

40

Total Goals
(we found evidences for)

10

4

Top Processes

Evidences indicate better relative satisfaction


communication management

sending & publishing communications

tracking & monitoring communications


engagement management

engaging and following up



campaign management

campaign monitoring

campaign analytics


helpdesk management


training & onboarding


content management


social media management

social media analytics

scheduling post to social media



generation of new leads



contact list management

creating contact list


products & pricelist management


personalized marketing


advocacy management


workflow management


trade show marketing


relationship management



sales document management

contract management


rating and review management





knowledge management

creating knowledge base


calendar management




touchpoint management


channel management




opportunity management


conference call management


meeting management


sales call management

meeting management



pipeline management


Top Goals

Goals Achieved

  • Improve digital and social presence

  • Scale best practices

  • Increase sales & revenue

  • Improve ROI

  • Acquire customers

  • Enhance customer relationships

  • Increase customer life time value

  • Improve stakeholder relations

  • Improve internal communications

  • Launch new products

  • See 7 more
  • Acquire customers

  • Enhance customer relationships

  • Grow market share

  • Improve digital and social presence

  • See 1 more

Top Channels

Channels Used

  • offline

  • e-mail

  • social media

  • events

  • trade shows

  • mass media

  • website

  • video

  • Twitter

  • phone calls

  • user generated content

  • blogs

  • point of sale

  • See 10 more
  • offline

  • e-mail

  • social media

  • events

  • trade shows

  • mass media

  • website

  • video

  • Twitter

  • phone calls

  • user generated content

  • blogs

  • point of sale

  • See 10 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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medium

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Migration Risk

low

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medium

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Business Setting