Strategic Partner - Pareto Platform

Phone: 1 (866) 593-8020
Web: www.paretoplatform.com

Pareto Platform is a cloud-based Microsoft Dynamics CRM solution designed exclusively for financial advisors. After years of successfully consulting financial advisors on building trusting relationships with their best clients it was easy to conclude that most CRM solutions were not adequate for achieving this goal.

At Pareto Platform, we've integrated our actionable Best Practices and proven Virtual Coaching Process into this unique solution to assist our clients with generating a steady stream of quality referrals in all market conditions, increasing their efficiency, and providing them with a better quality of business and life.

Pareto Platform CRM features include: Group Calendar, Advocate Service Matrix, Advocate Process Groups, Custom Reports, Microsoft Outlook Integration, Business Development Tools, and Marketing Automation, all leading to enhanced and consistent client service.

For complete information, or to arrange a free 30-day trial, visit: www.paretoplatform.com