Streamline your data management process with the Prospect.io + Pareto Platform integration

Prospect.io offers an eponymous sales development and prospecting automation tool that’s trusted by thousands of firms to collect prospect information, help manage prospecting outreach and follow-up, and track prospect engagement with your email or web-based content.

A combination of web application and browser extension, Prospect.io allows sales development representatives and other users to “clip” contact information from across the web and build custom, targeted lead lists. Then, you can filter and sort the list according to a number of variables, and create personalized drip campaigns that will help to engage prospects in a variety of buying stages.

Furthermore, the Prospect.io platform enables robust tracking of engagement with your content; see when a prospect has opened your email, clicked on a link, and/or visited your site to view content, helping ensure you know the proper time and place to connect.

Pareto Platform CRM is a Microsoft Dynamics cloud-based CRM solution designed exclusively for financial consultants.

Pareto offers a mobile app for consultants and their solution does not require installation since it is based on the Microsoft back-end system.

Pareto has customized Microsoft Dynamics for the specific needs of financial consultants with integrated best practices based on the Pareto System Consulting Program.