Streamline your data management process with the Salesflare + Pareto Platform integration

Salesflare is a Customer Relationship Management platform specifically created for salesmen. Most CRMs require users to enter customer information into their system, which can be a very redundant and painstaking process that decrease the conversion rates of your funnel. Salesflare ditches that part and focuses on what salespeople do best: selling.

Salesflare doesn’t require leads and customers to input their data, such as emails, phone numbers, and address books, into the software. The platform in fact is built on top of salespeople’s existing data pools, which makes it easy to organize and manage the information you need to make a sale. The software automates the whole gathering and storing of customer information, reducing time spent on data entry up to 70%.

Salesflare gives your salespeople a huge boost in terms of productivity and effectiveness, helping them focusing on sales-related tasks instead of spending a significant amount of time on data entry. Thanks to the opportunity prioritizing feature, you and your sales team are always aware about that’s most important. With Salesflare, your time is spent on managing your customers, and not customer data.

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.