Pareto Platform

Canada · 15 Employees
The Pareto Platform powered by Microsoft Dynamics CRM is a SaaS-based CRM solution designed exclusively for financial advisors. It is a customized client relationship manager integrated with a complete suite of compliant practice management and business development tools and templates. It also includes a turnkey virtual coaching process with instant access to practice management and business development coaching modules consisting of video or audio tutorials, additional reading material and actionable steps and tools to implement each module/concept. Every action an advisory team needs to competitor proof clients, uncover hidden assets, attract a higher quality and quantity of referrals while running a more productive and efficient business can be brought to life using the Pareto Platform. And Pareto Platform provides you and your team with unlimited tech support. You are never left to your own devices. You don't have to be a software expert.

概述

国家 Canada
成立时间 2003
总部 #8 – 2604 Enterprise Way, Kelowna, British Columbia V1X 7Y5, CA
电话号码
网站
LinkedIn http://www.linkedin.com/company/pareto-platform
Twitter
Facebook
员工数 15
行业 information technology & services,
简介 The Pareto Platform powered by Microsoft Dynamics CRM is a SaaS-based CRM solution designed exclusively for financial advisors. It is a customized client relationship manager integrated with a complete suite of compliant practice management and business development tools and templates. It also includes a turnkey virtual coaching process with instant access to practice management and business development coaching modules consisting of video or audio tutorials, additional reading material and actionable steps and tools to implement each module/concept. Every action an advisory team needs to competitor proof clients, uncover hidden assets, attract a higher quality and quantity of referrals while running a more productive and efficient business can be brought to life using the Pareto Platform. And Pareto Platform provides you and your team with unlimited tech support. You are never left to your own devices. You don't have to be a software expert.

技术

常见问题

Pareto Platform 在哪里?

Pareto Platform 的总部位于 #8 – 2604 Enterprise Way, Kelowna, British Columbia V1X 7Y5, CA

Pareto Platform 的电话号码是多少?

Pareto Platform 的电话号码是

Pareto Platform 的官方网站是什么?

Pareto Platform 的公司官方网站是

Pareto Platform 是做什么的?

Pareto Platform 的业务有哪些?

customer relationship management,practice management,efficiencies,automated work processes

Pareto Platform 的年收入是多少?

Pareto Platform 的收入是 7000000美元

Pareto Platform 有多少员工?

Pareto Platform 有 15 名员工

Pareto Platform 属于哪个行业?

Pareto Platform 从事以下行业: information technology & services

Pareto Platform 使用什么技术?

Pareto Platform 使用的一些流行技术包括:

如何联系 Pareto Platform?

Pareto Platform 联系信息: 电话号码:， 网站:， 邮箱：bpr***@***.com

Pareto Platform 的社交媒体链接是什么?

Pareto Platform 领英：http://www.linkedin.com/company/pareto-platform,fackbook：,twitte:

Pareto Platform 是一家上市公司吗?

不是

Pareto Platform 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 Pareto Platform?

Pareto Platform 有 0 家投资者,包括 。

管理层

Brad Prodger

Vice President Strategy

James Adamson

Corporate Relationship Manager

员工

Eugene Carriere

Tech Support

Anthony McPhate

Business Development Representative

Nathan Kleger

Client Support

Chris Cheslock

Sales

Pareto Platform

Tech Support

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