The Pareto Platform Group Calendar is designed to allow Financial Advisors and their teams to organize their businesses, effectively manage their time, and restore liberation and order to their personal and business lives. The Group Calendar has an intuitive interface which allows you to quickly view the tasks each team member is working on for the day, week, or month. Each calendar item is color-coded by User, Type, and Division for easy reference.

This tool is central to putting the advisor and their team in control of their business. All actions are tracked automatically, tasks can be assigned en masse, and appointments can be rescheduled with a simple drag-and-drop. All completed tasks are saved as permanent records and cannot be changed, by owners or administrators, which both differentiates Pareto Platform from competitors and is a very important piece to compliance reporting requirements.

The Pareto Platform Advocate Service Matrix will allow your team to deliver ongoing client service with the highest degree of consistency and predictability. Consistency is a fundamental element of trust and overall client satisfaction. Your Advocate Service Matrix will ensure your best clients receive the time and attention they deserve.

This tool allows you to easily implement, automate, and deliver a fixed service program for each client classification group. You can use time, energy and money resources efficiently to provide service to each of the classifications, using specific service items, on a specific frequency, based directly on the value that those classifications. This in turn creates a consistent quality experience, which ultimately builds higher levels of trust with your best clients, improves client loyalty, and enhances refer-ability by cultivating an experience that your top clients will want others to experience as well.

The Pareto Platform Advocate Process Groups allow users to model and implement their business processes quickly, easily, and effectively. When an Advocate Process Group is applied, a series of activities will be automatically placed on the Group Calendar, delegated to specific team members, and performed according to sequence. Each process step can include thoroughly detailed instructions to ensure that even new users have all the information they require to successfully execute and complete each activity.

By utilizing the Microsoft Dynamics CRM for Outlook add-in, Pareto Platform CRM can be seamlessly integrated into the everyday Outlook experience by displaying CRM sections as folders in the Outlook Navigation Pane. This add-in also allows direct integration of Outlook email, contact, and task functionality, allowing users to:

• Send email using CRM: Users can easily send email messages from within a contact's CRM record. Once sent, email activities are automatically created and recorded into the contact's history.
• Track incoming email messages as CRM activities: Pareto Platform CRM can be configured to automatically check incoming email messages and determine whether email messages should be linked and saved as a CRM record.
• Import Outlook Contacts into CRM: Outlook contacts can be manually tracked or imported en masse via the Add Contacts Wizard.
• Mail Merge: Utilize this feature to create personalized letters, labels and email messages for all of your campaigning needs. Mail Merge activities can be automatically created and saved to the records of all involved contacts.

Optimize your business development efforts with the familiar and intelligent features of Pareto Platform CRM. Take advantage of a highly intuitive interface and embedded Microsoft Office capabilities to increase time with customers, shorten sales cycles, increase close rates and achieve real-time insight.

Get a CRM marketing solution that is flexible, easy to use and engineered to fit your business. Transform every touch point into a marketing opportunity and harness the undiscovered potential within your customer base. With familiar and intelligent marketing capabilities in Pareto Platform CRM, you can market more effectively, improve productivity and gain actionable insight into your marketing efforts.

Pareto Platform CRM meets the changing expectations of clients with a service solution that is robust and flexible. Users find familiar functionality and an interface that let them work in a personal, natural way. This intelligent solution informs client service professionals with guidance that is insightful and actionable. The result is a connected, collaborative and integrated organization.