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Description

Advisor Promoter is an innovative marketing automation platform designed to assist advisers in establishing connections with both customers and potential clients, fostering meaningful interactions, and ultimately driving business success. Developed by a skilled team of marketing and technology experts with a robust background in creating enterprise-level marketing automation solutions for global markets, Advisor Promoter redefines ease of use while maintaining high functionality. Our system is meticulously crafted to utilize cutting-edge technology, enabling advisers to minimize compliance risks by automating tedious tasks such as the review process. Additionally, it enhances the nurturing of existing relationships through a variety of potent pre-designed campaigns, while also generating new leads through referral initiatives paired with engaging, easily shareable content that can be monitored across various social media platforms. By simplifying the complexities of marketing automation, we empower advisers to focus on what matters most—their clients. Ultimately, Advisor Promoter embodies the essence of making marketing automation accessible and effective for all advisers.

Description

Enhance your connections with customers by personalizing their experiences to foster deeper relationships. By refining customer communication and creating fluid customer journeys, Dynamics 365 Marketing empowers sales teams and nurtures leads effectively. Effortlessly design individualized multichannel pathways that convey the appropriate message at the optimal time and platform, thus cultivating meaningful connections. Leverage marketing automation, integrated data, and business processes linked to Dynamics 365 Sales to efficiently nurture leads and boost opportunities within the customer pipeline. Elevate the performance of your automated marketing efforts using AI-driven insights, lead scoring, and tailored dashboards, while also obtaining a comprehensive view of customers through integration with Dynamics 365 Customer Insights. The ability to personalize and augment Marketing's functionalities is simplified by connecting it with the existing apps and services you rely on. Additionally, built-in privacy features ensure compliance with GDPR regulations, allowing you to focus on building trust with your audience. This holistic approach ultimately leads to stronger customer loyalty and sustained business growth.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AXtension Content Gate
Airbyte
Alumio
Codeless Platforms BPA Platform
Dynamics 365 Customer Insights
EasyTerritory
Hootsuite
Infobip
Kixie PowerCall & SMS
Lyftrondata
Microsoft Customer Experience Platform
Microsoft Dynamics 365
Microsoft Dynamics 365 Finance
Microsoft Dynamics Supply Chain Management
Microsoft Power Apps
Robo-Commodity
Salesbuzz
SmartConnect
TeleSign
The Asset Guardian EAM (TAG)

Integrations

AXtension Content Gate
Airbyte
Alumio
Codeless Platforms BPA Platform
Dynamics 365 Customer Insights
EasyTerritory
Hootsuite
Infobip
Kixie PowerCall & SMS
Lyftrondata
Microsoft Customer Experience Platform
Microsoft Dynamics 365
Microsoft Dynamics 365 Finance
Microsoft Dynamics Supply Chain Management
Microsoft Power Apps
Robo-Commodity
Salesbuzz
SmartConnect
TeleSign
The Asset Guardian EAM (TAG)

Pricing Details

$100 per month
Free Trial
Free Version

Pricing Details

$1500 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Moberate Technologies

Founded

2016

Country

New Zealand

Website

www.advisorpromoter.com

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

dynamics.microsoft.com/en-us/marketing/overview/

Product Features

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Product Features

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Alternatives

Alternatives