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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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Airbyte No 
Alumio No 
Bloomreach No 
CELUM No 
Codeless Platforms BPA Platform No 
EasyTerritory No 
Hootsuite No 
Infobip No 
Kixie PowerCall & SMS No 
LinkedIn No 
Lyftrondata No 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Finance No 
Microsoft Power Apps No 
Microsoft Power Automate No 
Robo-Commodity No 
SSIS Integration Toolkit No 
Salesbuzz No 
TeleSign No 
The Asset Guardian EAM (TAG) No 

Integrations

Airbyte Yes 
Alumio Yes 
Bloomreach Yes 
CELUM Yes 
Codeless Platforms BPA Platform Yes 
EasyTerritory Yes 
Hootsuite Yes 
Infobip Yes 
Kixie PowerCall & SMS Yes 
LinkedIn Yes 
Lyftrondata Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Finance Yes 
Microsoft Power Apps Yes 
Microsoft Power Automate Yes 
Robo-Commodity Yes 
SSIS Integration Toolkit Yes 
Salesbuzz Yes 
TeleSign Yes 
The Asset Guardian EAM (TAG) Yes 

Pricing Details

$100 per month
Free Trial No 
Free Version No 

Pricing Details

$1500 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

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 Yes 
Analytics / ROI Tracking No 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms No 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing No 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Product Features

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform Yes 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing Yes 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Alternatives

Alternatives