Done-For-You Prospecting and Outbound for Wealth Advisors

"One of Poseidon's strongest features is the shared LinkedIn connection list. Instead of waiting for lead lists from my team, I am able to search their entire list of connections and identify potential leads. Poseidon also offers an incredibly user-friendly interface."

"Poseidon is the easiest tool I've used to reach the right people at scale. It's also much more secure than other tools out there. Ash and his team have been a dream to work with, offering to go above and beyond to make sure that we're targetting the right people and have more information than we'd have with any other vendor. I've used four of five other tools in the past, and Poseidon is by far the best one I've used."

"The UI/UX of Poseidon is far better than other products on the market. I've used everything from outreach, Hubspot, Salesloft. Poseidon feels the most modern and intuitive. Not having to bounce between multiple tools like Zoominfo etc, and to have that integrated directly into the platform is a huge time saver. The notes, account notes, and contact adjusting is far superior to what outreach has."

"Simplifies the visibility teams have into interactions prospects are having with outbound collateral, push notifications for engagement // Structured in a way that is conducive to training others on best practices (templates, intuitive interface that can be helpful for positive habit-forming, etc.) // When multithreading outreach to a parent company, interactions with all prospects within the company are easy to visualize alongside all historic engagement // Less screen hopping, less manual work // Tagging ability helps with segmenting leads by your preferred method"

"- It's easy to keep track of the leads you reached out to - Great overview of who was contacted - Decrases the amount of manual work - Automate your Outbound strategy end to end"

"1. The makers of the tool keep it simple. Too many tools try to sell you into their method which is always too much. If you have a clear point of view of how you want to sell, what you want out of a tool, and not a bunch of extra, this is a good choice. 2. Of the automation tools out there, this one gives you the satisfaction of actually doing the work on screen. It doesn't just do it in the background in a black box. I didn't realize how valuable this would be until I saw it. 3. The founder and engineers are extremely accessible. Service-wise, I feel heard as a customer and many times the product team has gone out of their way to make little things possible for me. Review collected by and hosted on G2.com."

"As a self-described dinosaur who remembers when prospecting was done with a phone and index cards, Poseidon has taken me to a different level in outreach. Easy to use, great support (hat tip Ash); if you're wondering how to advance your sales efforts in a digital world, contact Poseidon today."

"I love that enables touching buyers at different points in the journey, and across the different channels that they may be communicating in. The modern buyers' journey is complicated and multi-faceted, you need a sales co-pilot that understands that and works with it."

"Like my title suggest, I am happy to find a tool that let's me focus all of my sales outreach in one place (including videos and documents)"