Poseidon helps sales professionals and sales development representative teams automate social selling and sales outreach. It achieves this by centralizing prospect data, offering personalized content delivery, providing coaching and analytics, and integrating multi-channel communications in one platform.
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Poseidon is recommended for wealth advisors and registered investment advisors who want to grow their practice through personalized outreach and authentic storytelling. It helps you connect with prospects, manage campaigns, and build trust to increase your assets under management.
Poseidon offers custom pricing tailored for solo advisors and firm-wide teams, with no listed starting price and direct sales contact required. The Independent Advisors plan includes unlimited message and campaign templates, HubSpot and LinkedIn Sales Navigator integrations, AI-powered email writing, and data verification. The Firm-wide Growth plan adds enterprise features like Salesforce integration, custom campaign sequences, team onboarding, lead pre-qualification, and full campaign management for larger teams.
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Poseidon requires a basic configuration where you connect your outreach channels and set up your content library, which can be completed solo in minutes. After signing up, you’ll quickly customize basic settings to start managing campaigns and tracking engagement efficiently.
Poseidon
