Google Universal Analytics was an enterprise-level analytics solution that was sunset in July of 2024.
$150,000
Up to 1 Billion hits/month
Redtail CRM
Score9.6 out of 10
N/A
Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.
As I have discussed previously their insights were very useful. The second thing is since it is a Google product you will connect the data very easily from other platforms like Bigquery, Google Drive, etc. and even you can connect Google marketing platform. through this tool, you can track your live campaign how they were performing, and how it will be engaging your customer as well.
It is extremely well suited to client management in the insurance and financial services industries. I think it would not be nearly as useful in a retail setting as many of the features would be irrelevant.
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It is an excellent cloud analytics platform that is easy to install and configure and easy to deploy and use, allowing us to measure web traffic and other tools.
It is an entirely online tool; it does not take up hard disk space like other desktop tools.
Since this tool is draggable, Google is constantly adding more features.
Even beginners who do not have a custom dashboard can get information. If there is a problem somewhere on the site that needs to be investigated, Google Analytics 360 will notify you.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Redtail CRM gives the capability to have a place to store all client-related documents in a readily accessible, yet secure, location.
Redtail CRM has a feature to input notes and comments on particular clients in order to keep track of communications with and steps taken for those clients. Those notes can be easily accessed across the firm.
Redtail CRM allows all email communications to be stored in a safe and secure manner as well as making those communications accessible on demand.
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Generally I think there is a lot you can do within the tool, but as it is a Google product it means there is limited support - something which I think lets all of the platform stacks down
There could be more visual signifiers to identify if a feature is a normal or 360 feature. This would mean you can really get to grips with what the extra more advanced elements are
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Google Analytics 360 is an upgraded version of the most widely used web/app analytics tracking tools in the market. The price is stable and predictable making it a long-term product of choice. It's easy to use and pairs so well with other Google Marketing Platform products.
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The platform is easy to use and train on. It is a one stop shop with all the information needed to maintain a clean client relationship. We recently had our scheduled audit done and Redtail was helpful in pulling the different reports we needed to produce for the audit
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The UI is very easy to navigate and use. The features are well designed and intuitive. As long as the user has a good understanding of basic digital analytics definitions and capabilities, this tool should be quite easy to use. I consider Google Analytics Premium to be the easiest of all of the enterprise solutions out there to use.
Was good and still is good. Seems like when a company acquires another they try to squeeze out more profit and forget what made them successful in the first place. Reducing staff and support seems inevitable, even though the number of users has increased significantly over the past 10 years
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Generally speaking, Red Tail has been available whenever needed. there was a time period however where it was down and not available, giving 500 errors when trying to log in. They explained that it was due to upgrades they were making and it has virtually disappeared. Has now been available 99% of the time.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Overall general performance is quite satisfactory. Some of the automation factors that other products have available are slowly migrating to Red Tail. When these add ons are available and fully implemented, it greatly increases the power and usability of the CRM. Occasionally there are products that will not intergrade due to the nature of how they are set up
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
If you purchase Premium through a reseller like LunaMetrics, you are going to be taken care of. The additional amount of support and services that a reseller provides to make sure you have the best experience with the product is the reason why the reseller program exists to begin with. Support doesn't have to be just reactive, it can be proactive as well.
We use the HELP section of Redtail often. If it is taking you more than 5 minutes to figure out than go to the HELP desk. We have had only great experiences when reaching out for help. We also LOVED the Redtail University we attended.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There is a ton of information online about Google Analytics, but Google Analytics Premium users will have dedicated support and training from Google or an Authorized Reseller.
If you already have the basic version of GA installed, "getting" GA Premium happens immediately through a virtual flipping of the switch - no need to re-implement. You'll want to expand your use of custom dimensions and metrics (you get 10x the amount with Premium). Ideally, you'll be using a tag management solution to talk with GA Premium, in concert with implementing a dataLayer (to note, Google's Tag Manager platform is covered under the same GA Premium SLA, and it's free). There are some welcomed "configurations" with GA Premium, such as integrating with DoubleClick products, activating data driven attribution models, and building roll-up executive reports - but all of these are easy point and click solutions. In comparison with any other enterprise analytics solution, implementing GA and GA Premium is traditionally easier and more flexible. And if you have any trouble or need an extra set of hands for implementation, GA Certified Partners like LunaMetrics can help
Unless you have very complex and edge case analytics needs, Google Analytics [360 (formerly Google Analytics Premium)] is likely going to be the best choice. From both a cost and usability stand point, Google wins. Adobe has the edge case when you need to create really custom reports, dimensions, metrics, etc. In my experience, this is rarely the case and you end up biting off more than you can chew. Stick with Google unless you are or plan on hiring an Adobe Analytics expert.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Quite honestly, I have visibility into a number of CRM systems and Redtail stands alone as the strongest contender. It has the most thorough and customizable interface of any I have encountered. There are few other tools that offer the unmatched flexibility and the depth that any business could stand to profit from.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The biggest problem seems to have been with the email module. connection issues, sync issues, compliance updates, etc. The concept is great however there seems to be issues in getting it to work consistently. When it works, it works well. It seems that the frequency of downtime had been greatly reduced however.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Redtail makes it easy to log customer interactions for compliance related fields.
With Redtail, you don't have to worry about losing information. Just pull up the customer's profile and make some notes on what is going on. You can never be too detailed in the advisor industry.
The integration ability at Redtail really saves us heaps of time. You can feed information over from the custodian straight over to another 3rd party. API is game changing!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
