AdvocateHub helps B2B marketers capture customer enthusiasm and use it to drive marketing and sales efforts. With AdvocateHub, B2B marketers build an advocate community and invite customers into it to complete “challenges” like referrals, reference calls or product reviews. As they complete challenges, advocates gain points, badges and levels which can be used for a variety of perks and privileges.
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Redtail CRM
Score9.6 out of 10
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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.
$20
per month
Pricing
Influitive
Redtail CRM
Editions & Modules
No answers on this topic
Starter
$20
per month
Basic
$30
per month
Pro
$50
per month
Offerings
Pricing Offerings
Influitive
Redtail CRM
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
To learn more about Influitive's pricing, please reach out to a member of our sales team.
We have seen success with information sharing. Giving customers another way to access our resources has been a huge help for them. While we see good engagement numbers there are still some limitations to getting our advocates to complete the 'harder' challenges, like a testimonial or reference
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
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.
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 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.
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 Admin view is not as intuitive as the user view and the functionality just isn't as great. I wish it had almost the same layout/interface as how the customer sees it so I didn't have to constantly enter Preview mode.
I wish there were more included integrations in the regular Influitive package.
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
Depending on the cost and new features to be added, our company might be motivated to renew the use of Influitive. However, a lot depends on the year to come and the enhancements that can better our experience and add more gamification to the platform. Adding elements that can woo our target audience.
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 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
Overall, Influitive is very easy to use for customers. There's a bit of a learning curve for new admins, but that's only because Influitive isn't always intuitive. The UI is confusing in certain places. I expect something to be in one place, and I find it somewhere else entirely. This is the only reason my usability rank isn't higher
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
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
Yes, always available and extremely quick. The availability is 10 on 10 for sure. We also have situations where their team might not be working or on a holiday, but if we have an event, they are available and ensure smooth running. That is the beauty of having Influitive take care of 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
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
Influitive AdvocateHub interacts with Blackbaud Champions and is an on-time response system. What I mean by that is once data is entered in Influitive AdvocateHub, it is updated in real time and I can access a computer and the data is there immediately. Sometimes the rewards do not show up right away and I am under the assumption that the delay is caused by an influx of traffic.
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 a problem can be easily addressed, Influitive Support is all over it! They're fast and always easy to work with. Some of the larger, or more unique problems, can get a little lost. I'd love to see a bit more follow-up on these more important issues, instead of me needing to reach out to find the status of a previously submitted issue. Overall, everyone at Influitive is kind and wants to help!
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
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
I was taught and made to show all features that could help me learn more about the platform and this was great hands-on training for me. I picked up things faster than others and did have time to create challenges and make changes while someone was around to supervise and help.
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 training was extensive and gave me the knowledge/ skills that I needed in order to implement my advocacy program using Influitive's Advocate Hub. I also meet on a regular basis with my Customer Success Manager. My Success Manager helps give me ideas for my program and helps me ensure that it's successful. Influitive is really invested in my success. They act more like a partner than a vendor
I think some of the key insights I can put forward are all aligned to simply being organized. Make sure you have a well thoughts out plan where you have taken all factors into account. Prioritize the list of deliverables, and make sure you have all the right people alighed to assist internally & externally. If you have a well organized plan you will be set up for success.
Vanilla is great for forums, but they don't have the gamification/challenges piece that is so important toward building advocacy. I've found a similar circumstance with Salesforce communities--good if you're looking primarily for crowdsourced tech support and QA, but nothing "sticky" for really building a thriving community, or the advocacy piece
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. TR verified that a representative sample of customers was invited. 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
Influitive has helped us generate hundreds of reviews on sites like G2, TrustRadius, and Capterra, which has resulted in various awards and positive placement on grid reports.
Influitive has helped us generate dozens of case studies and hundreds of quotes that can be used in sales and marketing campaigns.
Influitive has generated thousands of survey responses to help our product team better understand what our customers want, which has had a direct impact on our product roadmap.
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
