Infor Birst vs. Redtail CRM

Infor Birst OEM and embedded analytics are well suited for advanced analytics and business intelligence. It has flexible deployment features and a lot of configuration ability with low code - no coding ability. Ability to ingest data from multiple live data sources. Source data from multiple sources can be segregated into multiple sections based on business criteria. Easily searchable business terms (metadata) across all enterprise analytic content.

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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• End-to-end solution, from raw source data, ETL, warehousing and reporting, Birst is able to do everything we need in one package instead of needing to develop and maintain multiple technologies
• Intuitive report development. The drag and drop creation of reports is simple. More complicated queries are easy to generate.
• Very user-friendly and interactive. A lot of nice features are available both for developers and end users to streamline the process of preparing and consuming data
• Rich API which allows us to programmatically interact with Birst

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• 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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• Birst prices are fairly expensive. License plus cost of users can add up pretty quickly
• Depending on the size of data, rendering of reports can take a little bit. Need faster processing of data
• Takes a little time to understand how to build reports, not the most intuitive UI

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• I would like to see the ability to push annuity business into Redtail like brokerage accounts.
• I would like to be able to attach documents to specific notes instead of just contacts in general.
• Those are the only two cons that I have.

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We have been able to overcome any of the drawbacks we've found with Birst easily and it has fulfilled almost all of our analytic needs to date. Having seen their roadmap it would be highly unlikely we would move away from this platform any time soon. You simply can't beat the functionality that Birst provides for the price and the things I see coming out of the company solidify that our decision to choose Birst was the best possible choice. We have never regretted the decision.

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

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I would like to see additional usability put into the ETL scripting. Recently, Birst added a nice function reference inline to formula creation which has kept me from having to return to documentation so much. The same in ETL would be very beneficial. The interface problems related to the Flex framework are being addressed in a rewrite to HTML 5, but for now they are still a hindrance to a higher usability rating.

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

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We frequently experience -103 errors due to us using the Live Connect functionality, which does not seem to handle even minor interruptions in connectivity, and treats all future connection attempts or data requests as errors, even if the issue does not exist any longer

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.

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Everything runs very fast and smoothly. The only process that I wish was faster would be processing the data after uploading new data or making changes to the existing data model. It can take 15-20 minutes (roughly) to upload and process new data once you start getting into 10's of millions of rows. Given my experience with how long it takes me to pull the same data using SQL Server Management Studio, I don't think Birst is unreasonably slow - but for me to give a higher rating, I would want it to be unreasonably fast

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

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• Poor turnaround time
• Low response rate when the problem at hand are large
• Lack of infrastructural knowledge when it comes to scaling solutions
• Lack of inter team work noticed
• Most of the tickets are open for a long period of time

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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.

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I have attended two different training sessions. The first one was my initial training on the system. It was well paced, clear and concise. If there were questions that were not able to be answered by the instructor, he took down the question and actually followed up and provided us a response quickly. The second session was specific to the dashboard and report design components. This training was very good though there were some attendants who had little or no experience and their questions slowed the class.

Although I found the online resources helpful, a lack of appropriate examples for certain tasks key to report creation and advanced modeling make the online training/documentation less than perfect. For an inexperienced BI professional, the online training would not enable a streamlined launch of the product.

Have clean data! Birst flexibility allows - Start small, then introduce functionality and complexity along the way. If you try to present all the functionality [bells and whistles] and wow them, but bad data is uncovered, the end user blames the new application and turns away.

Birst was better than Domo for our needs because we could get in and tinker with it. Our impression of Domo was that it had a lot of connectors and ready to go reports, but it made too many assumptions about applications we use. We customize too much to use a "ready to go" solution like that. When we looked at Tableau, we liked its visualization capabilities, but it wasn't going to help us do the extractions, ETL, and warehousing of data. It may have come some distance since then.

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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.

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we can see that loading a lot of data can cause a noticable slow down in performance. Birst support indicated that they don't really consider anything less than 30 seconds to be an issue, but that is not the case for our customers, so we have had to change some of implementation to address this

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.

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• Being a manufacturing company we tend to lag behind technologically. But having all the data for different ERP systems in one place has been an eye opener for the executives. It has lessened the need to convert some legacy ERP systems.
• Having such a simple reporting tool is a great asset to some of our sites that have traditionally had trouble gathering data from AS400 systems.

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• 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!

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