Jive-x (formerly Jive Engage) is Jive's external facing community platform for prospects and customers. It is a leading product in the space and most often competes with Lithium Community and Telligent Community.
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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.
Jive-x is great for external communities for support deflection or customer communication and document sharing/editing. If you spend the money on the available add-ons and integrations, you could use it for customer education/learning. It's less appropriate for use as a revenue -generating tool or a lead-generating platform.
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
I write these from the perspective of the Community Manager - You can choose your level of moderation on Jive to match the policies of your organisation. From full on content pre-moderation to to completely reactive moderation, you can take your pick. We chose the latter end of the spectrum, trust your colleagues to be professional and you will be rewarded with professional content.
The ability for users to set up their own groups very easily with out the need to revert to developers is great as this allows individuality. This allows for organic growth with out impact on the budgets of departments and teams to get their work done on Jive. The option is always there to get 'someone in to fancy it up a bit' however you will find that your own people will develop those skills themselves. Your users will also learn from each other and you should actively encourage stealing of best practice from across your organisation.
The knowledge repository or Question and Answer features are the most value-adding for me. Having searchable history that allows your to get answers quickly so the next question can be asked is the reason why you should have a collaboration platform in the first place, Jive makes that easy.
Single Sign On has been a excellent addition for us, if Jive does not make your colleagues lives easier then they won't use it.
You can customize and brand Jive to reflect your company identity.
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
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
For a large company the cost can quickly escalate so this must taken into account when renewing. For me, the decision to review will be taken with upgrading to the cloud version in mind as well. My power users love Jive for it versatility but it is important to note that you must be prepared to constantly train and coach the non-power users
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
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
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
It works wonders. My only gripe would be that there are some customizations you can't make without hiring a vendor with coding experience to implement them.
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
The support has been fantastic when we have been trying to code our own apps. Jive have went above and beyond what was required to help us out. Bugs fixes are generally very good and they are upfront when they are unable to help or a 'problem' is actually in need of Professional Services
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
For the money, it just happens to fit best with our original use case. Now that it's been sold to Aurea, which essentially halted any support or dev for the product before selling it off to Lithium, we will have to eventually move off of it (this assumes Lithium won't hire devs for code they didn't build, and that's not a bad assumption). So, while I recommend it, it's with the caveat that it's been sold and will be evolving in the near future.
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
Hard to quantify the results...but I also left the company before we had built a mature instance of Jive in-house so the final results/impact were yet to be fully realized and measured.
The use of Jive brought together multiple-departments for the first time in our 50+ year old company to truly build an "end-to-end" approach to our marketing/sales/fulfillment/customer service engine. It was truly phenomenal to watch how the internal life-cycle of a prospect-turned-customer literally transformed and unified our inter-departmental teams through the use of Jive Engage.
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
