Mailchimp is an email marketing and marketing automation platform. Beyond just tracking how campaigns perform, Mailchimp takes it a step further by analyzing data from over half a billion emails to show why campaigns perform, driving informed decisions.
$0
per month
Redtail CRM
Score 9.1 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.
For any E-commerce related needs, like you need to see a list of customers who have added products to cart but did not purchase, this can be done really easily, but if your e-commerce provider provides integration, then it is best suited. Most of the systems in the Market provide out-of-the-box integration. Their API is also very easy it can be integrated to any language. You can integrate it into your custom developed system and use the features, like adding customers to specific lists. Also, if your lists become really big, then their system can get a bit slow to respond via API, so you might need a strategy for how you are gonna fetch the data using API.
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.
Mailchimp allows you to manage your mailing list really well. You can subscribe people, unsubscribe people manage the mailing list directly into segments, and what not.
Mailchimp has features where you can create campaigns based on your mailing lists and send out newsletters to your subscribers based on a multitude of parameters that you can setup. Such as send email daily, weekly, monthly and they also have event based mails that you can send out.
Mailchimp also has a feature where you can design your emails. The look and aesthetics are very important when sending emails to your subscribers and all those needs are addressed here.
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.
We've had Mailchimp for about ten years, I want to say. I started with the company about four years ago, and I don't see us ever diverting to another source. It's easy for us to use, and we have all our clients already built into the database. I imagine we'll use them for as long as we have the company.
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
The interface is a bit complicated, and I need to spend some time to learn new functions and understanding how it works. I don't like working with email templates because of the limited customization options. However, functions like AI for generating emails, segmentation, and analytics still work well and are very useful.
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
I have, in the 4+ years that I've used Mailchimp, never seen an issue that restricted the use of their software/tools. I don't know of a single time when they're system crashed or went down. I could be wrong, but I honestly haven't experienced any issues with outages, errors or unplanned downtime
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.
I haven't noticed any slow speeds from Mailchimp or their tools. I think the landing pages load quickly and look nice. The email reports and editing operates smoothly and doesn't take time to load. Additionally, when I use Mailchimp in conjunction with Zapier + Hubspot I don't notice any drag between any of these tools
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
Website tools were easy to use and understand so a novice can easily meet or exceed their client's expectations! Loved that we were able to totally customize so that the e-mail we created conveyed our client's overall messaging consistent with their branding! Client love that we can provide turnkey services to support their sales and marketing teams!
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.
It's pretty easy to get up and running! There's a slight learning curve on a few things, but once you find where everything is located, you can import your list and send your first email. It really makes our clients feel great to see how quickly they can get that first email out.
I don't think they are comparable; we use Google Ads to put our website at the top of the list when someone googles certain words. We use meta business to manage our social media. Google aims to gain customers, while Mailchimp is used to interact with both existing and new customers.
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.
Mailchimp over the years I've used it has grown in leaps and bounds. They have added so many additional features than were previously available. They are truly an all-in-one marketing platform now. If you're a small operation and just want to add email to your marketing efforts, they're there for you. If you're a larger operation and want to start sending postcard advertisements, they can do that. If you'd good with that and want to kick up your marketing by going social, you can do that on their platform. They are truly able to be as small as you need, but also get quite large in whatever it is you'd like to do through their system.
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.
One of my retail web store clients was sending out email specials and notices about once a month. After clicking the send button, we would watch Google Analytics and the current site users would light up immediately. Often, the current site visitors would pop up to 20, 30 or more after the email was sent. On a normal day, seeing 1 or 2 online users would be OK.
Pretty much in all cases, we could see an uptick in positive activity after sending out a Intuit Mailchimp email to a list.
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!
