Projector PSA vs. Redtail CRM

We think Projector PSA is a great tool to track and manage people in a professional service environment like management consulting. This system is easy to set up, easy to understand and should easily suit the needs of smaller and medium sized firms. It may be less appropriate for firms that rely very heavily on project management through another system (like MS Project) or firms that rely very heavily on a sales pipeline tracking system. While still very much possible to use, you would (I believe) have to do some re-keying between systems

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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• Projector is a very well designed tool for project management. It has allowed us to eliminate a number of auxiliary tools for project timelines and WBS for the vast majority of our projects.
• Time and expense entry is intuitive and quick for our staff.
• Our forecasting and resource management capability has improved greatly with Projector and allows us to grow our team efficiently with minimal additional administrative burden.
• Reporting is extremely robust. It does require some time to really get a handle on the full functionality of the reporting tool, but once you do, you can get almost any kind of report you want out of the system!

• 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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• Release management process needs to be improved. Currently no facility is provided to test the impact of new releases in a sand-box. This introduces business risk if there are interfaces into Projector PSA as part of it's use in the business.

• 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 using this tool for a year now and find our use of it continually evolves and broadens. We are also very excited about the overhaul that's under way and feel many of the improvements being put in place will help make us that much more effective and efficient. The Projector team is also very responsive and collaborative in terms of user feedback and improvement suggestions, which helps us know they will work hard to help us get what we need out of the tool.

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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Desktop interface feels complex to new users.

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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In 5 years of use we have never experienced an unscheduled outage.

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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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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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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We did pursue Quick Arrow another tool that was similar. We found that be in inflexible in use. Projector allows a lot of flexibility in setup. Our organization has very specific business processes and we were able to set up Projector to work with those processes. Several other systems we tried were not as flexible in allowing set up to our needs.

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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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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• Even in the small time that I stayed to see Projector PSA reporting I saw ROI projections become more realistic. There was real data to analyze that proved we were spending way too much and charging way too less on some projects.
• Although employees were not used at entering their hours, this single reporting improved operations management and validated employees concerns that more people were needed to manage workload
• Project proposals were more realistic because they were driven by real data.
• Decision making overall for the department became more efficient and effective

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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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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