Redtail CRM vs. Salesforce Sales Cloud

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Redtail CRM
Score 8.7 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.
$20
per month
Salesforce Sales Cloud
Score 8.4 out of 10
N/A
Salesforce Sales Cloud is a platform for sales with a community of Sellers, Sales Leaders, and Sales Operations, who use the solution to grow sales and increase productivity. The AI CRM for Sales features data built right in, so that companies can sell faster, sell smarter and sell efficiently. Salesforce Sales Cloud is used for, and supports: Buyer Engagement Sales Engagement Enablement Sales AI Sales Analytics Team…
$25
per month
Pricing
Redtail CRMSalesforce Sales Cloud
Editions & Modules
Starter
$20
per month
Basic
$30
per month
Pro
$50
per month
Starter
$25.00
Per User/Per Month
Professional
$80.00
Per User/Per Month
Enterprise
$165.00
Per User/Per Month
Unlimited
$330.00
Per user/Per month
Offerings
Pricing Offerings
Redtail CRMSalesforce Sales Cloud
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeOptional
Additional Details
More Pricing Information
Community Pulse
Redtail CRMSalesforce Sales Cloud
Considered Both Products
Redtail CRM
Chose Redtail CRM
Redtail is intuitive! I love how Redtail tends to be geared specifically towards financial advisors. There are some great CRMs out there, but nothing that takes care of a niche group like Redtail does. Redtail is built to make advisors successful and comply with FINRA. If you …
Chose Redtail CRM
First off. I have a love-hate relationship with Salesforce. It's a jack of all trades, master of none. That being said, maybe you run a bigger company and need different reports for different departments... It may make sense. To be 100% honest, I rejoice every day that I am …
Salesforce Sales Cloud

No answer on this topic

Top Pros
Top Cons
Features
Redtail CRMSalesforce Sales Cloud
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Redtail CRM
-
Ratings
Salesforce Sales Cloud
7.7
239 Ratings
0% above category average
Customer data management / contact management00 Ratings8.6239 Ratings
Workflow management00 Ratings7.9230 Ratings
Territory management00 Ratings7.4183 Ratings
Opportunity management00 Ratings8.4233 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings7.5218 Ratings
Contract management00 Ratings7.2190 Ratings
Quote & order management00 Ratings7.5173 Ratings
Interaction tracking00 Ratings7.5204 Ratings
Channel / partner relationship management00 Ratings7.6165 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Redtail CRM
-
Ratings
Salesforce Sales Cloud
7.5
81 Ratings
0% above category average
Case management00 Ratings7.881 Ratings
Call center management00 Ratings7.564 Ratings
Help desk management00 Ratings7.366 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Redtail CRM
-
Ratings
Salesforce Sales Cloud
7.7
218 Ratings
2% above category average
Lead management00 Ratings7.9213 Ratings
Email marketing00 Ratings7.4182 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Redtail CRM
-
Ratings
Salesforce Sales Cloud
7.5
221 Ratings
1% below category average
Task management00 Ratings7.5211 Ratings
Billing and invoicing management00 Ratings7.157 Ratings
Reporting00 Ratings7.8174 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Redtail CRM
-
Ratings
Salesforce Sales Cloud
7.8
234 Ratings
2% above category average
Forecasting00 Ratings7.4203 Ratings
Pipeline visualization00 Ratings7.8222 Ratings
Customizable reports00 Ratings8.2231 Ratings
Customization
Comparison of Customization features of Product A and Product B
Redtail CRM
-
Ratings
Salesforce Sales Cloud
8.1
225 Ratings
7% above category average
Custom fields00 Ratings8.1223 Ratings
Custom objects00 Ratings8.1213 Ratings
Scripting environment00 Ratings7.9158 Ratings
API for custom integration00 Ratings8.1186 Ratings
Security
Comparison of Security features of Product A and Product B
Redtail CRM
-
Ratings
Salesforce Sales Cloud
8.7
227 Ratings
4% above category average
Single sign-on capability00 Ratings8.8194 Ratings
Role-based user permissions00 Ratings8.6200 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Redtail CRM
-
Ratings
Salesforce Sales Cloud
7.4
143 Ratings
2% above category average
Social data00 Ratings7.5142 Ratings
Social engagement00 Ratings7.3139 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Redtail CRM
-
Ratings
Salesforce Sales Cloud
7.8
194 Ratings
9% above category average
Marketing automation00 Ratings7.8190 Ratings
Compensation management00 Ratings7.8130 Ratings
Platform
Comparison of Platform features of Product A and Product B
Redtail CRM
-
Ratings
Salesforce Sales Cloud
7.1
205 Ratings
5% below category average
Mobile access00 Ratings7.1205 Ratings
Best Alternatives
Redtail CRMSalesforce Sales Cloud
Small Businesses
Creatio
Creatio
Score 9.1 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Redtail CRMSalesforce Sales Cloud
Likelihood to Recommend
10.0
(7 ratings)
8.4
(371 ratings)
Likelihood to Renew
-
(0 ratings)
9.0
(56 ratings)
Usability
-
(0 ratings)
7.5
(120 ratings)
Availability
-
(0 ratings)
9.8
(27 ratings)
Performance
-
(0 ratings)
9.0
(18 ratings)
Support Rating
-
(0 ratings)
5.7
(91 ratings)
In-Person Training
-
(0 ratings)
7.9
(11 ratings)
Online Training
-
(0 ratings)
9.1
(15 ratings)
Implementation Rating
-
(0 ratings)
1.0
(18 ratings)
Configurability
-
(0 ratings)
10.0
(2 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
8.8
(9 ratings)
Product Scalability
-
(0 ratings)
8.7
(30 ratings)
Professional Services
-
(0 ratings)
9.3
(8 ratings)
User Testimonials
Redtail CRMSalesforce Sales Cloud
Likelihood to Recommend
Orion Advisor Tech
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.
Read full review
Salesforce
Salesforce Sales Cloud is, in my experience, well suited to large B2B businesses who are driving demand and lead generation, and tracking customers through the funnel. It is a system we needed for a long time and has made a huge difference. However, I think it would have been more appropriate for a smaller business / a business who sets this up earlier on. There are great advantages to having historical data. It is really useful for allowing all commercial teams to work together, including sales, new business, marketing, client success etc. However, it relies too much too often on human error. If more things were automated and simpler, perhaps with AI queries, it could be easier to use
Read full review
Pros
Orion Advisor Tech
  • 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.
Read full review
Salesforce
  • Logging notes: SF makes it easy to log notes in the timeline or static notes that live in an easy-to-see spot for longevity.
  • Logging activities: It's easy to post a call, text, email, etc.
  • API data: Once connected, SF is critical to automation, such as website activity, login activity, pages visited, etc., which saves the Customer Success side time in understanding account activity.
  • Custom fields: you can add custom fields to really personalize your experience. We use quite a few and it's brilliant.
Read full review
Cons
Orion Advisor Tech
  • 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.
Read full review
Salesforce
  • I have hard-coded the auto-update of the phone number format and state format from some codes shared by the community, but I do not know where to do it. I cannot reset it either.
  • It is unclear what functionalities each version has. We use the enterprise version, and it seems we can only have one design of the pipeline. But different business segments would have very different sales cycles, and hence, pipeline tracking would be different. It would be nice to have this available in our version.
  • It seems I cannot create a report to pull notes logged at the account levels.
Read full review
Likelihood to Renew
Orion Advisor Tech
No answers on this topic
Salesforce
There are days when I wish we hadn't switched, but I know that if we put in the time, we will get to where we want to be with the software and that it has many more capabilities than anything else we looked at. However, the amount of time and onboarding we need to do is also far greater than we realized/were told when we originally bought the product. They told us we should hire onboarding support, but at the end, after we had already reached our budget maximum for this, so it's been slower than we had hoped.
Read full review
Usability
Orion Advisor Tech
No answers on this topic
Salesforce
Salesforce has been designed on the basis of "Clicks, not code". So anyone willing to learn the Salesforce user interface (which is quite good as far as management software platforms go) is able to become a Salesforce user or even a Salesforce administrator. You don't have to know coding language to work in the Salesforce environment. Also, Salesforce has one of the best software training resources (Trailhead) that I have ever encountered. It is free to all, easy to use, and most importantly it is interactive. No scrolling through endless text in a user manual. There are hands-on modules and related videos interlaced and through it all you earn points and badges to display your level of learning.
Read full review
Reliability and Availability
Orion Advisor Tech
No answers on this topic
Salesforce
Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
Read full review
Performance
Orion Advisor Tech
No answers on this topic
Salesforce
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
Points per Salesforce -
1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs.
2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers.
3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years.
4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed.
5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale.
6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com.
7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements.
8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training.
9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
Read full review
Support Rating
Orion Advisor Tech
No answers on this topic
Salesforce
The overall support has been good. More and more features are being released quite frequently. Very small features are also making big difference in how the tool can be adapted and used better. If there is anything we need or are stuck, the support team sets up a call and helps in resolving the issue/provides workarounds.
Read full review
In-Person Training
Orion Advisor Tech
No answers on this topic
Salesforce
I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.

I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business
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Online Training
Orion Advisor Tech
No answers on this topic
Salesforce
I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.

We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this
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Implementation Rating
Orion Advisor Tech
No answers on this topic
Salesforce
Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.
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Alternatives Considered
Orion Advisor Tech
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.
Read full review
Salesforce
The thing that puts Sales Cloud above the top is its simple user interface, which is easy to interact with. The visuals and automation are also quite amazing. Given its attention to data and customer relationship management, Sales Cloud is tough to beat. Of course, Microsoft Dynamics integrates nicely with other Microsoft products, and Monday is a tool everyone is familiar with, so it is hard to compete with those.
Read full review
Contract Terms and Pricing Model
Orion Advisor Tech
No answers on this topic
Salesforce
Salesforce is the most widely used CRM system. Professionalism tends to increase when things go wrong for market leaders. Salesforce considers us as users because they own the market. Having all of our data in one place and all of our teams working within Salesforce. Anyone who uses Salesforce is impacted by it, even if they don't.
Read full review
Scalability
Orion Advisor Tech
No answers on this topic
Salesforce
Salesforce sales cloud implementation can give you the desired outcome for your business. Its workflow, approval, sync, and file-sharing features help automate the process. The Macros feature helps business to shorten their sales cycle. Sales Cloud also allows businesses to make the right decision with its real-time business insights and analysis.
Read full review
Professional Services
Orion Advisor Tech
No answers on this topic
Salesforce
Using Salesforce.com has made my daily routines more efficient and simplified the manual tasks I had to perform independently. I can now access data from any device, online or offline, and provide better guidance to my team about the forecasts provided by the built-in artificial intelligence (AI). A chat with a Salesforce support specialist would be great. The knowledge base has a community forum where Salesforce users can ask questions and learn more about the product.
Read full review
Return on Investment
Orion Advisor Tech
  • 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!
Read full review
Salesforce
  • All tools we've implemented with Salesforce had a pretty quick positive ROI with the exception of CPQ & Billing. That was a very large project that I would only suggest for businesses with many SKUs that tend to be packaged together.
Read full review
ScreenShots

Salesforce Sales Cloud Screenshots

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