Redtail CRM vs. Salesforce Financial Services 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 Financial Services Cloud
Score 8.1 out of 10
N/A
The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services…N/A
Pricing
Redtail CRMSalesforce Financial Services Cloud
Editions & Modules
Starter
$20
per month
Basic
$30
per month
Pro
$50
per month
No answers on this topic
Offerings
Pricing Offerings
Redtail CRMSalesforce Financial Services Cloud
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
Redtail CRMSalesforce Financial Services Cloud
Top Pros
Top Cons
Best Alternatives
Redtail CRMSalesforce Financial Services Cloud
Small Businesses
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 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 Financial Services Cloud
Likelihood to Recommend
10.0
(7 ratings)
8.0
(1 ratings)
User Testimonials
Redtail CRMSalesforce Financial Services 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.
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Salesforce
Salesforce helped us organize all leads into one software. Any call in or email lead we were able to record right into Salesforce. It helped coordinate/track/win/loose all opportunities. It's also very user friendly. When we bring on new employees or even interns; we are able to show them what is needed and they are able to jump right in
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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.
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Salesforce
  • Organization.
  • Tracking.
  • User friendly.
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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.
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Salesforce
No answers on this topic
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.
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Salesforce
We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed as a company.
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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!
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Salesforce
  • Helped track everything in one place.
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