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BenchmarkONE vs Redtail CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of BenchmarkONE vs. Redtail CRM is based on a specific set of business needs and context. The comparison uses 4071 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing BenchmarkONE and Redtail CRM

BenchmarkONE, Redtail CRM, GreenRope, Agile CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

BenchmarkONE covers Engagement Management with E-Mail, Communication Management with E-Mail, Contact List Management with E-Mail, Training & Onboarding with E-Mail, etc.

Redtail CRM focuses on Workflow Management, Contact List Management with E-Mail, Engagement Management with Offline, Relationship Management with E-Mail, etc.

"We have seen great results since using BenchmarkONE. We've grown our Maddie Network (contacts) by 25% since we started using it. We're also able to see what emails are most engaging and have been able to increase our open rates and CTR based on the ...insights BenchmarkONE gives us. " - Brittany Ransonet

"Andrew was so, so patient and methodical. Didn't get frustrated with my total lack of knowledge with software program and didn't make me feel as ignorant as I am with setting up Outlook email. " - Art

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo BenchmarkONE

Focus area

BenchmarkONE is better than Redtail CRM for

Software Failure Risk

  • medium

logo Redtail CRM

Focus area

Software Failure Risk

  • low

About

Sales and marketing software for small businesses and marketing agencies

Web-based easy-to-use client management solution designed specifically for Financial Professionals which helps to eliminate redundant data entry and create consistency across the platforms used in daily operations.

Age

2011

Financials

SERIES A

PRIVATE

Business Need

Total Processes
(we found evidences for)

90

42

Total Goals
(we found evidences for)

13

4

Top Processes

Evidences indicate better relative satisfaction


communication management

sending & publishing communications

tracking & monitoring communications


engagement management

engaging and following up

engaging with scheduling & cadence


contact list management

creating contact list


training & onboarding


campaign management

campaign monitoring


generation of new leads




social media management

social media analytics

monitoring social media

scheduling post to social media


helpdesk management



content management







competitive intelligence


sales document management

proposal & quote management

contract management


account management


relationship management


lead qualification

lead qualification: technographic

lead qualification: behavioural

lead qualification: demographic




workflow management


social media marketing




discount management


promotion management


business development


personalized marketing



follower management


database marketing



pipeline management


customer feedback management

measuring customer satisfaction


relationship marketing


lifetime value management



trade show marketing



segmentation and targeting


conversion management


revenue cycle management


sales call management

meeting management


conference call management


Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve ROI

  • Scale best practices

  • Improve digital and social presence

  • Enter new markets internationally or locally

  • Build brand awareness

  • Grow market share

  • Improve internal communications

  • Launch new products

  • Improve brand engagement

  • Establish thought leadership

  • See 10 more
  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Increase sales & revenue

  • See 1 more

Top Channels

Channels Used

  • e-mail

  • mass media

  • offline

  • website

  • phone calls

  • user generated content

  • blogs

  • video

  • text SMS

  • events

  • trade shows

  • promotions

  • social media

  • point of sale

  • mobile

  • chat

  • See 13 more
  • e-mail

  • mass media

  • offline

  • website

  • phone calls

  • user generated content

  • blogs

  • video

  • text SMS

  • events

  • trade shows

  • promotions

  • social media

  • point of sale

  • mobile

  • chat

  • See 13 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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Business Setting