Comparison Summary
This comparison report of Redtail CRM vs. Salesforce CRM is based on a specific set of business needs and context. The comparison uses 103006 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Redtail CRM and Salesforce CRM
Redtail CRM, Salesforce CRM, Eway CRM, monday sales 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.
Redtail CRM covers Workflow Management, Contact List Management with E-Mail, Engagement Management with Offline, Relationship Management with E-Mail, etc.
Salesforce CRM focuses on Engagement Management, Contact List Management, Communication Management with E-Mail, Sales Document Management, etc.
"TJ led me right through the process of getting my question answered and problem solved. I was setting up a new team member's webmail and wanted the integration portion to work with the CRM. Good job! " - Shelley
"Partnering with Salesforce Ventures puts access to a world of business expertise and acumen at your fingertips. Salesforce Ventures doesn t just bring the investment but offers the complete package. " - Husayn Kassai
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.
About
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.
Salesforce CRM | Customer Relationship Management solution that brings companies and customers together
Age
1999
Financials
PRIVATE
IPO
Business Need
Total Processes
(we found evidences for)
42
168
Total Goals
(we found evidences for)
4
23
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Acquire customers
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Enhance customer relationships
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Improve internal communications
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Increase sales & revenue
- See 1 more
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Enhance customer relationships
-
Acquire customers
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Increase sales & revenue
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Scale best practices
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Improve ROI
-
Improve internal communications
-
Grow market share
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Launch new products
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Improve stakeholder relations
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Enter new markets internationally or locally
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Improve efficiency
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Establish thought leadership
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Improve brand engagement
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Improve digital and social presence
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Build brand awareness
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Improve visibility
-
Manage risk
-
Increase customer life time value
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Improve consistency
-
Shorten ramp up time
-
Improve navigation
-
Increase average basket value
-
Reduce bounce
- See 20 more
Top Channels
Channels Used
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e-mail
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phone calls
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social media
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offline
-
mobile
-
website
-
point of sale
-
user generated content
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blogs
-
mobile app
-
chat
-
promotions
-
on premises
-
video
-
trade shows
-
omnichannel
-
causes and charity
-
text SMS
-
Facebook
-
games
-
events
-
channel partners
-
review sites
-
LinkedIn
-
Amazon
-
Twitter
-
newsletter
-
support groups
-
mass media
-
display advertisement
-
coupons
-
Slack
-
Instagram
-
print media
-
magazine
-
Netflix
-
television
-
radio
-
Pinterest
-
movies
-
Whatsapp
-
out of home
-
Doubleclick
-
brochure
-
billboards
-
Glassdoor
-
eBay
-
Facebook page
-
Facebook at work
- See 46 more
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e-mail
-
phone calls
-
social media
-
offline
-
mobile
-
website
-
point of sale
-
user generated content
-
blogs
-
mobile app
-
chat
-
promotions
-
on premises
-
video
-
trade shows
-
omnichannel
-
causes and charity
-
text SMS
-
Facebook
-
games
-
events
-
channel partners
-
review sites
-
LinkedIn
-
Amazon
-
Twitter
-
newsletter
-
support groups
-
mass media
-
display advertisement
-
coupons
-
Slack
-
Instagram
-
print media
-
magazine
-
Netflix
-
television
-
radio
-
Pinterest
-
movies
-
Whatsapp
-
out of home
-
Doubleclick
-
brochure
-
billboards
-
Glassdoor
-
eBay
-
Facebook page
-
Facebook at work
- See 46 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
