Comparison Summary
This comparison report of Salesforce Essentials vs. Redtail CRM is based on a specific set of business needs and context. The comparison uses 3483 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Salesforce Essentials and Redtail CRM
Salesforce Essentials, Redtail CRM, Siebel CRM, Vtiger all-in-one 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.
Salesforce Essentials covers Engagement Management, Helpdesk Management with Social Media, Sales Document Management with Social Media, Knowledge Management with Social Media, etc.
Redtail CRM focuses on Workflow Management, Contact List Management with E-Mail, Engagement Management with Offline, Relationship Management with E-Mail, etc.
"I want to democratize the development of technology. With the Salesforce platform, we can give the power away to our business community. " - Jane Moran
"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.
Salesforce Essentials
Focus area
Salesforce Essentials is better than Redtail CRM for
Software Failure Risk
About
Build stronger customer relationships, with the CRM built for small business
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
1999
Financials
IPO
PRIVATE
Business Need
Total Processes
(we found evidences for)
82
42
Total Goals
(we found evidences for)
16
4
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Improve stakeholder relations
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Improve ROI
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Increase customer life time value
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Improve efficiency
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Improve brand engagement
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Build brand awareness
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Grow market share
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Increase average basket value
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Improve digital and social presence
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Improve internal communications
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Scale best practices
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Launch new products
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Establish thought leadership
- See 13 more
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Acquire customers
-
Enhance customer relationships
-
Improve internal communications
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Increase sales & revenue
- See 1 more
Top Channels
Channels Used
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e-mail
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mass media
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offline
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website
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phone calls
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user generated content
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blogs
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video
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text SMS
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events
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trade shows
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promotions
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social media
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point of sale
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mobile
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chat
- See 13 more
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e-mail
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mass media
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offline
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website
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phone calls
-
user generated content
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blogs
-
video
-
text SMS
-
events
-
trade shows
-
promotions
-
social media
-
point of sale
-
mobile
-
chat
- See 13 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
