Comparison Summary
This comparison report of Salesmate Sales CRM vs. Redtail CRM is based on a specific set of business needs and context. The comparison uses 3848 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Salesmate Sales CRM and Redtail CRM
Salesmate Sales CRM, Redtail CRM, Close CRM, Salesflare, 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.
Salesmate Sales CRM covers Communication Management with E-Mail, Sales Call Management with Phone Calls, Workflow Management with E-Mail, Engagement Management 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.
"Best CRM for me out the 15 I’ve tested. I have spent several days using Pipedrive, Salesforce, Zoho, Freshsales, Close, etc. and I didn’t get the same value " - Anders Hansen
"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.
Salesmate Sales CRM
Focus area
Salesmate Sales CRM is better than Redtail CRM for
Software Failure Risk
About
Sales CRM Software for Growing Sales Teams
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
2016
Financials
PRIVATE
PRIVATE
Business Need
Total Processes
(we found evidences for)
80
42
Total Goals
(we found evidences for)
11
4
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Increase sales & revenue
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Acquire customers
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Enhance customer relationships
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Scale best practices
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Improve efficiency
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Establish thought leadership
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Launch new products
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Enter new markets internationally or locally
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Grow market share
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Build brand awareness
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Increase customer life time value
- See 8 more
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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
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
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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
-
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
