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At a Glance
Market Segments
Small-Business (90.8% of reviews)
Mid-Market (46.0% of reviews)
Entry-Level Pricing
Contact Us
$25.00 1 User Per Month
Redtail Technology
Star Rating
(210)4.3 out of 5
Market Segments
Small-Business (90.8% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Free Trial is available
Browse all 3 pricing plansSalesforce Sales Cloud
Star Rating
(25,307)4.4 out of 5
Market Segments
Mid-Market (46.0% of reviews)
Pros & Cons
Entry-Level Pricing
$25.00 1 User Per Month
Free Trial is available
Browse all 4 pricing plansRedtail Technology vs Salesforce Sales Cloud
When assessing the two solutions, reviewers found Redtail Technology easier to use, set up, and administer. Reviewers also preferred doing business with Redtail Technology overall.
- Reviewers felt that Salesforce Sales Cloud meets the needs of their business better than Redtail Technology.
- When comparing quality of ongoing product support, reviewers felt that Redtail Technology is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Redtail Technology over Salesforce Sales Cloud.
Pricing
Entry-Level Pricing
Redtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Salesforce Sales Cloud
Starter Edition
$25.00
1 User Per Month
Out-of-the-box CRM for up to 10 users
- Automatic data capture
- Lead Management
- Opportunity Management
Free Trial
Redtail Technology
Free Trial is available
Salesforce Sales Cloud
Free Trial is available
Ratings
Meets Requirements
8.6
181
8.8
13,800
Ease of Use
8.6
185
8.2
17,779
Ease of Setup
8.5
97
7.8
8,743
Ease of Admin
8.8
60
7.9
4,444
Quality of Support
8.8
171
8.1
12,037
Has the product been a good partner in doing business?
9.0
62
8.4
4,407
Product Direction (% positive)
8.5
182
8.2
13,474
Features by Category
Sales Force Automation
Not enough data
8.8
9458
|
Verified
Not enough data
8.3
6391
|
Verified
Not enough data
8.7
9179
|
Verified
Not enough data
8.3
9432
|
Verified
Not enough data
8.0
7313
|
Verified
Not enough data
8.2
7604
|
Verified
Not enough data
8.0
6752
|
Verified
Not enough data
8.1
6652
|
Verified
Not enough data
8.3
7403
|
Verified
Marketing Automation
Not enough data
8.0
6664
|
Verified
Not enough data
8.1
6986
|
Verified
Not enough data
8.5
8015
|
Verified
Not enough data
7.9
5424
Customer Support
Not enough data
8.3
6809
|
Verified
Not enough data
8.1
6382
|
Verified
Not enough data
8.2
6779
|
Verified
Not enough data
8.0
5495
|
Verified
Not enough data
8.2
5985
|
Verified
Reporting & Analytics
Not enough data
8.5
8935
|
Verified
Not enough data
8.5
9122
|
Verified
Not enough data
8.2
7428
|
Verified
Mobile & Social
Not enough data
7.9
5615
|
Verified
Not enough data
7.8
5246
|
Verified
Not enough data
7.7
6095
|
Verified
Platform
Not enough data
8.5
3586
|
Verified
Not enough data
8.5
3593
|
Verified
Not enough data
8.6
3617
|
Verified
Not enough data
8.4
2894
|
Verified
Not enough data
8.5
3167
|
Verified
Not enough data
8.1
3188
|
Verified
Not enough data
8.7
3593
|
Verified
Not enough data
8.1
3022
Integration
Not enough data
8.5
2599
|
Verified
Not enough data
8.5
3053
|
Verified
Not enough data
8.5
2889
|
Verified
Generative AI
Not enough data
7.6
883
Agentic AI - CRM
Not enough data
7.9
245
Not enough data
7.9
245
Not enough data
8.2
242
Not enough data
8.0
239
Not enough data
8.0
237
Not enough data
8.1
239
Not enough data
8.2
241
Reports
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Self Service
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Advanced Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Building Reports
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Cartography
Not enough data
8.7
39
Not enough data
8.4
35
Not enough data
8.6
39
Not enough data
8.4
39
Analysis
Not enough data
8.4
32
Not enough data
8.5
38
Not enough data
8.5
35
Not enough data
8.5
34
Reporting
Not enough data
8.7
33
Not enough data
8.5
28
Not enough data
8.7
26
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Facilitation
Not enough data
8.6
270
Not enough data
8.8
292
Not enough data
8.8
314
Not enough data
8.6
288
Organization
Not enough data
8.9
349
Not enough data
8.8
340
Not enough data
8.8
334
Performance Analysis
Not enough data
8.4
282
Not enough data
8.8
305
Sales Analysis
Not enough data
8.4
283
Not enough data
8.8
297
Generative AI
Not enough data
8.5
122
Not enough data
8.4
122
Agentic AI - AI Sales Assistant
Not enough data
9.1
25
Not enough data
9.1
25
Not enough data
9.0
24
Not enough data
9.0
23
Not enough data
9.2
24
Not enough data
9.2
24
Not enough data
9.2
24
Integrated Workflows
Not enough data
8.7
519
Not enough data
8.5
511
Not enough data
8.1
467
Not enough data
8.1
462
Not enough data
8.9
521
Not enough data
8.4
470
Not enough data
8.6
483
Repeatability and Reportability
Not enough data
8.4
484
Not enough data
8.7
502
Not enough data
8.7
498
Not enough data
8.4
484
Not enough data
7.8
418
AI and Automation
Not enough data
8.5
463
Not enough data
8.4
470
Not enough data
8.3
429
Not enough data
8.0
433
Not enough data
7.8
415
Generative AI
Not enough data
7.4
269
Agentic AI - Sales Engagement
Not enough data
8.3
89
Not enough data
8.5
90
Not enough data
8.6
87
Not enough data
8.4
89
Not enough data
8.3
89
Not enough data
8.3
89
Not enough data
8.5
88
Call Analytics
Not enough data
8.7
132
Not enough data
8.6
136
Not enough data
8.7
132
Not enough data
8.9
132
Agent Performance Management
Not enough data
8.7
141
Not enough data
8.7
125
Not enough data
8.7
142
Generative AI
Not enough data
8.2
57
Agentic AI - Conversation Intelligence
Not enough data
8.8
12
Not enough data
9.2
13
Not enough data
9.3
12
Not enough data
9.2
13
Not enough data
8.8
12
Not enough data
9.1
13
Not enough data
9.1
13
Text Messaging
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
SMS Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - SMS Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Revenue Sourcing and Forecasting
Not enough data
8.6
64
Not enough data
8.4
64
Not enough data
8.8
65
Not enough data
8.5
62
Not enough data
8.4
62
Not enough data
8.3
56
Not enough data
8.2
57
CRM Data Enrichment
Not enough data
8.1
62
Not enough data
8.4
60
Not enough data
8.2
58
Not enough data
8.0
61
Not enough data
8.5
55
Account Management
Not enough data
8.2
62
Not enough data
8.0
62
Not enough data
8.1
59
Not enough data
8.2
58
Not enough data
8.6
54
Not enough data
8.4
55
Agentic AI - Revenue Operations & Intelligence (RO&I)
Not enough data
7.7
19
Not enough data
8.1
19
Not enough data
8.2
19
Not enough data
8.1
19
Not enough data
8.0
19
Territory Mapping
Not enough data
8.8
35
Not enough data
8.6
33
Not enough data
8.4
33
Route Planning
Not enough data
9.0
32
Not enough data
9.0
34
Not enough data
9.2
35
Sales Performance Management
Not enough data
8.3
30
Not enough data
8.4
33
Not enough data
9.0
33
Presentation and Forms
Not enough data
8.0
29
Not enough data
8.3
32
Not enough data
8.5
32
Integrations
Not enough data
8.1
156
Not enough data
8.5
157
Not enough data
8.1
157
Not enough data
8.1
156
Not enough data
8.8
157
Branding & Customizatio
Not enough data
8.1
151
Not enough data
8.2
155
Not enough data
8.3
154
Automatic Rules & Configurations
Not enough data
8.4
155
Not enough data
8.3
154
Not enough data
8.0
157
Agentic AI - Business Scheduling
Not enough data
8.5
33
Not enough data
8.3
33
Functionality
9.2
10
Not enough data
9.3
10
Not enough data
7.8
10
Not enough data
Usability
7.7
10
Not enough data
8.8
10
Not enough data
7.2
9
Not enough data
Reliability
8.3
10
Not enough data
8.5
10
Not enough data
9.7
10
Not enough data
Agentic AI - Email Backup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Sales Performance Features - Sales Planning
Not enough data
8.4
175
Not enough data
8.5
165
Not enough data
8.5
170
Not enough data
8.6
171
Not enough data
8.6
169
Not enough data
8.8
168
Not enough data
8.2
165
Territory Management - Sales Planning
Not enough data
8.6
166
Not enough data
8.5
171
Quota & Capacity Management - Sales Planning
Not enough data
8.4
168
Not enough data
8.4
175
Not enough data
8.4
169
Agentic AI - Sales Planning
Not enough data
8.5
57
Not enough data
8.5
56
Agentic AI - Lead Scoring
Not enough data
7.8
52
Not enough data
8.2
52
Not enough data
7.9
52
Not enough data
8.0
53
Attribution
Not enough data
8.9
447
Not enough data
8.9
451
Not enough data
8.6
433
Discovery
Not enough data
8.9
454
Not enough data
8.6
449
Not enough data
8.6
431
Management
Not enough data
8.5
419
Not enough data
8.7
437
Platform
Not enough data
8.6
429
Not enough data
8.6
429
Agentic AI - Sales Performance Management
Not enough data
8.4
75
Not enough data
8.6
75
Not enough data
8.5
76
Incentives
Not enough data
8.2
440
Not enough data
8.4
503
Not enough data
8.0
438
Not enough data
8.6
515
Personalization
Not enough data
8.6
484
Not enough data
8.8
561
Not enough data
8.9
593
Not enough data
8.6
538
Administrative
Not enough data
8.7
566
Not enough data
8.5
529
Not enough data
8.4
510
Agentic AI - Email Tracking
Not enough data
8.2
65
Not enough data
8.4
63
Not enough data
8.4
63
Not enough data
8.3
64
Not enough data
8.4
64
Not enough data
8.3
63
Not enough data
8.4
66
Analytics
Not enough data
8.3
570
Not enough data
8.4
578
Not enough data
8.4
592
Customizations
Not enough data
8.7
622
Not enough data
8.5
590
Not enough data
8.6
626
Not enough data
8.4
571
Not enough data
8.4
599
Generative AI
Not enough data
7.5
292
Agentic AI - Sales Analytics
Not enough data
8.3
81
Not enough data
8.5
80
Not enough data
8.3
80
Not enough data
8.3
80
Not enough data
8.3
80
Data Sourcing
Not enough data
8.5
967
Not enough data
8.7
998
Not enough data
8.3
902
Not enough data
8.7
1029
Not enough data
8.6
962
Predictive Analytics
Not enough data
8.4
944
Not enough data
8.6
957
Not enough data
8.1
855
Not enough data
8.3
895
Sales Management
Not enough data
8.7
984
Not enough data
8.1
858
Not enough data
8.6
979
Not enough data
8.8
1047
Agentic AI - Outbound Call Tracking
Not enough data
8.5
38
Not enough data
8.5
39
Calling
Not enough data
8.5
186
Not enough data
8.4
177
Not enough data
8.7
186
Not enough data
8.7
183
Not enough data
8.8
43
Contacts
Not enough data
8.8
177
Not enough data
8.7
180
Not enough data
8.7
182
Insights
Not enough data
9.1
187
Not enough data
8.9
183
Not enough data
8.3
179
Not enough data
8.5
189
Not enough data
8.4
183
Not enough data
8.6
39
Agentic AI - Sales Coaching
Not enough data
9.1
22
Not enough data
9.0
22
Not enough data
9.1
22
Not enough data
9.2
22
Training
Not enough data
8.8
259
Not enough data
8.8
251
Not enough data
8.5
211
Not enough data
8.5
246
Feedback
Not enough data
8.8
239
Not enough data
8.6
236
Not enough data
8.6
216
Not enough data
8.6
204
Not enough data
8.9
228
Not enough data
8.9
229
Not enough data
8.7
202
Generative AI
Not enough data
7.7
73
Agentic AI - Sales Enablement
Not enough data
8.1
32
Not enough data
8.2
32
Not enough data
8.3
32
Content Management
Not enough data
8.3
352
Not enough data
8.2
343
Not enough data
8.2
328
Not enough data
8.5
319
Not enough data
8.3
336
Analytics
Not enough data
8.7
343
Not enough data
8.4
342
Not enough data
8.5
224
Not enough data
8.3
351
Learning Management - Sales Enablement
Not enough data
8.6
25
Not enough data
8.7
25
Not enough data
8.6
25
Revenue Enablement - Sales Enablement
Not enough data
8.5
25
Not enough data
8.5
26
Not enough data
9.1
25
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
7.2
105
Not enough data
Platform Additional Functionality
7.5
93
Not enough data
8.6
114
Not enough data
7.9
95
Not enough data
7.6
100
Not enough data
6.6
80
Not enough data
Platform Reporting and Analytics
8.1
91
Not enough data
6.9
78
Not enough data
Customer Support
8.4
96
Not enough data
8.0
98
Not enough data
8.1
102
Not enough data
7.9
94
Not enough data
Marketing Automation
7.0
81
Not enough data
7.6
90
Not enough data
6.6
82
Not enough data
Sales Force Automation
6.9
83
Not enough data
8.2
95
Not enough data
6.1
72
Not enough data
5.9
72
Not enough data
6.9
73
Not enough data
Agentic AI - Financial Services CRM
6.5
17
Not enough data
Categories
Categories
Shared Categories
Redtail Technology and Salesforce Sales Cloud share no categories
Unique Categories
Redtail Technology is categorized as Financial Services CRM, SMS Marketing, Document Management, and Email Backup
Salesforce Sales Cloud is categorized as Business Scheduling, Field Sales, Conversation Intelligence, Sales Engagement, AI Sales Assistant, Sales Coaching, Sales Enablement, Sales Planning, Sales Analytics, Lead Scoring, Email Tracking, Sales Performance Management, CRM, Revenue Operations & Intelligence (RO&I), Outbound Call Tracking, and Location Intelligence
Reviews
Reviewers' Company Size
Redtail Technology
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Salesforce Sales Cloud
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
85.9%
Investment Management
5.3%
Insurance
2.4%
Accounting
1.9%
Marketing and Advertising
1.5%
Other
2.9%
Computer Software
13.5%
Information Technology and Services
11.8%
Financial Services
6.8%
Marketing and Advertising
4.9%
Internet
3.2%
Other
59.7%
Discussions
Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?
1 Comment
HG
I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD...Read more
What is Redtail Imaging used for?
1 Comment
TK
We use it as an internal file storage for ComplianceRead more
Redtail Technology has no more discussions with answers
When do you need a CRM?
11 Comments
MA
Your writing is really informative, especially because it's so meaningful and updated. Thanks for sharing this wonderful post!
Your writing is really...Read more
How can total cost of ownership (TCO) be made better using Salesforce?
11 Comments
AS
When planning for a Salesforce implementation and creating your budget you’ll want to consider the total cost of ownership (TCO). Figuring this out will help...Read more
What are the features of CRM software?
8 Comments
MM
1. Customer Management,
2. Employee Day to Day Activity tracking,
3. Make your business process smooth
4. Automated workflow
5. Validated workflow...Read more
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