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.
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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
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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