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Salesforce Sales Cloud vs Redtail CRM Comparison

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Overview

Category Leaders

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps...

Category Leaders

Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

No videos yet

Pricing

Starting from

25

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

99

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

10.1K

6.3K

1.5K

262

161

  • Value for money
  • Ease of use
  • Features
  • Customer support
95%
would recommend this app

4.1

81

5

4

3

2

1

37

24

15

2

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
82%
would recommend this app

Pros

Helping to bring the business up to date with a system that is modern and innovative. It is user friendly and easy to add new functionalities to it according to the business needs.
As a socially responsible company, it feels good to support another company like Salesforce that is committed to these values too.
Salesforce remains the best CRM application for growing our business because of the amazing features. Integration of third-party and add-on options it offers.

Pros

I love that it's built like an Investment software so many of the fields are already related to Finance which is right in the alley for Insurance. And my favorite feature of all is the Reminder.
Customize fields which is super important because there are certain things that we keep track of that is unique to us and wouldn't necessarily be popular fields found in CRMs.
Quicklist feature at the top is super helpful for people you regularly need to contact. Templated notes makes note taking for things like tax season really easy.

Cons

Terrible experience I wouldn't recommend to even our biggest competitor, Salesforce is totally unintuitive and with very bad UX. Expensive, hard to use and hard to manage.
There are times when the automation fails and gives back inaccurate data. We have to trouble shoot almost weekly to figure out what happened.
The only negative aspect I've encountered while utilizing SalesForce is that saving entered data is not done automatically and can lead to losing work.

Cons

They deny that they have a problem and do not understand financial planning.
The reporting area is the most-complex, time-consuming, difficult, complicated, horrific, stressful thing I've ever witnessed in my 30+ years in the workforce.
There is a serious lack of training at the initial on-boarding. Also, the biggest negative - the customer service team needs a lot of work.
  • Vendor responds to reviews
  • Last review9 days ago
  • Vendor responds to reviews
  • Last review4 months ago

Key features

  • Total features192
  • "What If" Scenarios
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Agent Management
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Assignment Management
  • Audience Targeting
  • Auto-Dialer
  • Automatic Call Distribution
  • Batch Processing
  • Bid Management
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Control
  • Buyer Management
  • CRM
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call List Management
  • Call Logging
  • Call Management
  • Call Monitoring
  • Call Recording
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Cataloging/Categorization
  • Change Order Management
  • Channel Management
  • Chat/Messaging
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Communication Management
  • Competitive Analysis
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Dynamic Modeling
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Management
  • Engagement Tracking
  • Estimating
  • Event Triggered Actions
  • Exception Reporting
  • Field Sales Management
  • Financial Management
  • For AEC Industry
  • For Financial Institutions
  • For Insurance Industry
  • For Mac Devices
  • For Real Estate
  • For Real Estate Agencies
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Goal Management
  • Graphical Data Presentation
  • Inbox Management
  • Interaction Tracking
  • Internal Chat Integration
  • Job Costing
  • Job Scheduling
  • Key Performance Indicators
  • Knowledge Base Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Listing Management
  • Live Chat
  • Marketing Automation
  • Medical History Records
  • Meeting Management
  • Mobile Access
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Currency
  • Opportunity Management
  • Patient Communications
  • Patient Management
  • Performance Management
  • Performance Metrics
  • Physician Management
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Presentation Tools
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Purchase Order Management
  • Quotes/Estimates
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Recommendations
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Statistical Analysis
  • Subcontractor Management
  • Support Ticket Management
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Training Management
  • Transaction Management
  • Version Control
  • Visual Analytics
  • Warranty Tracking
  • Web-based Deployment
  • Workflow Management
  • Total features33
  • "What If" Scenarios
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Agent Management
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Assignment Management
  • Audience Targeting
  • Auto-Dialer
  • Automatic Call Distribution
  • Batch Processing
  • Bid Management
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Control
  • Buyer Management
  • CRM
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call List Management
  • Call Logging
  • Call Management
  • Call Monitoring
  • Call Recording
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Cataloging/Categorization
  • Change Order Management
  • Channel Management
  • Chat/Messaging
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Communication Management
  • Competitive Analysis
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Dynamic Modeling
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Management
  • Engagement Tracking
  • Estimating
  • Event Triggered Actions
  • Exception Reporting
  • Field Sales Management
  • Financial Management
  • For AEC Industry
  • For Financial Institutions
  • For Insurance Industry
  • For Mac Devices
  • For Real Estate
  • For Real Estate Agencies
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Goal Management
  • Graphical Data Presentation
  • Inbox Management
  • Interaction Tracking
  • Internal Chat Integration
  • Job Costing
  • Job Scheduling
  • Key Performance Indicators
  • Knowledge Base Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Listing Management
  • Live Chat
  • Marketing Automation
  • Medical History Records
  • Meeting Management
  • Mobile Access
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Currency
  • Opportunity Management
  • Patient Communications
  • Patient Management
  • Performance Management
  • Performance Metrics
  • Physician Management
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Presentation Tools
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Purchase Order Management
  • Quotes/Estimates
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Recommendations
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Statistical Analysis
  • Subcontractor Management
  • Support Ticket Management
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Training Management
  • Transaction Management
  • Version Control
  • Visual Analytics
  • Warranty Tracking
  • Web-based Deployment
  • Workflow Management

Integrations

  • Total integrations1318
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twilio
  • Twitter/X
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite
  • Total integrations30
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twilio
  • Twitter/X
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite

Alternatives

Explore similar apps

User reviews that mention these apps

TK
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Trenton K.

Financial Services, 201-500 employees

Used monthly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Free to use, but we prefer not to

Reviewed 4 years ago
Pros

It's free from our broker dealer, so we don't pay anything for it.

Cons

Using this free version is horrible. We pay for Redtail, but because our broker dealer uses it we still have to go in there sometimes. It's just not worth using if we don't have to.

CT
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Chad T.

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

My experience with a Salesforce has been simple and rewarding.

Reviewed 6 years ago
Pros

I enjoy Salesforce because it creates a vibrant user community. Salesforce cease to impress with their leading innovation.

Cons

Several CRM companies have exceeded Salesforces CRM features since Salesforce made its transition from a CRM company to a platform company.

dk
AvatarImg

david k.

Information Technology and Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

easy crm

Reviewed 6 years ago
Pros

Sales force is very easy to teach to our agents, even some of the older ones.

Cons

As with any crm, agent do need to be taught, with this crm it is easier.

SB
AvatarImg

Sagar B.

Information Technology and Services, 1,001-5,000 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Best CRM Software in the market

Reviewed 4 years ago

Best CRM i have ever come acrossed. It used for email management, Lead Scoring, maintaining data. So far i have been using this for alomost 2year and proudly say that best in the market. Top fotune 500 companies are using this CRM go for it.

Pros

CRM is very smooth & User Friendly and don't lag it also allows you to get insights from varied, real-time customer data.

Cons

To buy salesforce CRM is too expensive as compared to other CRM reason behind is too secure

AvatarImg

Verified reviewer

Government Administration, 10,001+ employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Experience CRM Software But with more features

Reviewed 5 years ago

We used this software to streamline the process which has made our day to day operations very easy and e efficient. We are able to integrate the application with Java and other reporting software like Power BI and Tableau

Pros

It is a great CRM software which great feature and has the ability to customize, easy to automate, easy to assign the security, easy to integrate with the third-party application.

Cons

It is very expensive compared to other CRM Softwares, building maintaining and using a CRM can be even more expensive

AvatarImg

Verified reviewer

Information Technology and Services, 501-1,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

One of the powerful CRM ever

Reviewed 5 years ago

I am using this CRM for more than three years and found that creating a campaign , tracking each and every accounts and contacts are very easy and very effective with this platform. I can see the overall and complete picture in it. I can say this is one of the powerful CRM I have ever seen.

Pros

I like almost everything about Salesforce. Salesforce user interface is amazing, it is very easy to use, effective, fast, reliable and secure. I am using it for more than 3 years and found no issue till date. Salesforce mobile app is amazing and very easy to use too. I like the way we can maintain our database, create the campaign and track each and every account in this amazing CRM. Salesforce dashboards have amazing features and give a proper view of what an organization wants.

Cons

There is one thing that I like least about this CRM is that this CRM is a little bit expensive compared to other CRM but I think it is worth to spend on this platform.

MW
AvatarImg

Mark W.

Real Estate, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Pretty solid product with questionable customer support.

Reviewed 4 years ago

It did what I needed it to do. I did not like the Salesforce sales team to contact my Corporate Office and use my name to sell their product to my company when I asked them not to.

Pros

The CRM portal and CRM tracking. I liked the mobile app.

Cons

There is a steep learning curve. Customer support is not great.

AB
AvatarImg

Ankur B.

Information Technology and Services, 10,001+ employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Great cloud based features packed CRM..

Reviewed 6 years ago

Great cloud based CRM having all the end to end integration from sales lead generation to support to reporting. Keep in mind it's expensive to buy and expensive to maintain.

Pros

Real time reporting Extensible and customization Workflow processes Customers relationship management All data on the cloud Integration with other marketing platforms for e-marketing & automation. Generate Sales leads After sale support management Teams collaboration Alerts and Notifications Mobile App Data import and export

Cons

Improvements needed in reports section, though it's dependent upon the data linking done in the CRM. Expensive CRM Expensive resources/developers

JB
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Justin B.

Staffing and Recruiting, 10,001+ employees

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Salesforce

Reviewed 2 years ago

8/10. Very accessible but the cost is too high

Pros

Salesforce has everything all together compared to a lot of other CRM systems. A lot of the ones I've used in the past aren't well put.

Cons

Very expensive compared to other CRM systems.

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Verified reviewer

Computer Software, 501-1,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

SFDC - mission critical

Reviewed 5 years ago

Mission critical to sales forecasting, account planning, and customer financial reporting.

Pros

System of records for accounts, contacts, opportunities, and account financial metrics. Easy to develop and pull data extracts.

Cons

Expensive subscription relative to other CRM providers.

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Aly H.

Computer Software, 501-1,000 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

The best CRM out there!

Reviewed 5 years ago

CRM tool.

Pros

Extremely robust and scale-able. Has the ability to slice and dice data however you choose and create extensive reports of your choice. Easy to use and quick to adapt to.

Cons

Integration with LinkedIn and other newer solutions needs to be better.

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Verified reviewer

Computer Software, 1,001-5,000 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

great. excellent. easy

Reviewed 6 years ago

great CRM

Pros

allows our CRM to really boost past our competitors. Easy to use and simple interface makes it user friendly.

Cons

Need more simplified reporting, gets a bit complex to get the data you want to see. Would like to see better improvements here

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Verified reviewer

Nonprofit Organization Management, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Salesforce

Reviewed 5 years ago

Powerful CRM!

Pros

The ability to use Chatter across departments helps with completing tasks.

Cons

While the options are endless, the more you want turned on the more you must pay.

PS
AvatarImg

Priyabrata S.

Information Technology and Services, 10,001+ employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

"Coolest CRM software for all kinds of organisations"

Reviewed 5 years ago

Overall this tool is pretty good for all kinds of organization. I highly recommend it.

Pros

I am using this CRM software for more than 4 years and I personally like this software so much. It has all the coolest features for Business and support. Its UI is very much simple and to use this you no need to be an expert. It has all the functions like sales, Marketing, Customer and relationship management features. The best part is you can integrate this with Outlook.

Cons

It is a bit slow as compared to other CRM tools. And they need to improve its features a bit like Sugar CRM.

VK
AvatarImg

Vikram K.

Accounting, 51-200 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Salesforce CRM

Reviewed 8 years ago

Salesforce CRM is a powerful tool and is the lead in the market for CRM. mostly all the banks are using Salesforce as their CRM tool.

Pros

Easy Reliable Good Support Real-time

Cons

Expensive. Complicated to setup.

CC
AvatarImg

Chris C.

Construction, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Highly complex with many unused features

Reviewed 4 years ago

Very complex CRM - expensive for what it is. I'd rather use a CRM like JobAdder.

Pros

It was easy to pick up quickly, but there were many features that we didn't use as an organization. It's expensive and I think other products work better in many cases.

Cons

We switched from Salesforce to something that was more user friendly, less expensive and had a quicker ramp up time.

AvatarImg

Verified reviewer

Consumer Goods, 201-500 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Best in class Crm

Reviewed 2 years ago
Pros

Its the top Crm of all the Crm you can have in your company

Cons

Its pretty great, but it isnt cheap at all

cc
AvatarImg

catherine c.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

awesome software

Reviewed 8 years ago

comprehensive CRM software. could improve to be more user friendly tho. comprehensive CRM software. could improve to be more user friendly tho. comprehensive CRM software. could improve to be more user friendly tho.comprehensive CRM software. could improve to be more user friendly tho.comprehensive CRM software. could improve to be more user friendly tho

Pros

No pros were added to this review

Cons

No cons were added to this review

JB
AvatarImg

Jordan B.

Entertainment, self-employed

Used monthly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Easy To Use But A Little Pricey

Reviewed a year ago
Pros

Tracking contacts and emails are easy to do.

Cons

A little more pricey than other crm software.

mb
AvatarImg

masha b.

Marketing and Advertising, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Salesforce Sales Cloud is so good

Reviewed 2 years ago

build deeper connections with our customers

Pros

Manages and monitors business in real time

Cons

Salesforce doesn't give comprehensive set of CRM features

AvatarImg

Verified reviewer

Information Technology and Services, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Trailhead!

Reviewed 5 years ago

Over great CRM!

Pros

Great CRM Has tons of features works well with other programs

Cons

Setup could be a little tough if you haven't used it before Paying someone to set it up for you is expensive

MK
AvatarImg

Matthew K.

Real Estate, 501-1,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Salesforce Sales Cloud

We use this every day to keep track of our leads and work the accounts.

Reviewed 7 years ago

Great CRM tool

Pros

The reporting side has made it easy for our team to identify the accounts we need to prospect into.

Cons

sometimes the system will slow down your day with updates or just not working with the mobile app at the time.

ED
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Elias D.

Automotive, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Salesforce Sales Cloud

basic for crm

Reviewed 3 years ago

The best tool for CRM, easy to integrate with local software and social media tools. Amazing really.

Pros

CRM is Salesforce, not only the NYSE ticket! Amazing capabilities for controlling the whole CRM.

Cons

It's a very complete too, I wouldn't say complex, but of course it's not easy to learn. But if you dedicate some time, it will definitely work.

AS
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Amanda S.

Financial Services, 201-500 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Salesforce Sales Cloud

The best CRM

Reviewed 5 years ago

CRM, customer insights

Pros

Customizable, easy to use, integrates with almost everything, good views of the customer journey, reporting.

Cons

There aren't any functional needs that are lacking. Cost is probably the biggest hurdle for us.

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Verified reviewer

Media Production, 11-50 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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Salesforce Sales Cloud

Too much!

Reviewed 2 years ago
Pros

The software had broad functionality and analytic capabilities.

Cons

It is too complicated, too busy and too expensive. A CRM should help a salesperson spend more time with clients, not more time in the CRM.

JB
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Jennifer B.

Financial Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Redtail CRM

Redtail CRM has been a love/hate relationship but we are still using it!

Reviewed 6 years ago

The system is a great value and isn't too heavy on functions we don't need like Salesforce.

Pros

Great customer service and support! Really awesome team that listens to feedbacks and makes changes and updates accordingly. I've voted on many ideas that have been added to Redtail so I feel valued as a customer and know the company is working to stay in front of client needs.

Cons

The software clones the home address and phone number to the spouse when entering contacts. However when using search functions, the spouse does not technically have information entered for their address or home phone number so searches do not include them. I think it is redundant to enter the information twice. They are working on the ability to use a spreadsheet to upload information by the user. Currently a spreadsheet can be emailed and their team will upload within 24 or 48 hours but our office does not have time for such.

CH
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Chelsea H.

Financial Services, 1-10 employees

Used daily for 2+ years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Redtail CRM

Terrible Customer Service and Tech Support

Reviewed 8 years ago

There were many features and functions that were touted during the discovery process and were main reasons why we choose Redtail Tailwag CRM over others. But after migrating our data into the system, we learned many of those features and functions don't work. Working with the customer service team to get these issues resolved has been an absolute nightmare. We are constantly told "our tech team...

Pros

- cloud based - sleek interface

Cons

- Terrible customer service - Terrible tech support - Poor functionality - Too many features and not enough of them work

LW
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Louis W.

Financial Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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Redtail CRM

Poor customer service

Reviewed 3 years ago

Very poor customer service. Hire some more service techs over sales reps.

Pros

Its cheap but that comes with compromises!

Cons

Once again I needed technical advice and since I new I was going to be on hold FOREVER I thought I would let others now that the company puts very little emphases on customer service. Call the sales department--someone will be available very quickly; Call for customer service....Good luck! I am currently caller number 16 in line. I don't call very often, but when I do it is atrocious.

MS
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Maree S.

Financial Services, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Redtail CRM

RedTail is SOLID

Reviewed 3 years ago

Very positive, an excellent library of resources, specific to financial services

Pros

I like that it is cloud-based, easy to use, and functional for our office and client needs.

Cons

I wish it was able to have emailing capabilities.

GM
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Giovanni M.

Financial Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Redtail CRM

great software, very user friendly, easily implemented and integrated with other software platforms

Reviewed 6 years ago
Pros

i like that it not only integrates with my broker dealer but also with sales/lead software vendors and constant contact for easy updating and soliciting

Cons

takes some time to get used to and to fully implement and the university or training can get a bit daunting

JM
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Jon M.

Financial Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Redtail CRM

I rely on Redtail everyday. Good product but could use some enhancements

Reviewed 7 years ago

Central area for all information on my clients, prospective clients and other key contacts.

Pros

Cloud based, very good customer support, very thorough data base. There are many ways you can create lists from your database to create mail merges.

Cons

I wish it interfaced with my Google for Business calendar and email. It seems like navigation between the different functions could be more streamlined.

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Ryan P.

Airlines/Aviation, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Redtail CRM

Great CRM

Reviewed 4 years ago

We have been using this CRM for about 3 months now after a recommendation from a Field Marketing Office and we haven't looked back since. I had experience with other CRMs like SalesForce, while SF is still fantastic and top-tier, I find this to be a better value for the money.

Pros

I love that this CRM allows us to break down different tabs that are relevant to what we do as Financial Advisors. We have a clients section, prospect section, and even a seminar sections where we are able to track and market to those that are signed up for a workshop or dinner seminar, it helps us compartmentalize the different categories and groups that we are trying to engage

Cons

Honestly, the only qualm I would have is that I wish there was a better integration with drip email software, but that might be user error.

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Verified reviewer

Financial Services,

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Redtail CRM

Great fit for small to medium sized RIAs looking for a CRM solution tuned to the Financial Advisor.

Reviewed 6 years ago

Straight forward migration from ACT with good migration support, so we were up and running quickly. We now have an SEC-compliant, cloud-based CRM which seamlessly tracks and archives client email communications and has a good SEC-compliant document repository.

Pros

Low price point for a CRM that is built from the ground up to support Financial Advisers. SEC-compliant document management and email make this easy to archive and track client documents and communications in the secure cloud. Good integration with CopyTalk.

Cons

The iphone app is really not that robust. It's ok, but we would much rather see a higher performance, more feature rich implementation.