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Salesforce Marketing Cloud vs Redtail CRM Comparison

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Overview

Meet Salesforce Marketing Cloud, the leading marketing solution to increase engagement with every consumer.

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

Pricing

Starting from

$

4800

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

Starting from

$

99

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

104

109

44

8

10

  • Value for money
  • Ease of use
  • Features
  • Customer support
87%
would recommend this app

4.1

5

4

3

2

1

32

17

12

1

3

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

Pros

Encourages cross-team communications. Great support from the vendor, and strong community of users and third-party integrators.

BL

Bill L.

Was quite easy to understand for novice and navigate around and had easy to use and useful automated marketing features that made reaching a large audience seamlessly easy.

DA

Dwayne A.

We use salesforce daily to engage with customers on a daily basis. It has been very helpful in managing customer journeys, sending and preparing emails, and getting good reporting.

LS

Luis S.

Pros

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.

PD

Pressilla D.

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.

PD

Pressilla D.

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.

OG

Olivia G.

Cons

The price, the user experience, the lack of multibrand use. When I threatened to take my business elsewhere we had one call with the VP but then he stopped responding to calls and emails.

AR

Anonymous Reviewer

It felt like they were just as fed up with this crap tool as we are. Although they didn't say it, I think one of our key employees quit over the frustration of dealing with marketing cloud.

AR

Anonymous Reviewer

Not all pending sends will list themselves under "Pending Sends," so that has caused some issues with accidentally sending the same email to the same list more than once.

AR

Anonymous Reviewer

Cons

They deny that they have a problem and do not understand financial planning.

WM

William M.

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.

BM

Barbara M.

I don't like the lack of customization options within the different dashboards and views. I find that clunky and difficult to get used to.

AR

Anonymous Reviewer

  • Vendor responds to reviews
  • Last reviewa month ago
  • Vendor responds to reviews
  • Last review6 days ago

Key features

  • Total features147
  • AB Testing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad Network Integration
  • Ad hoc Reporting
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Scheduling
  • Archiving & Retention
  • Asset Lifecycle Management
  • Audience Targeting
  • Audio File Management
  • Auto-Responders
  • Automated Publishing
  • Behavior Tracking
  • Behavioral Analytics
  • Brand Management
  • Brand Tracking
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Campaign Tracking
  • Canned Responses
  • Categorization/Grouping
  • Channel Attribution
  • Channel Management
  • Click Tracking
  • Client Management
  • Collaboration Tools
  • Commenting/Notes
  • Competitive Analysis
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Content Publishing Options
  • Conversion Rate Optimization
  • Conversion Tracking
  • Customer Engagement
  • Customer Experience Management
  • Customer Journey Mapping
  • Customer Segmentation
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Capture and Transfer
  • Data Import/Export
  • Data Recovery
  • Data Visualization
  • Distribution Management
  • Document Classification
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Electronic Forms
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Monitoring
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • File Management
  • Filtering
  • For iPad Devices
  • Forms Management
  • Full Text Search
  • Image Editing
  • Image Library
  • Interaction Tracking
  • Interactive Content
  • Keyword Filtering
  • Landing Pages/Web Forms
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • List Management
  • Marketing Automation
  • Marketing Calendar
  • Metadata Management
  • Mobile Optimized Emails
  • Monitoring
  • Multi-Account Management
  • Multi-Campaign
  • Multi-Channel Campaigns
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Language
  • Multivariate Testing
  • Performance Metrics
  • Post Scheduling
  • Predictive Analytics
  • Prospecting Tools
  • Publish Scheduling
  • Queue Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Response Management
  • Role-Based Permissions
  • Routing
  • SEO Management
  • SMS Marketing
  • Sales Analytics
  • Sales Pipeline Management
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Shared Inboxes
  • Signature Management
  • Social Advertising
  • Social Marketing
  • Social Media Integration
  • Social Media Management
  • Social Media Monitoring
  • Social Promotion
  • Spam Blocker
  • Subscription Management
  • Tagging
  • Task Management
  • Task Scheduling
  • Template Management
  • Text Editing
  • Third Party Integrations
  • User Management
  • Version Control
  • Video Management
  • Video Support
  • Visual Analytics
  • WYSIWYG Editor
  • Website Analytics
  • Website Management
  • Website Visitor Tracking
  • Whitelisting/Blacklisting
  • Workflow Management
  • Total features28
  • AB Testing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad Network Integration
  • Ad hoc Reporting
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Scheduling
  • Archiving & Retention
  • Asset Lifecycle Management
  • Audience Targeting
  • Audio File Management
  • Auto-Responders
  • Automated Publishing
  • Behavior Tracking
  • Behavioral Analytics
  • Brand Management
  • Brand Tracking
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Campaign Tracking
  • Canned Responses
  • Categorization/Grouping
  • Channel Attribution
  • Channel Management
  • Click Tracking
  • Client Management
  • Collaboration Tools
  • Commenting/Notes
  • Competitive Analysis
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Content Publishing Options
  • Conversion Rate Optimization
  • Conversion Tracking
  • Customer Engagement
  • Customer Experience Management
  • Customer Journey Mapping
  • Customer Segmentation
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Capture and Transfer
  • Data Import/Export
  • Data Recovery
  • Data Visualization
  • Distribution Management
  • Document Classification
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Electronic Forms
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Monitoring
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • File Management
  • Filtering
  • For iPad Devices
  • Forms Management
  • Full Text Search
  • Image Editing
  • Image Library
  • Interaction Tracking
  • Interactive Content
  • Keyword Filtering
  • Landing Pages/Web Forms
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • List Management
  • Marketing Automation
  • Marketing Calendar
  • Metadata Management
  • Mobile Optimized Emails
  • Monitoring
  • Multi-Account Management
  • Multi-Campaign
  • Multi-Channel Campaigns
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Language
  • Multivariate Testing
  • Performance Metrics
  • Post Scheduling
  • Predictive Analytics
  • Prospecting Tools
  • Publish Scheduling
  • Queue Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Response Management
  • Role-Based Permissions
  • Routing
  • SEO Management
  • SMS Marketing
  • Sales Analytics
  • Sales Pipeline Management
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Shared Inboxes
  • Signature Management
  • Social Advertising
  • Social Marketing
  • Social Media Integration
  • Social Media Management
  • Social Media Monitoring
  • Social Promotion
  • Spam Blocker
  • Subscription Management
  • Tagging
  • Task Management
  • Task Scheduling
  • Template Management
  • Text Editing
  • Third Party Integrations
  • User Management
  • Version Control
  • Video Management
  • Video Support
  • Visual Analytics
  • WYSIWYG Editor
  • Website Analytics
  • Website Management
  • Website Visitor Tracking
  • Whitelisting/Blacklisting
  • Workflow Management

Integrations

  • Total integrations143
  • BigCommerce
  • Facebook
  • Google AdWords
  • Google Analytics
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Instagram
  • LinkedIn
  • Magento Commerce
  • Mailchimp
  • Marketo Engage
  • Pipedrive
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • WooCommerce
  • Wordpress
  • Zapier
  • Total integrations11
  • BigCommerce
  • Facebook
  • Google AdWords
  • Google Analytics
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Instagram
  • LinkedIn
  • Magento Commerce
  • Mailchimp
  • Marketo Engage
  • Pipedrive
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • WooCommerce
  • Wordpress
  • Zapier