Compare Salesforce Financial Services Cloud vs Redtail CRM

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comparison of Salesforce Financial Services Cloud vs. Redtail CRM
based on data from user reviews. Salesforce Financial Services Cloud rates 4.1/5 stars with 66 reviews. Redtail CRM rates 4.2/5 stars with 62 reviews. Each product's score is calculated by real-time data from verified user reviews.

 
Redtail CRM
$99 per month per database
 
Free Trial
Free Trial
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Meets RequirementsSee More
Meets RequirementsSee More
8.6
(Based on 55 reviews)
8.6
(Based on 61 reviews)
Ease of UseSee More
Ease of UseSee More
8.1
(Based on 56 reviews)
8.9
(Based on 61 reviews)
Ease of SetupSee More
Ease of SetupSee More
7.7
(Based on 15 reviews)
8.8
(Based on 19 reviews)
Ease of AdminSee More
Ease of AdminSee More
8.0
(Based on 15 reviews)
9.1
(Based on 19 reviews)
Quality of SupportSee More
Quality of SupportSee More
8.1
(Based on 54 reviews)
9.0
(Based on 58 reviews)
Ease of Doing Business WithSee More
Ease of Doing Business WithSee More
8.3
(Based on 15 reviews)
9.0
(Based on 19 reviews)
Product Direction (% positive)See More
Product Direction (% positive)See More
7.5
(Based on 54 reviews)
9.0
(Based on 60 reviews)
Small-Business (50 or fewer emp.)
Small-Business
(50 or fewer emp.)
22.7%
79.0%
Mid-Market (51-1000 emp.)
Mid-Market
(51-1000 emp.)
31.8%
12.9%
Enterprise (> 1000 emp.)
Enterprise
(> 1000 emp.)
45.5%
8.1%
 
Financial Services
64.8%
Financial Services
77.9%
 
Banking
12.5%
Investment Management
5.3%
 
Insurance
5.5%
Insurance
3.2%
 
Hospital & Health Care
3.1%
Information Technology and Services
3.2%
 
Computer Software
3.1%
Accounting
3.2%
 
Other
10.9%
Other
7.4%
Most Helpful Favorable Review
Most Helpful Favorable Review
Manoj L.
User in Financial Services

The best feature about salesforce financial services cloud is that it provides customized Portlets for each user according to their requirements.This helps in serving existing customers in a much better way by keeping track of their interests , financial...

G2 Crowd User in Financial Services

This program integrates well with many other platforms. It provide powerful tool to manage client contacts and workflows.

Most Helpful Critical Review
Most Helpful Critical Review
G2 Crowd User in Financial Services

Because of all the feature sets, it can be overwhelming to get started. There's a massive learning curve which is daunting when you're trying to run a business at the same time.

Christian W.
User in Financial Services

They changed the home page away from the daily notes. It sometimes has issues and we can not link clients to notes and activities. The price is a bit high for the lower quality that it is.

 
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Kate from G2 Crowd

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