Compare Redtail Technology and Salesforce Sales Cloud

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At a Glance
Redtail Technology
Redtail Technology
Star Rating
(183)4.3 out of 5
Market Segments
Small-Business (90.0% of reviews)
Information
Entry-Level Pricing
$39.00 1 User Per Month
Free Trial is available
Browse all 3 pricing plans
Salesforce Sales Cloud
Salesforce Sales Cloud
Star Rating
(23,272)4.4 out of 5
Market Segments
Mid-Market (45.9% of reviews)
Information
Entry-Level Pricing
$25.00 1 User Per Month
Free Trial is available
Browse all 4 pricing plans
Featured Products

Redtail 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
Launch Plan
$39.00
1 User Per Month
Browse all 3 pricing plans
Salesforce Sales Cloud
Starter Edition
$25.00
1 User Per Month
Browse all 4 pricing plans
Free Trial
Redtail Technology
Free Trial is available
Salesforce Sales Cloud
Free Trial is available
Ratings
Meets Requirements
8.6
158
8.8
13,128
Ease of Use
8.7
159
8.1
16,045
Ease of Setup
8.5
77
7.8
7,175
Ease of Admin
8.8
53
7.9
4,139
Quality of Support
8.8
149
8.1
11,414
Has the product been a good partner in doing business?
9.0
55
8.3
4,101
Product Direction (% positive)
8.6
157
8.2
12,805
Features by Category
Not enough data
8.3
10,313
Sales Force Automation
Not enough data
8.8
9094
|
Verified
Not enough data
8.2
6044
|
Verified
Not enough data
8.7
8822
|
Verified
Not enough data
8.3
9083
|
Verified
Not enough data
8.0
6971
|
Verified
Not enough data
8.2
7267
|
Verified
Not enough data
8.0
6411
|
Verified
Not enough data
8.1
6309
|
Verified
Not enough data
8.3
7065
|
Verified
Marketing Automation
Not enough data
7.9
6328
|
Verified
Not enough data
8.1
6651
|
Verified
Not enough data
8.5
7671
|
Verified
Not enough data
7.9
5095
Customer Support
Not enough data
8.3
6478
|
Verified
Not enough data
8.1
6056
|
Verified
Not enough data
8.2
6452
|
Verified
Not enough data
8.0
5173
|
Verified
Not enough data
8.2
5666
|
Verified
Reporting & Analytics
Not enough data
8.5
8612
|
Verified
Not enough data
8.5
8799
|
Verified
Not enough data
8.2
7111
|
Verified
Mobile & Social
Not enough data
7.9
5305
|
Verified
Not enough data
7.8
4936
|
Verified
Not enough data
7.7
5785
|
Verified
Platform
Not enough data
8.5
3280
|
Verified
Not enough data
8.5
3286
|
Verified
Not enough data
8.6
3310
|
Verified
Not enough data
8.3
2594
|
Verified
Not enough data
8.5
2869
|
Verified
Not enough data
8.1
2897
|
Verified
Not enough data
8.7
3296
|
Verified
Not enough data
8.1
2737
Integration
Not enough data
8.5
2335
|
Verified
Not enough data
8.5
2791
|
Verified
Not enough data
8.5
2638
|
Verified
Generative AI
Not enough data
Feature Not Available
Not enough data
Not enough data
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
Not enough data
8.7
370
Lead Facilitation
Not enough data
8.6
242
Not enough data
8.8
262
Not enough data
8.7
284
Not enough data
8.6
261
Organization
Not enough data
8.9
320
Not enough data
8.8
312
Not enough data
8.8
305
Performance Analysis
Not enough data
8.4
255
Not enough data
8.8
277
Sales Analysis
Not enough data
8.4
256
Not enough data
8.7
270
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.3
472
Integrated Workflows
Not enough data
8.7
407
Not enough data
8.5
397
Not enough data
8.0
356
Not enough data
8.0
351
Not enough data
8.9
406
Not enough data
8.4
355
Not enough data
8.6
370
Repeatability and Reportability
Not enough data
8.4
371
Not enough data
8.7
390
Not enough data
8.7
386
Not enough data
8.3
373
Not enough data
7.6
307
AI and Automation
Not enough data
8.5
353
Not enough data
8.4
362
Not enough data
8.2
322
Not enough data
7.9
325
Not enough data
7.7
307
Generative AI
Not enough data
Feature Not Available
Conversation IntelligenceHide 8 FeaturesShow 8 Features
Not enough data
8.5
162
Call Analytics
Not enough data
8.7
118
Not enough data
8.5
122
Not enough data
8.6
117
Not enough data
8.9
117
Agent Performance Management
Not enough data
8.6
127
Not enough data
8.6
111
Not enough data
8.7
127
Generative AI
Not enough data
Feature Not Available
Not enough data
Not enough data
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
Revenue Operations & Intelligence (RO&I)Hide 18 FeaturesShow 18 Features
Not enough data
8.2
33
Revenue Sourcing and Forecasting
Not enough data
8.2
28
Not enough data
8.1
28
Not enough data
8.6
28
Not enough data
8.6
28
Not enough data
8.3
28
Not enough data
8.2
23
Not enough data
8.0
23
CRM Data Enrichment
Not enough data
8.0
29
Not enough data
8.3
28
Not enough data
8.0
27
Not enough data
7.9
29
Not enough data
8.5
23
Account Management
Not enough data
7.9
29
Not enough data
7.8
29
Not enough data
7.6
29
Not enough data
8.3
28
Not enough data
8.3
23
Not enough data
8.1
23
Not enough data
8.2
130
Integrations
Not enough data
8.1
120
Not enough data
8.5
121
Not enough data
8.0
121
Not enough data
8.0
119
Not enough data
8.8
121
Branding & Customizatio
Not enough data
8.1
117
Not enough data
8.2
120
Not enough data
8.3
118
Automatic Rules & Configurations
Not enough data
8.3
119
Not enough data
8.3
119
Not enough data
7.9
122
Not enough data
Not enough data
Functionality
9.0
8
Not enough data
9.2
8
Not enough data
7.3
8
Not enough data
Usability
7.3
8
Not enough data
8.5
8
Not enough data
6.4
7
Not enough data
Reliability
8.1
8
Not enough data
8.1
8
Not enough data
9.6
8
Not enough data
Sales Acceleration PlatformsHide 1 FeatureShow 1 Feature
Not enough data
Not enough data
Generative AI
Not enough data
Feature Not Available
Not enough data
8.5
111
Sales Performance Features - Sales Planning
Not enough data
8.3
103
Not enough data
8.5
95
Not enough data
8.4
100
Not enough data
8.6
100
Not enough data
8.5
99
Not enough data
8.7
98
Not enough data
8.0
96
Territory Management - Sales Planning
Not enough data
8.6
97
Not enough data
8.4
102
Quota & Capacity Management - Sales Planning
Not enough data
8.3
98
Not enough data
8.3
106
Not enough data
8.2
99
Not enough data
8.5
1,062
Data Sourcing
Not enough data
8.5
859
Not enough data
8.7
890
Not enough data
8.3
794
Not enough data
8.7
918
Not enough data
8.6
855
Predictive Analytics
Not enough data
8.4
835
Not enough data
8.6
851
Not enough data
8.1
750
Not enough data
8.3
792
Sales Management
Not enough data
8.7
881
Not enough data
8.1
757
Not enough data
8.6
874
Not enough data
8.8
942
Not enough data
8.0
384
Content Management
Not enough data
8.3
308
Not enough data
8.1
298
Not enough data
8.2
283
Not enough data
8.5
274
Not enough data
8.2
292
Analytics
Not enough data
8.7
298
Not enough data
8.4
297
Not enough data
8.4
181
Not enough data
8.3
306
Presentation
Not enough data
7.4
172
Not enough data
7.3
172
Not enough data
7.2
163
Not enough data
Not enough data
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
Not enough data
8.6
275
Training
Not enough data
8.8
232
Not enough data
8.8
225
Not enough data
8.5
186
Not enough data
8.4
222
Feedback
Not enough data
8.7
214
Not enough data
8.6
211
Not enough data
8.5
191
Not enough data
8.6
181
Not enough data
8.8
205
Not enough data
8.8
206
Not enough data
8.7
178
Generative AI
Not enough data
Feature Not Available
Not enough data
8.7
423
Attribution
Not enough data
8.9
379
Not enough data
8.9
383
Not enough data
8.6
365
Discovery
Not enough data
8.9
386
Not enough data
8.6
381
Not enough data
8.6
363
Management
Not enough data
8.5
353
Not enough data
8.7
371
Platform
Not enough data
8.6
363
Not enough data
8.6
363
Outbound Call TrackingHide 12 FeaturesShow 12 Features
Not enough data
8.7
163
Calling
Not enough data
8.6
137
Not enough data
8.4
131
Not enough data
8.8
140
Not enough data
8.7
136
Contacts
Not enough data
8.8
132
Not enough data
8.7
134
Not enough data
8.7
136
Insights
Not enough data
9.1
140
Not enough data
8.8
138
Not enough data
8.3
134
Not enough data
8.5
144
Not enough data
8.3
139
Not enough data
8.5
612
Analytics
Not enough data
8.3
490
Not enough data
8.4
498
Not enough data
8.4
511
Customizations
Not enough data
8.7
541
Not enough data
8.5
509
Not enough data
8.6
546
Not enough data
8.4
491
Not enough data
8.4
518
Generative AI
Not enough data
Feature Not Available
Sales Performance ManagementHide 11 FeaturesShow 11 Features
Not enough data
8.5
556
Incentives
Not enough data
8.1
339
Not enough data
8.4
406
Not enough data
7.9
342
Not enough data
8.5
419
Personalization
Not enough data
8.6
381
Not enough data
8.8
461
Not enough data
8.9
491
Not enough data
8.6
439
Administrative
Not enough data
8.7
464
Not enough data
8.5
430
Not enough data
8.3
414
Financial Services CRMHide 20 FeaturesShow 20 Features
8.1
94
Not enough data
Content
7.2
82
Not enough data
Platform Additional Functionality
7.5
70
Not enough data
8.6
90
Not enough data
7.9
72
Not enough data
7.6
78
Not enough data
6.6
59
Not enough data
Platform Reporting and Analytics
8.2
70
Not enough data
6.8
56
Not enough data
Customer Support
8.2
72
Not enough data
7.9
75
Not enough data
8.1
79
Not enough data
7.9
71
Not enough data
Marketing Automation
7.1
60
Not enough data
7.5
69
Not enough data
6.6
61
Not enough data
Sales Force Automation
6.9
64
Not enough data
8.1
72
Not enough data
6.0
54
Not enough data
5.8
54
Not enough data
6.7
56
Not enough data
Categories
Categories
Shared Categories
Redtail Technology
Redtail Technology
Salesforce Sales Cloud
Salesforce Sales Cloud
Redtail Technology and Salesforce Sales Cloud share no categories
Reviews
Reviewers' Company Size
Redtail Technology
Redtail Technology
Small-Business(50 or fewer emp.)
90.0%
Mid-Market(51-1000 emp.)
6.7%
Enterprise(> 1000 emp.)
3.3%
Salesforce Sales Cloud
Salesforce Sales Cloud
Small-Business(50 or fewer emp.)
20.8%
Mid-Market(51-1000 emp.)
45.9%
Enterprise(> 1000 emp.)
33.4%
Reviewers' Industry
Redtail Technology
Redtail Technology
Financial Services
84.4%
Investment Management
6.1%
Insurance
2.8%
Marketing and Advertising
1.7%
Accounting
1.7%
Other
3.3%
Salesforce Sales Cloud
Salesforce Sales Cloud
Computer Software
14.0%
Information Technology and Services
11.8%
Financial Services
6.7%
Marketing and Advertising
5.1%
Internet
3.4%
Other
58.9%
Most Helpful Reviews
Redtail Technology
Redtail Technology
Most Helpful Favorable Review
Verified User
G
Verified User in Financial Services

Keeps track of clients very user friendly

Most Helpful Critical Review
CM
Chris M.
Verified User in Investment Management

SAVE YOURSELVES A NIGHTMARE AND AVOID REDTAIL. We left Salesforce 1YR ago because our contract was up and were going to experience a big price increase. In hindsight, I would happily pay the increased price for Salesforce. I knew there were going to be...

Salesforce Sales Cloud
Salesforce Sales Cloud
Most Helpful Favorable Review
AN
Ashlly N.
Verified User

Salesforce CRM is the most high-grade tool for business and it's an intuitive tool for our company. With Salesforce we can sell our product to the customer and easily win money. It provides us faster sales force for process management and lets us manage...

Most Helpful Critical Review
CH
Cristi H.
Verified User in Marketing and Advertising

The price! SugarCRM Professional is $30/mo and can be easily customized right out of the box with very little to no restrictions at all. Salesforce Professional is $65/mo with fewer features and far to many restrictions. I handle all client support for...

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Redtail Technology
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Discussions
Redtail Technology
Redtail Technology 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
Monty the Mongoose crying
Redtail Technology has no more discussions with answers
Salesforce Sales Cloud
Salesforce Sales Cloud Discussions
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. Automated Workflow 4. Validated Workflow 5. Can Integrate Multiple Systems 6....Read more