RedTailCRM

Comparing Salesforce FSC and RedTail for Wealth Management Firms

Wealth management firms face challenges in managing their business and meeting their key performance indicators (KPIs). Salesforce FSC and RedTail are popular CRM solutions that can help firms grow their business, retain clients, measure ROI, ensure compliance, and increase employee satisfaction....

Migrating from RedTail to Salesforce Financial Services Cloud

Moving from one CRM system to another can be both time-consuming and daunting. At Vantage Point, we understand the importance of a seamless transition to the Salesforce Financial Services Cloud (FSC). With experience in dozens of successful migrations and transitions from RedTail CRM to Salesforc...