Redtail CRM vs D&B Hoovers

Testing Redtail CRM’s full Growth plan was a rollercoaster of impressions. I’d say it’s an adequate tool for finance professionals, but be prepared for a steep learning curve."One of Redtail's standout features is its workflow capabilities. I was impressed by how it helps build complex, detailed workflows to track each piece of business from start to finish. This undoubtedly prevents missed opportunities and service issues. That said, for smaller offices, this feature might be overkill, potentially creating more work than it saves.The customization options are extensive. You can tailor almost every field to fit specific business needs, which is great for those willing to invest the time to set it up properly. And therein lies the rub — it took a lot of trial and error to get the system working smoothly for our team.I appreciated the mobile syncing feature, which kept my contacts and calendar at my fingertips. The calendar view in Redtail is also quite good, and the ability to set different permissions for each staff member is a nice touch.The system can be frustratingly slow at times, and I experienced glitches, particularly when integrating with other software. So, expect some potential technical hiccups along the way.While Redtail is a good choice for managing workflows and generating professional-looking reports, I found it less suitable for complex marketing campaigns or deep customer data analysis. It's worth noting that it's designed specifically for the financial services industry, which limits its flexibility compared to more general CRM platforms.Redtail CRM is a potent tool that can be incredibly useful once you've climbed the steep learning curve. It's best suited for complicated teams in the financial services sector who are willing to invest time in learning its nuances and customizing it to their needs.

D&B Hoovers has been a big name in the biz for over a century, but how does it stack up in today's market? User reviews from the past year paint a picture of a platform with some serious strengths, but also a few drawbacks to consider. D&B Hoovers shines with its massive database of company info and insights. It's like having a crystal ball that helps you scope out potential customers and partners. Users rave about the platform's ease of use and the comprehensive data it provides, making market research and competitive analysis a breeze. But, there's a catch – the cost. Some users find the subscription fees a bit steep, especially smaller businesses or those with tighter budgets. Plus, while the data is generally reliable, there have been some grumbles about occasional inaccuracies or outdated info. Compared to alternatives like Apollo, users appreciate D&B Hoovers' user-friendly interface and extensive database, but Apollo might win out for those on a budget or needing more specific search capabilities. So, who should hop on the D&B Hoovers bandwagon? It's a solid choice for medium to large businesses that need a robust CRM solution with top-notch data and analytics. If you're willing to invest in a premium platform that can give you a leg up on the competition, D&B Hoovers is worth a look. However, smaller businesses or those just starting out might want to explore more budget-friendly options first. Remember, the CRM landscape is constantly evolving, so it's always a good idea to compare the latest offerings before making a decision.