Salesforce targets RedTail with new Grow Client Relationships Fast Start offering
UPDATE: In 2020 this offering was rebranded to “Digital Wealth In A Box” I’m not sure I’d want to be RedTail right now. Salesforce has them in their sights. According to the T3 2019 Technology Survey, RedTail currently holds over 50% market share for CRMs in the advisor space. Number two on that list, at 8%,…