Migration from RedTail CRM to Salesforce CRM for a Wealth Management Organization

About Our Client

Our client is an independent consulting firm specializing in management and technology services for wealth managers. They support wealth management firms and individuals in optimizing technology investments to reduce operational risks and enhance business management.

Business Scenario

The client faced limitations with their existing RedTail CRM, which restricted customizations for business process automation. This led to data handling challenges, as their teams had to manage data manually, a tedious and inefficient process. Therefore, the client sought a RedTail to Salesforce migration to improve automation capabilities and ensure that their CRM aligned with company strategy. The RedTail to Salesforce migration needed to be seamless to avoid disruptions to the team’s workflow. A key requirement was the secure and accurate migration of all legacy data from RedTail CRM to Salesforce CRM.

Hexaview’s Solution

1. Tailored Migration Strategy: We designed comprehensive step-by-step RedTail to Salesforce migration strategy that received client approval. 
2. Custom Development with Best Practices: Our team implemented custom functionalities following industry best practices and security protocols. 
3. Comprehensive Data Analysis and Mapping: We utilized extensive Salesforce expertise to analyze existing data model and complete mappings. 
4. New Data Model Implementation: We built optimized data model in Salesforce CRM and integrated external systems like Outlook, Pardot, and Act-On. 
5. Enhanced Reporting and User Experience: We created comprehensive reports and dashboards designed to optimize user experience and accessibility. 

Impacts on Business

1. We delivered advanced automation features that streamlined the client's core business processes effectively. 
2. Our solution enabled seamless integration with multiple third-party applications enhancing operational capabilities significantly. 
3. We facilitated easier data analysis with greater granularity and deeper insights through Salesforce. 
4. Our team optimized email communication through Outlook integration improving Sales workflow efficiency substantially. 
5. We minimized potential for manual data entry errors significantly through comprehensive automation capabilities. 
6. Our solution delivered a more agile CRM system enhancing overall operational efficiency measurably. 
7. We positioned the client for sustainable long-term growth through integrated automated CRM solution.