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

About Our Client

Our client is a forward-thinking management and technology consulting firm focused on serving the wealth management industry. They work with wealth managers and financial advisors, helping them harness the power of modern technology to manage their operations more efficiently, reduce risks, and improve client relationships. As their business grew, they recognized the need for a more agile and future-ready CRM solution that could support evolving client demands and compliance requirements.

Business Scenario

The client was using RedTail CRM, a popular tool in the financial advisory space. While RedTail served their initial needs, over time, its limited customization options and automation capabilities began to slow them down. Their teams were spending too much time on manual data entry and repetitive tasks, which impacted productivity and increased the risk of errors. 

They realized it was time to shift to a more flexible and scalable CRM platform. That’s when they approached Hexaview to help with RedTail to Salesforce migration services. Their goal was clear: 

• Move from RedTail CRM to Salesforce CRM migration without disrupting ongoing operations. 
• Automate key business processes to save time and effort. 
• Ensure secure, accurate, and seamless transfer of all legacy data. 
• Build a future-ready CRM platform that could easily integrate with their existing tools and scale as they grew. 

For a deeper understanding of this process, read our comprehensive RedTail to Salesforce migration guide.

Hexaview’s Approach to Salesforce Migration Services

At Hexaview, we understand that salesforce migration services are not just about moving data from one platform to another—it’s about enabling businesses to work smarter and grow faster. Here’s how we partnered with the client to make that happen:

1. A Tailored RedTail to Salesforce Migration Strategy

We started by designing a clear, step-by-step migration strategy. This included thorough planning, risk assessments, and multiple tests runs to ensure nothing was left to chance. Our migration roadmap was carefully reviewed and approved by the client before we kicked off the actual data migration process. 

2. Custom Development Built on Best Practices

Every wealth management firm operates differently. We developed custom Salesforce features tailored to their workflows—automating client onboarding, compliance processes, and relationship tracking. Our team followed industry best practices and strict security protocols throughout the Salesforce implementation. 

3. Deep Data Analysis and Accurate Mapping

Salesforce data migration services require a deep understanding of both the source and target systems. We analyzed the client’s existing data model in RedTail CRM and mapped it meticulously to Salesforce CRM. This ensured no important data—such as client notes, communication histories, or compliance records—was lost in translation.

If you're planning your own migration, don't miss our Salesforce data migration guide for 2025 for expert insights.

4. Optimized Salesforce Data Model & Seamless Integrations

We implemented a scalable Salesforce data model and connected it with their key business tools: 

• Outlook 365 for email and meeting management. 
• Pardot & Act-On for marketing automation and lead nurturing. 
• Document management systems to simplify secure sharing of client files. 

5. Enhanced Reporting & Better User Experience 

Finally, we designed user-friendly dashboards and reports to give leadership and advisors better visibility into client activities and business performance. With Salesforce Lightning Experience, we ensured the new CRM was easy to navigate and enjoyable to use.

The Business Impact: What Changed for the Client?

The RedTail CRM to Salesforce CRM migration was more than just a technology upgrade—it was a complete transformation of how the client worked. Here’s what they achieved: 

Smarter Automation, Less Manual Work

Core processes like onboarding, data entry, and compliance tracking are now automated, freeing up valuable time for teams to focus on what matters most serving their clients. 

Stronger System Integrations

Salesforce now seamlessly connects with their marketing, communication, and reporting tools, making it easier for teams to collaborate and drive results. 

Better Business Insights

With advanced reporting tools in Salesforce, leadership can now drill down into data and make faster, data-driven decisions. 

Improved Sales Workflow

Integration with Outlook boosted the efficiency of sales teams, enabling smoother communication tracking and better follow-ups. 

Higher Data Accuracy and Security

By eliminating manual data handling, the firm significantly reduced the risk of errors and ensured client information is handled securely and compliantly. 

Future-Ready CRM Foundation

The client now has a scalable CRM system ready to support future integrations, advanced reporting capabilities, and evolving business needs—setting them up for long-term growth.

Conclusion: Powering Business Growth Through Seamless CRM Transformation 

The journey from RedTail to Salesforce wasn’t just about migrating data—it was about empowering a wealth management firm with the tools they need to grow smarter and faster. Thanks to Hexaview’s RedTail to Salesforce migration services and deep expertise in Salesforce data migration services, the client now enjoys: 

• A future-proof CRM ecosystem designed for scale and efficiency. 
• Automated workflows that minimize manual work and human error. 
• Greater operational agility to respond to market changes quickly. 

👉 Are you planning a RedTail CRM to Salesforce CRM migration or looking for expert Salesforce migration services? 

Let Hexaview help you unlock the full potential of Salesforce for your business.