VOIP Archives - Redtail Technology

10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #7

Paul — Thu, 04 Mar 2021 13:45:39 +0000

Reason #7:

You need the technologies you use to integrate in meaningful ways so that you can eliminate redundant data entry and errors, streamline your processes, and improve client experience.

The word “integration” has its roots in Latin and means essentially to make into a whole by bringing all parts together. Redtail CRM serves well as a foundational system from which everything else can flow within your organization, but it can’t handle all aspects of your business. As your firm grows, other pieces of a working technology suite will include planning, form-filling, aggregation, risk analysis, and document storage software, just to name a few. While Redtail won’t perform the functions of these other applications, through all of the many integrations we make available you are able to sync data and streamline processes across these other essential tools.

Because Redtail CRM is tailored specifically to the financial services industry, the integrations we offer with other industry solutions don’t require customization and/or the need to bring in expensive consultants to make them work for your business; instead, these integrations were built out with advisors like you in mind. For proposed integrations to be meaningful, they should help you bring all the parts of your business together, and that is always our aim.

COMMITTED TO INTEGRATION FROM THE START

Redtail has been committed to integrating deeply and widely with other fintech firms since our founding back in 2003. It’s only through robust integration that you can bring all components of your business together in a way that allows you to ensure cross-platform data accuracy and real-time business data visibility unhindered by siloing. Further, the level of “data confidence” created in your employees as a result of integrations, when they know that they’ll find the same information regardless of the platform from which they access that information, empowers them to focus on their core jobs, while also supporting greater automation of processes.

There’s a lot of automation that can happen that isn’t a replacement of humans but of mind-numbing behavior. ~Stewart Butterfield

As a practical example, let’s consider an Imaging (or Electronic Document Storage) solution that is integrated with Redtail CRM. In addition to the efficiencies in terms of space, back-office, and compliance that paperless document storage creates for your office, integrating an Imaging system with Redtail creates further efficiencies that would be unavailable were Imaging used in a standalone situation. If you need to find a document relating to a client quickly (such as during an unexpected call from the client), your Redtail-Imaging integration will allow you to easily retrieve that document from within the client’s CRM record. No digging through file cabinets and no opening up a separate application to search first for the client and then for their documents. Additionally, multiple users of Redtail CRM across different locations can pull up the same document at the same time if and when that need arises.

BRING YOUR BUSINESS TOGETHER

Regardless of the type of tech tool you are looking for to assist with a particular business challenge, Redtail likely has an integration with multiple vendors who offer a solution that may meet your needs. Just click one of the links below to learn more about our current integrations for any of these categories of provider:

As you are seeking out tech solutions for your firm, always bear in mind that the better those solutions work together, the better it will be for your business. You’ll spend less time swapping between software, less time worrying about data integrity, and more time focused on your clients and the experience you can provide them. Integrations create efficiencies that are otherwise impossible; creating efficiencies, when time is often the scarcest of your resources, must be viewed not as a luxury, but rather as a necessity, and Redtail CRM has set itself apart in terms of industry integrations over nearly two decades now.

Up next week, Reason #8: Many of your essential technologies feel disconnected from one another and require time consuming interactions with support from many different vendors.

As always, if you have any questions along the way as we address these, you can reach out to our team at sales@redtailtechnology.com or 800.206.5030. We can’t wait to get to know you and your business better and to show you why Redtail is an industry leader committed to your success!

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.

The post 10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #7 appeared first on Redtail Technology.

New integration with 1Wire!

Paul — Mon, 12 Oct 2020 18:23:52 +0000

1Wire offers your business the ultimate IP phone technology. More features, great quality, lower cost. 1Wire Hosted voice is dedicated to quality assurance, scalability, easy deployment and management.

ABOUT 1Wire Founded in 2006, 1Wire is a VoIP telecommunications company focused on helping businesses communicate efficiently. Their platform delivers voice, video and text capabilities to both office and/or a home-based mobile workforce. Their goal at 1Wire has always been a simple one: to deliver cutting-edge telecommunications products and services, better than anyone in the communities they serve, to all businesses affordably. For more information, visit the 1Wire website here.

WHAT ARE THE INTEGRATION POINTS BETWEEN 1WIRE AND REDTAIL CRM? Within Redtail, this integration provides Screen Pop for VoIP, Click to Call for VoIP, and Call Logging for VoIP.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.

The post New integration with 1Wire! appeared first on Redtail Technology.

Best Practice Partner Webinar with Intulse October 6!

Paul — Fri, 02 Oct 2020 16:00:31 +0000

Intulse VoIP business phone solutions provide you with a flexible, feature-rich communications system on a robust network that can grow and change with your business.

ABOUT this webinar
Topic: Engaging clients from home with Intulse
Description: Redtail Technology’s 2020 AdvisorComms Survey found that 64.9% of respondents find phone calling the most engaging form of communication following the stay at home orders. While there is much push for texting, email and video communication, the phone call still remains one of the most powerful tools an advisor has for communicating with clients. Come learn how you can integrate your phone system with your CRM to create effective, compliant communication to your clients or prospects from wherever you are working.
Register now for this webinar on October 6 at 10 am Pacific.

WHAT ARE THE INTEGRATION POINTS BETWEEN INTULSE AND REDTAIL CRM? Intulse’s Redtail CRM integration merges your phone with your CRM. Any screen in the Intulse Dashboard that would normally display a simple phone number automatically searches the caller ID within Redtail and returns any customer records that match. For example, when someone calls you instead of displaying the caller id you’ll see the name of the person as it appears in Redtail and can click on the name to launch their account within Redtail. You can quickly add call notes to a customer’s activity details, and the note will automatically contain all the basic information about the call such as start time, duration, direction (inbound/outbound), and, if the if the call was recorded, a link to the recording.

To experience the integration between Intulse and Redtail you will need to use the Intulse Dashboard App.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this integration is available here.

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.

The post Best Practice Partner Webinar with Intulse October 6! appeared first on Redtail Technology.

New integration with Lightspeed Voice!

Paul — Wed, 29 Jul 2020 15:52:42 +0000

Since 2009, Lightspeed has served sales teams with fully hosted private phone networks and reliable sales automation solutions.

ABOUT Lightspeed Voice
Lightspeed Voice is a leading provider of VoIP phone service that prides itself on its over the top customer service and industry leading integrations. Features include live call monitoring, a visual switchboard, call activity reporting, call recordings, and many more that will help your office become more efficient. Lightspeed Voice is based in Florida where we develop, manage, sell, and support the product that sits within our privately owned data centers. For more information, visit the Lightspeed Voice website here.

WHAT ARE THE INTEGRATION POINTS BETWEEN LIGHTSPEED VOICE AND REDTAIL CRM?
The Lightspeed Voice integration with Redtail includes a screen pop of the customer profile on an inbound call and the insertion of a note with the duration of the call and who answered it along with a link to the recorded call.

DETAILS ON INTEGRATION SETUP AND USAGE
Redtail’s documentation on this new integration is available here.

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.

The post New integration with Lightspeed Voice! appeared first on Redtail Technology.

Updated Integration with GoToConnect Powered by Jive!

Paul — Wed, 24 Jun 2020 13:35:38 +0000

GoToConnect comes packed with features that empower your business to grow while your users stay productive and look professional.

ABOUT GoToConnect Powered By Jive

GoToConnect features a flexible, affordable VoIP system and professional HD virtual meetings software. Together, these two powerful solutions provide your business the tools to connect whenever, wherever, however. For more information, visit the GoToConnect website here.

WHAT ARE THE NEW INTEGRATION POINTS BETWEEN GOTOCONNECT AND REDTAIL CRM?
With the updated integration, you can now make any contact a video meeting. Every GoToConnect license comes with HD video conferencing for no additional cost. Host virtual meetings and screen-share critical documents to mitigate any misunderstandings and allow the advisor to capture all pertinent communications for historical continuity.

This new functionality is in addition to previous components of the VoIP integration, which you can view at the integration setup and usage link below.

DETAILS ON INTEGRATION SETUP AND USAGE
Redtail’s documentation on this integration is available here.

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.

The post Updated Integration with GoToConnect Powered by Jive! appeared first on Redtail Technology.