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Generate more leads with the ActiveDEMAND + Redtail integration
ActiveDEMAND / Redtail
Integrations

Generate more leads with the ActiveDEMAND + Redtail integration

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Quick summary of ActiveDEMAND

ActiveDemand is a marketing automation tool that you can integrate with your CRM in order to align your sales and marketing activity. ActiveDemand allows businesses of any size to deliver their collected leads to CRMs, together with historical information and crucial data that sales teams can leverage to make more sales. With ActiveDemand you can segmentate your audience and identify the right strategies to convert a lead into customer.

Thanks to an easy and configurable lead scoring, ActiveDemand lets you and your team understand the quality of your leads, allowing you to make better decisions, timely. ActiveDemand’s features are designed to take care of your customers during the entire sales process, and more. Once the client has been acquired, you can send the info back to marketing and further nurture and engage him/her, in order to increase the customers lifetime value.

ActiveDemand provides a transparent and intuitive analysis tool, that gives you an overview on all your marketing activities. Thanks to this, you’ll be able to easily understand what marketing campaigns are working and what needs to be improved.

Quick summary of Redtail

Redtail CRM is a web-based software designed exclusively for financial professionals. This Intuitive and user-friendly software is used by financial advisers and financial management companies to track their customers' data and the activities they perform for them. Redtail aims to simplify work flows and automate client management.

This CRM helps users quickly access any information they need. It can generate customer and account reports.

Users can also send messages and attachments to groups of leads or potential leads. The CRM software provides useful information such as the marketing campaign that generated a lead or a potential prospect. Redtail CRM offers the possibility of organizing seminars and allows users to manage and track them all in one place.


What you can do with ActiveDEMAND and Redtail

Create new Redtail contacts in tags with ActiveDEMAND

Update Redtail contacts in tags with ActiveDEMAND


Other popular Redtail integrations offered by LeadsBridge

No integration available but…
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