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What is Intercom
Intercom is a Customer Messaging Platform designed to improve communication between businesses and their clients. Intercom enables you to improve your entire marketing with a wide range of tools that allow you to manage the relationship with your prospects.
Benefits of using Intercom
Intercom offers a new way to acquire, engage and retain customers and is great for sales, marketing, and support teams to connect and communicate better with customers and help the company grow faster, so this is a reason why it is handy to use Intercom. But that's not all because Intercom gives you the ability to segment your users based on the actions they take and create live segments based on them, providing you with the tools and data you need to acquire and engage your customers more effectively and efficiently.
Why should I use Intercom
With Intercom you can easily onboard and upsell your customers with email marketing campaigns, in-app messages and push messages. Intercom lets you set your marketing goals and track your results. The in-build analysis tools allow you to track your campaigns and optimize your marketing.
What is 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.
Benefits of using Redtail
This CRM helps users quickly access any information they need. It can generate customer and account reports.
Why should I use Redtail
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.
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