Streamline your data management process with the Qualtrics + Redtail integration

Qualtrics is a simple to use web-based survey tool to conduct survey research, evaluations and other data collection activities. Anyone (with no experience) can use this research suite to build surveys, send surveys and analyze responses. All from any online location, any time you need.

Use of Qualtrics software requires a CMC email account login and password. You must use the CMC Qualtrics web form to log in or create an account. If you go to the public Qualtrics website and create a trial account, any surveys you create or data you collect will not be accessible from the CMC Qualtrics site.

When using Qualtrics, Firefox, Chrome and Safari are the recommended web browsers; problems have been encountered when using Internet Explorer.

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.