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#RedtailTips: Boost efficiency with saved filters in reports! Save time by setting up filter parameters once and easily obtain your desired data every time. Streamline your workflow and focus on analysis.
#RedtailTips Need more assistance? Book a 15-minute check-in with a Technical Support Specialist. Our Learn It! Workshop is also offered every Monday at 1 pm EST--or watch the on-demand recording. Learn the proven strategy behind the Cold-to-Gold.
#RedtailTips Coupling the amount of contact data Redtail CRM allows you to track with the opportunities available to segment your contacts in meaningful ways, Redtail CRM is a natural springboard from which to initiate targeted, well-timed marketing campaigns.
#RedtailTips Redtail Campaigns users can benefit from built-in compliance workflows and full access to an existing library of campaign content, with more coming online all the time. - Aubrey Jones, Redtail Trainer
#RedtailTips Easily link your firm’s Twitter, LinkedIn, and Facebook profiles with your Redtail Campaigns account to take advantage of the social marketing components offered through Redtail Campaigns. - Curtis Ware, Redtail Trainer
#RedtailTips Redtail Campaigns offers a way for you to market to your prospects and clients on an ongoing basis with pre-built marketing campaigns targeting specific stages of the client lifecycle. - Jac Anderson, Redtail Trainer
#RedtailTips Continue your CRM spring cleaning by updating and completing Activities! Click the Past Due button on the Today page to see everything you have open. You can rollover, reschedule, or complete in bulk from this page!
#RedtailTips If you want to connect clients to contacts such as Attorneys, CPAs, or Powers of Attorney, use the Professional Contact field! Once you’ve established these links in a contact’s Know Your Client area, you can search or report on these relationships at any time.
#RedtailTips Use the Family field to connect immediate family members (think tax definition). By creating families within Redtail CRM, you can quickly and easily see related Contacts in one place and access family members’ records. - Jac Anderson, Redtail Trainer
#RedtailTips Use the Status and Category fields in Redtail CRM to segment your contacts. These levels of classification allow you to easily distinguish the types of relationships you have with a given contact, from Cold Lead to AAA Client to Center of Influence.
#RedtailTips Use Keywords to group contacts together! Keywords can be used to track services, (investment, insurance, tax), holidays for annual cards, or even billing reminders (advance vs. arrears OR hourly, fee-based, pro-bono). You do need to be an Admin to add new Keywords!
#RedtailTips Track more than just your Clients in Redtail! Use Statuses to monitor and group together Prospects, Centers of Influence, Former/Inactive Clients, and any other valuable relationships. You can take it a step further and segment your contacts with Categories!
#RedtailTips If you have ideas about how Redtail can make your day easier, submit them through the “Suggest a Feature” option. Our Developers review these submissions to try and improve Redtail. You can send in ideas for any of the Redtail solutions!
#RedtailTips This is a great time of year for list-making. Update your preferences to set your default contacts page to your QuickLists. That way your carefully crafted QuickLists are never more than one click away when working within the CRM. - Jeremy Nakano, Redtail Trainer
#RedtailTips Create holiday cards or end-of-year newsletters through Mail Merges. Simply create your document in Word then upload to Redtail. Then run this Mail Merge against your clients, allowing you to pull contact details automatically. - Jacqueline Anderson, Redtail Trainer
#RedtailTips Use Broadcast Emails (and Email Templates) to stay in communication with your contacts! You can send simple emails wishing a Happy Thanksgiving or even to inform them of an upcoming Holiday event that your office is hosting. - Curtis Ware, Redtail Trainer
#RedtailTips Use Seminars to store more than upcoming holiday party info! You can create your own Attendee Statuses to include options like outstanding, sent, or received to track either gifts or cards sent to Clients. - Austin Johnson, Redtail Trainer
#RedtailTips Use Keywords to group contacts who celebrate specific holidays! This helps you coordinate cards for Christmas, Hanukkah, Kwanzaa, or any other special holidays. Then run a search to find out what everyone celebrates. - Katherine Beltran, Redtail Trainer
#RedtailTips Use the Birthday Reminders Report to capture a list of clients with upcoming birthdays! Whether you send handwritten cards or make a quick phone call, capture a list of who to connect with quickly! - Nora Gallegos, Redtail Trainer
#RedtailTips Create and use Personal Interests to track common interests (like golfing, swimming, hiking, dogs, or any other talking point) among your clients. If you are an Admin, you can add new interests within the Manage Database Lists area to track these shared passions!
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