At Redtail we understand that transitioning from your legacy system for client management can pose challenges for many offices, as you may be worried about maintenance of your data, downtime during the actual transition, learning a new system, and any number of other items that often accompany making a change in the way you handle your business. This is why we have a Welcome Team in place to help address those concerns and to ensure that your transition to Redtail is a smooth one that allows you to hit the ground running.
Our Welcome Team is highly trained in the process of assisting users during this process and consists of analysts and CSRs with years of experience doing so. One of these team members will call you on the day you activate your Redtail subscription to welcome you and discuss the transition process and your data import (if applicable). Additionally, they will schedule a further one-on-one call to discuss any mapping or import concerns you may have, if necessary.
If you do need data imported, after your Redtail activation we offer free basic and custom imports from over 40 different CRMs. The typical import process ranges between 2-3 business days.
If everything looks good, we’d love to invite you to register for our After the Import Webinar, as it will provide important direction on clean up and organization for the info that was brought over. If you are interested in this, you can sign up here: Click to Register!
We can’t wait to welcome you to Redtail and look forward to getting to know you soon!
Try out our 30-day, risk-free trial. It’s full-featured and easy to get started.
After you activate your Subscription, we will reach out to you within one business day to see if you need any help with an import and to help point you in the right direction for all your other needs.
You can visit our helpdesk for specifics on how to get started using Redtail.
All imports are included in the cost of your subscription; you will never be charged more for this service. We also ensure safe and secure import protocols to make this process as stress-free as possible.
Jenny is to the point and does not waste time. She knows what she is doing and talking about. I look forward to working with her.
Sara has been tremendous at responding to questions and keeping me in the loop during my client’s ACT conversion.