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.
While ensuring that your data is mapped appropriately and brought into Redtail CRM efficiently are the Welcome Team’s primary roles, they will also facilitate our goal of getting you up and running once your data is live by scheduling an hour-long call for you with one of the original ‘Tailers to go over structure and overall organization of your database.
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.
We’ll schedule a call with you to get to know you, the software you currently use, and how best to transfer data from your software to Redtail.
You can visit the Welcome Team area of our helpdesk for specifics on importing from a host of different platforms.
Any time you need an import, we will do it, no charge. We also send you a secure link to get your data to transfer to our system. Just follow the instructions and the transfer will be a breeze.
Anastasia was extremely patient with our myriad of questions and gave us good direction on what steps to follow next in our onboarding.
Justin is phenomenal: patient, understands questions asked and then answers them succinctly, keeps communication easy and open. Thank you!