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Bill Good Marketing Integrates Gorilla with Redtail CRM

CRM systems Gorilla and Redtail Technology collaborate to address major trends affecting Financial Advisors

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January 6, 2014. Sandy, Utah-- Bill Good Marketing, Inc. announced today the release of a tool to synchronize data in Redtail, a leader in web-based CRM for financial advisors, to the number one marketing system, Gorilla® Anywhere.  Gorilla Anywhere was the first complete marketing, prospecting, CRM and office management system for financial advisors, and has helped thousands of financial advisors “Double production or work half as much.”

A recent issue of theJournal of Financial Planning identified three major trends affecting financial advisors:  mobile, the cloud, and integration.  “Because we are in the business of making millionaires, we watch the trends and look for ways that that can help our clients’ reach their production goals faster,” said Bill Good, Chairman of Bill Good Marketing.  “By developing a tool to integrate Gorilla’s powerful marketing machine with Redtail’s outstanding CRM, we are able to offer FAs more tools to grow their businesses.”

The integration offers Financial Advisors and their team access to both solutions without doubling their work load, making this the strongest cloud-offering available. Financial Advisors can add or modify contacts, group contacts into families, track status, source and categorize contacts in Redtail and then sync it all to Gorilla in the Cloud.

“I am very excited about our partnership with Redtail," said Good.  "Gorilla is a systematic way of marketing to clients and prospects that’s incredibly successful. A lot of the top financial advisors in the US and Canada made it there by using our system. With Gorilla, we provide content in the form of tested, successful marketing campaigns and messages. We also provide coaching and methods of team building and management that help FAs double their business – sometimes exponentially. We like to say we are in the business of making millionaires, because that is what most of our clients end up becoming.”

 “Redtail’s web-based CRM solution is easy to use and delivers a rapid return on investment, allowing advisors to focus on growing their businesses instead of managing software technology,” said Brian McLaughlin, CEO and CTO of Redtail Technology.  “Redtail CRM is not a typical off-the-shelf CRM tool, rather one designed from the ground up to meet the challenging needs of financial advisors, making this integration with Gorilla Anywhere a perfect solution.”

About Redtail Technology

Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations.. Visit www.redtailtechnology.com for more information.

About Bill Good Marketing

TheGorilla CRM® System for Financial Advisors is a computer-based, client marketing, prospecting and office management system.  The goal of our system is "Double production or work half as much." For more information visit http://www.billgood.com

 Contact: 

Jill Olsen

Bill Good Marketing

801-572-1480 ext 1298

JillO@billgoodmarketing.com

 

David MehlhamRedtail Technology

david@redtailtechnology.com

800-206-5030

 

867 East 9400 South
Sandy, Utah84094801-572-1480
 
http://www.billgood.com
“By developing a tool to integrate Gorilla’s powerful marketing machine with Redtail’s outstanding CRM, we are able to offer Financial Advisors more tools to grow their businesses.”
Tags: Technology, Chief Executive Officer, Financial Adviser, Bill Good, Chief Technology Officer, Crm, Systems, Gorilla, Redtail, Anywhere