The post Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt appeared first on and was written by Craig Iskowitz.

This is a bonus episode that we recorded after the news dropped today about Orion Advisor buying Redtail Technology.  With no preparation and at great personal expense, Kristen Schmidt and I had a discussion about the ramifications of this deal for customers, partners and competitors.  We also covered messaging from Redtail, current CRM market share, […]

The post Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt appeared first on and was written by Craig Iskowitz.