SalesFirstRTI Software
|
||||||
Related Products
|
||||||
About
Identify duplicate contacts, companies, deals by any field and merge in bulk. CSV reports, flexible rules for picking master, preview mode and automation. Improve personalization by standardizing job titles, address, industry, and other text fields. Segment and create targeted campaigns using consistent data. Import from CSV using templates and flexible update controls in order to avoid creating duplicates or overwriting important data. Cleanse before import. Identify incomplete, improperly formatted, inaccurate data and fix it. Remove redundant data, fake contact emails and phone numbers, and other bad data. Bulk update records and fields using functions, for example, proper case names and remove whitespace, format phone numbers, and more. Easy ETL. Compare CSV to existing records inside your database, match rows to records by any field(s), to identify matching and missing records. Instead of exporting to CSV and wrestling with VLOOKUP, IDs, and SQL.
|
About
SalesFirst is the marketing and sales force automation software module of RTI's CRM product family. It is designed for telesales, field sales, and marketing personnel. It helps your sales force cross sell and up sell. Some of the major features in SalesFirst are: Contact management to record every interaction with your customers and prospects. Marketing campaigns to help you manage new campaigns to generate new leads and measure their effectiveness. Manage your opt-in and opt-out lists to be compliant with "do not call" and anti-spam legislation. Managing sales opportunities through your defined sales cycle.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Companies searching for a customer data management platform
|
Audience
Companies looking for an advanced Marketing Automation solution
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and VideosNo images available
|
|||||
Pricing
$5 per month
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationInsycle
Founded: 2016
United States
www.insycle.com
|
Company InformationRTI Software
www.rti-software.com/salesfirst.html
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
||||||
|
|
||||||
|
|
|
|||||
Categories |
Categories |
|||||
Sales Force Automation Features
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Marketing Automation Features
A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking
|
||||||
Integrations
Adobe Marketo Engage
HubSpot CRM
HubSpot Customer Platform
Intercom
Mailchimp
Pipedrive
Salesforce
Zendesk
|
Integrations
Adobe Marketo Engage
HubSpot CRM
HubSpot Customer Platform
Intercom
Mailchimp
Pipedrive
Salesforce
Zendesk
|
|||||
|
|
|