SalesFirst

SalesFirst

RTI Software
+
+

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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 Videos

No images available

Pricing

$5 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Insycle
Founded: 2016
United States
www.insycle.com

Company Information

RTI Software
www.rti-software.com/salesfirst.html

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Companion

Companion

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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
Claim Insycle and update features and information
Claim Insycle and update features and information
Claim SalesFirst and update features and information
Claim SalesFirst and update features and information