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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies searching for a customer data management platform

Audience

Companies looking for an advanced Marketing Automation solution

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$5 per month
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Insycle
Founded: 2016
United States
www.insycle.com

Company Information

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

Alternatives

Alternatives

CentraHub CRM

CentraHub CRM

CentraHub
Cloudingo

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Symphonic Source
MarketForce One

MarketForce One

MarketForce
DemandTools

DemandTools

Validity
DupeCatcher

DupeCatcher

Symphonic Source
Field Force

Field Force

Arena Phone
TPSClear

TPSClear

Voll Studios Ltd
Companion

Companion

Mavens I Softech Solutions

Categories

Categories

Sales Force Automation Features

Call Management Not Supported
Campaign Management Supported
Channel Management Not Supported
Commission Management Not Supported
Contact Management Supported
Contract Management Not Supported
Customer Database Not Supported
Email Marketing Not Supported
Field Sales Management Supported
Lead Management Not Supported
Opportunity Management Supported
Performance Metrics Not Supported
Proposal Generation Not Supported
Referral Tracking Not Supported
Sales Forecasting Not Supported
Territory Management Not Supported

Marketing Automation Features

A/B Testing Not Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Not Supported
Content / Blogging Platform Not Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Supported
Landing Pages / Web Forms Not Supported
Lead Scoring Not Supported
Sales Intelligence Supported
Search Marketing Not Supported
Segmentation Not Supported
Social Marketing Supported
Website Visitor Tracking Not Supported

Integrations

Adobe Marketo Engage Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Intercom Supported
Mailchimp Supported
Pipedrive Supported
Salesforce Supported
Zendesk Supported

Integrations

Adobe Marketo Engage Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Intercom Not Supported
Mailchimp Not Supported
Pipedrive Not Supported
Salesforce Not Supported
Zendesk Not Supported
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