SalesFirst

SalesFirst

RTI Software
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About

Manage all your products, teams and processes in one platform (digital, call center, or field agent driven). Never, ever miss a sales opportunity. In most B2C businesses, the prospect-to-customer journey is never straightforward. In fact, there isn’t just one path-to-closure. There are multiple sales journeys, involving different channels, processes, teams, and touchpoints. LeadSquared connects them all – processes, distributed teams, and touchpoints – to give you one complete end-to-end sales execution platform – for your digital teams, call center agents, feet-on-street teams (sales, partner onboarding, service), and operations. LeadSquared cuts down all the noise that your teams constantly wade through and allows them just to focus on just their next task, enhancing their efficiency and helping them sell more. No-code sales process builder. Sketch the best-possible sales workflows for your different products & teams. The sales processes are dynamic and completely flexible.

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 Supported
iPad Supported
Android 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 sales CRM platform

Audience

Companies looking for an advanced Marketing Automation solution

Support

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

Support

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

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$25 per user per month
Free Version Not Supported
Free Trial Supported

Pricing

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

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

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:

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Pros & Cons from Real Users

Pros

  • #1- LeadSquared is the most versatile business software. #2- It offers the best marketing analytics. #3- It allows the organization to conduct email and social media campaigns in an automatic format. #4- Support team is very helpful.

Cons

  • #1- For us, their CRM structure is not up to the mark. #2- Subscription charges are high.

Training

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

Training

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

Company Information

LeadSquared
Founded: 2012
India
www.leadsquared.com

Company Information

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

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Categories

CRM Supported
Field Sales Supported
Healthcare CRM Supported
Hotel CRM Supported
Insurance CRM Supported
Lead Capture Supported
Lead Management Supported
Sales Supported
Sales Acceleration Supported

Categories

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management 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

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

Integrations

Anantya.ai Supported
CallRail Supported
Creatrix Campus Supported
Desktop.com Supported
Freshpaint Supported
InboxCRM by AppEQ Supported
Leadzpipe Supported
Leverly Supported
Lytics Supported
Quickwork Supported
Ringg AI Supported
SanCCS Supported
Shopify Supported
Teldrip Insights Supported
Truto Supported
Unbounce Supported
Verloop.io Supported
Voxbay Supported
Xoxoday Supported
astTECS Supported

Integrations

Anantya.ai Not Supported
CallRail Not Supported
Creatrix Campus Not Supported
Desktop.com Not Supported
Freshpaint Not Supported
InboxCRM by AppEQ Not Supported
Leadzpipe Not Supported
Leverly Not Supported
Lytics Not Supported
Quickwork Not Supported
Ringg AI Not Supported
SanCCS Not Supported
Shopify Not Supported
Teldrip Insights Not Supported
Truto Not Supported
Unbounce Not Supported
Verloop.io Not Supported
Voxbay Not Supported
Xoxoday Not Supported
astTECS Not Supported
Claim LeadSquared and update features and information
Claim LeadSquared and update features and information
Claim SalesFirst and update features and information
Claim SalesFirst and update features and information