Audience

Organizations interested in a modular CRM solution

About HarrisData CRM

HarrisData Offers Three CRM Modules. CustomerFirst® provides the support, help desk and quality tracking functionalities required to empower each department within your organization to maintain customer information and to view it in the context of their particular function. The solution manages the flow of work through the organization from the time a request or issue is reported, until it is completed or resolved. SalesFirst® is designed to help companies manage their sales organizations, prospects and customers. A significant tool for the salesperson, SalesFirst® captures all historical and critical data about the prospect. Competitive information can be compiled and tracked to assist in determining the best sales approach given the competition. WebFirst® is where the customer can access, update and create support incidents online 24/7/365. This extension of our CRM solutions will also allow you to download software updates from the web whenever you need them.

Other Popular Alternatives & Related Software
WebFirst
WebFirst
WebFirst is RTI's eCRM module for use by customers and partners. This web interface enables your customers to access a knowledgebase of resolutions to common problems, check the status of open incidents, and report new incidents to support. It facilitates communication, expedites reporting, and provides access to information and help during both business and non business hours without the expense of hiring additional personnel. Appropriate permissions allow authorized customers controlled access to a subset of the information that is available to internal personnel. You can control what they can view and update. Display their own open and recently closed incidents to review their status and optionally enter an activity or message regarding the incident. Download documents, files, fixes, etc that you have made accessible through the File Download Manager feature of CustomerFirst.
Learn more
OpPlan
OpPlan
Improve forecasting accuracy, achieve higher win rates, and reduce salesperson churn. “The” solution for your sales organization brings together CRM, benchmarking, analytics, competitive SWOT’s, sales strategies, action plans and much more! Effectively benchmark your opportunities and contacts with a simple scoring system. You will be able to quickly gauge the status of your opportunities, buying committee, sales team utilization, and win/loss ratio. Easily apply and maintain the strengths, weaknesses, opportunities, and threats (or SWOT) of your competition. Answer a series of questions around the current state of the opportunity and the appropriate strategy is revealed with coaching. Compile a list of actions with your prospects and get agreement on the steps to close the deal. Proven process to get deals unstuck and reveal interest level.
Learn more
Insight for Sales Strategy
Insight for Sales Strategy
Insight for Sales Strategy easily adapts itself to the specific steps involved in closing a sale for your company's products. Accounts can be entered or imported from your contact manager or CRM system. Each account can then be tracked through each step in the sales process to determine its precise status as it moves from a lead to a prospect to a closed sale. Multiple accounts can easily be prioritized to determine prospects with the greatest chance of sales success. The sales pipeline can be exported into an Excel-compatible spreadsheet. Insight for Sales Strategy helps you review each account to determine its probability of success. In addition to tracking the account status through the pipeline, the salesperson can assign each prospect with a contract value (made up of individual product charges), the status of any required reviews within the customer's organization (e.g. financial, legal, etc.) and an overall probability of closing.
Learn more
Contact & Sales Manager
Contact & Sales Manager
Repository of outside organizations including customers, sales prospects, vendors, and other entities. Maintain individual contacts within each entity. Schedule and track all activities related to each contact. Management of all sales opportunities with current customers and prospects. Entity records which are organizations or companies with which some form of communications has been established. Entities can be existing customers, prospective customers, existing vendors, prospective vendors, or any organization with which communications need to be maintained. Track each sales opportunity to be able to analyze and efficiently report on the sales process for each salesperson and across the entire company. Maintain information on the source of the leads which are being pursued to determine the areas where marketing funds should be allocated. Track the current status of each opportunity such as expected close date.
Learn more

Integrations

No integrations listed.

Ratings/Reviews

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

Company Information

HarrisData
Founded: 1972
United States
www.harrisdata.com/software/crm

Videos and Screen Captures

HarrisData CRM Screenshot 1
HarrisData CRM Screenshot 1 HarrisData CRM Screenshot 2
Other Useful Business Software
Veeam Data Platform v13.1 Icon
Veeam Data Platform v13.1

Move workloads across hypervisors and clouds with no vendor lock-in. Try VDP free today.

Try Veeam Data Platform today. Experience the unified platform that's secure by design, portable by default, and proven to recover clean, fast, and anywhere.
Try Now

Product Details

Platforms Supported
Cloud
Training
Documentation
Support
Online

HarrisData CRM Frequently Asked Questions

Q: What kinds of users and organization types does HarrisData CRM work with?
Q: What languages does HarrisData CRM support in their product?
Q: What kind of support options does HarrisData CRM offer?
Q: What type of training does HarrisData CRM provide?

HarrisData CRM Product Features

CRM

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