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
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 about OpPlan
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 about Contact & Sales Manager
CustomerFirst
CustomerFirst is a CRM Help Desk software that includes defect and bug tracking software capabilities for those companies that are supporting internally developed software. It integrates the communications between support or help desk, development, and professional services. CustomerFirst helps you manage your relationship with your customers and keep your customers satisfied by being responsive to their needs. It manages the flow of work from the time an issue is first reported until it is fully resolved.
Learn more about CustomerFirst
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 about WebFirst
Integrations
No integrations listed.
Company Information
HarrisData
Founded: 1972
United States
www.harrisdata.com/software/crm
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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?
HarrisData CRM works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does HarrisData CRM support in their product?
HarrisData CRM supports these languages: English.
Q: What kind of support options does HarrisData CRM offer?
HarrisData CRM offers support via online.
Q: What type of training does HarrisData CRM provide?
HarrisData CRM provides training in the form of documentation.
