Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Constellation allows you to connect your data sources to create customized reports and workflows that allow you to see the whole picture. Constellation connects your company's data to you so you can make better, more informed decisions. Constellation provides the information you need for making decisions that save money and make your organization more profitable.
Project Tracker
QuickTags
ShowRoom
AR Aging by Salesperson & Store
Sales by Salesperson & Store
Lien Waiver Report
Consolidated Financial Report
Multiple DBs - Sales by location
WIP Report
Store Level Financials
Monthly End Sales Report
Rolling 12 Report
Statement of Cash Flow Tracking Report
Report missing ETA
Description
HarrisData presents three distinct CRM modules tailored to enhance organizational functionality. CustomerFirst® equips various departments with essential support, help desk, and quality tracking tools to effectively manage customer data within their specific contexts. This solution efficiently oversees the workflow from the moment a request or issue is logged until it reaches resolution. SalesFirst® is engineered to aid businesses in organizing their sales teams, prospects, and clientele. This vital resource for sales representatives gathers all pertinent historical and critical information about potential clients, while also allowing for the tracking of competitive data to refine sales strategies based on market competition. Lastly, WebFirst® enables customers to access, modify, and create support tickets online at any time, providing them with 24/7/365 convenience. Additionally, this module facilitates the downloading of software updates directly from the web, ensuring that users have the latest tools at their fingertips whenever necessary.
API Access
Has API
API Access
Has API
Integrations
Azure Marketplace
SavvyMoney
Topper
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Isogent
Founded
2010
Country
United States
Website
www.isogent.com/rfms-cloud/constellation
Vendor Details
Company Name
HarrisData
Founded
1972
Country
United States
Website
www.harrisdata.com/software/crm
Product Features
Dashboard
Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets
Data Analysis
Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics
Data Management
Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management