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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

To streamline your sales process, we've integrated several features into our application. You can conveniently store all your customers' contact details in one location and access them from any device of your choosing. Updating your products and inventory is effortless with just a few taps, and you will receive alerts when stock levels are low. Invoicing for your sales has never been easier, allowing you to send invoices directly to your clients. Even those without technical expertise can navigate these tools with ease. You can generate reports on your sales performance—daily, weekly, monthly, or as you prefer—to monitor your progress effectively. These reports can be exported in formats such as PDF, Text, or Excel. Our app is trusted by entrepreneurs and start-ups who rely on it daily for tracking their sales activities. The Daily Sales Record app is designed to eliminate unnecessary complexities and maintain a straightforward approach. In the customer management section, you can add images and contact details for your clients, which is the essential first step in setting up your sales process. Here, you will also be able to conduct your daily sales transactions efficiently, ensuring a smooth experience overall.

Description

SalesFirst is a component of RTI's CRM suite that focuses on enhancing marketing and sales force automation. Tailored for professionals in telesales, field sales, and marketing, it empowers your sales team to effectively cross-sell and up-sell their offerings. Key functionalities of SalesFirst include robust contact management systems that log all interactions with customers and prospects. It also features tools for orchestrating marketing campaigns designed to generate new leads while assessing their success rates. Additionally, the software assists in managing opt-in and opt-out lists to ensure adherence to "do not call" regulations and anti-spam laws, as well as overseeing sales opportunities throughout the established sales cycle. This comprehensive approach ensures that sales teams are not only compliant but also equipped to maximize their outreach and conversion efforts.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Adobe Acrobat
Microsoft Excel

Integrations

Adobe Acrobat
Microsoft Excel

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

Daily Sales Record

Website

www.dailysalesrecordapp.com

Vendor Details

Company Name

RTI Software

Website

www.rti-software.com/salesfirst.html

Product Features

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Product Features

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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