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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Optik is an innovative platform that enhances human capabilities with AI, aiming to create a comprehensive go-to-market solution that merges various tools and optimizes the entire sales process within a single interface. Rather than requiring sales teams to navigate through disparate systems, Optik integrates functions like prospecting, data enrichment, research, engagement, scheduling, customer relationship management, and revenue tracking into a cohesive workflow. This allows teams to efficiently identify potential clients, enrich their contact details and account data, gather insights powered by AI, craft tailored pitches, and carry out multi-channel outreach campaigns that are highly personalized, all from within the platform itself. By aligning customer signals with actionable steps, Optik empowers teams to transition from insights to execution more rapidly, while minimizing time spent on administrative tasks and context switching. The integration of AI throughout the process enhances human decision-making without replacing it, allowing users to better understand their prospects, uncover vital competitive intelligence, and make informed decisions about the next steps. Additionally, the consistent connection between sales activities and customer interactions ensures a seamless flow of information.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

HarrisData

Founded

1972

Country

United States

Website

www.harrisdata.com/software/crm

Vendor Details

Company Name

Optik

Founded

2022

Country

Ireland

Website

optikai.io

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

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