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Average Ratings 0 Ratings
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
Ruby AI is an advanced, cloud-based sales strategist that enhances the speed of deal-making by quickly generating bespoke, insight-driven sales playbooks tailored to any prospective client. By simply providing a few inputs without needing any prompts, Ruby develops customized, multi-faceted strategies that encompass initial outreach, discovery inquiries, objection management, ROI forecasts, implementation strategies, competitive analysis, and closing techniques. Functioning as a top-tier sales mentor, Ruby continuously refines its strategies based on specific account notes or conversation transcripts, and it can also create ready-to-send presentations and summaries for every phase of the sales journey. Moreover, as a thorough account research tool, Ruby assembles comprehensive 360° profiles of target organizations, which include details about their background, workforce dynamics, recent developments, financial health, and key contacts. Users have the ability to ask in-depth questions regarding accounts and quickly receive strategic documents, actionable plans, and competitive intelligence within seconds. This innovative tool not only streamlines the sales process but also empowers sales teams to make informed decisions with confidence.
API Access
Has API
API Access
Has API
Integrations
Google Cloud Platform
Microsoft 365
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$150 per month
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
Ruby AI
Website
www.heyruby.ai/
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