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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

WebFirst serves as RTI's eCRM solution designed for both customers and partners, offering a web-based platform where users can tap into a repository of solutions for frequently encountered issues, monitor the progress of ongoing incidents, and submit new support requests. This system streamlines communication, accelerates the reporting process, and grants access to essential information and assistance at all hours, alleviating the need for additional staffing costs. With appropriate access permissions, customers can view a selected range of information that is typically reserved for internal staff, allowing for tailored visibility and interaction. Users have the ability to see their own active and recently resolved incidents, enabling them to track their status and optionally provide updates or messages related to those incidents. Additionally, they can download documents, files, and fixes made available through the File Download Manager feature of CustomerFirst, enhancing their ability to resolve issues efficiently. Overall, WebFirst not only improves customer satisfaction by providing self-service options, but also strengthens the relationship between RTI and its users through transparent and effective communication channels.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

HarrisData

Founded

1972

Country

United States

Website

www.harrisdata.com/software/crm

Vendor Details

Company Name

RTI Software

Website

www.rti-software.com/webfirst.html

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

Knowledge Management

Artificial Intelligence (AI) No 
Cataloging / Categorization No 
Collaboration No 
Content Management No 
Decision Tree Yes 
Discussion Boards No 
Full Text Search No 
Knowledge Base Management Yes 
Self Service Portal No 

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