Average Ratings 0 Ratings
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
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
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