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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
SunTec Xelerate is a renowned platform built on cloud-native and microservices architecture that empowers businesses to take control of the customer experience by establishing a robust engagement system coupled with superior product management, enterprise pricing, revenue oversight, and partner ecosystem facilitation. Acting as a business-centric intermediary, it harmonizes the internal technological framework to support a seamless shift from a product-oriented approach to a more agile, customer-centric model. The platform enables organizations to develop and package products effectively, implement relationship-driven pricing methods, prevent revenue loss, customize specific deals, incorporate partner offerings, and monitor the revenue and profitability of all products throughout the enterprise value chain. With its design being independent of data, the SunTec Xelerate APIs offer remarkable flexibility and adaptability, making them applicable in various contexts. This versatility allows businesses to tailor their strategies and offerings to meet the unique needs of their customers and market demands.
API Access
Has API
API Access
Has API
Integrations
Vertex
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
SunTec Business Solutions
Founded
1990
Country
India
Website
www.suntecgroup.com/suntec-xelerate/
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
Product Features
Banking
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Pricing Optimization
Channel Analysis
Competing Product Analysis
Forecasting
Market Analysis
Multi-Store Management
Price List Management
Price Optimization Automation
Pricing Analytics
Profitability Analysis
Scenario Planning
