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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Optimiser offers every business a unique, customizable solution to improve and streamline their processes. Optimiser's intuitive interface and expert support team seamlessly integrates a set of tools that your CRM and other departments need with your day-to-day operations. With powerful CRM, you can create valuable user profiles and innovate the way that you manage customer relationships. Pipeline drives strong prospect management. Data analytics enable business decisions. Contacts and accounts create data-driven profiles. Collaborative team calendar. All the features you need to achieve growth, all in one platform. Companies of all sizes can increase revenue, improve processes, and achieve tangible results with comprehensive, easy-to-customize business management software. Strong sales strategies, prospect insight, automations, and accelerated deal closing can all help to boost your sales team's performance.

Description

SalesFirst is a component of RTI's CRM suite that focuses on enhancing marketing and sales force automation. Tailored for professionals in telesales, field sales, and marketing, it empowers your sales team to effectively cross-sell and up-sell their offerings. Key functionalities of SalesFirst include robust contact management systems that log all interactions with customers and prospects. It also features tools for orchestrating marketing campaigns designed to generate new leads while assessing their success rates. Additionally, the software assists in managing opt-in and opt-out lists to ensure adherence to "do not call" regulations and anti-spam laws, as well as overseeing sales opportunities throughout the established sales cycle. This comprehensive approach ensures that sales teams are not only compliant but also equipped to maximize their outreach and conversion efforts.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Google Cloud Platform Yes 
Microsoft Outlook Yes 

Integrations

Google Cloud Platform No 
Microsoft Outlook No 

Pricing Details

£25 per user per month
Free Trial Yes 
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 Yes 
Mac Yes 
Linux Yes 
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 Yes 
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 Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Optimiser

Founded

2020

Country

United Kingdom

Website

www.optimiser.com

Vendor Details

Company Name

RTI Software

Website

www.rti-software.com/salesfirst.html

Product Features

CRM

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

Event Management

Attendee Management Yes 
Badge Management No 
Conferences / Conventions Yes 
Exhibit / Vendor Management Yes 
Gamification No 
Room Block Management Yes 
Social Media Promotion No 
Sponsorship Management Yes 
Surveys & Feedback Yes 
Ticketing Yes 
Volunteer Management Yes 
Weddings / Parties Yes 

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform Yes 
Customizable CTAs No 
Drip Campaigns Yes 
Dynamic Content No 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing No 
Segmentation Yes 
Social Marketing No 
Website Visitor Tracking No 

Project Management

Agile Methodologies No 
Budget Management Yes 
Client Portal No 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates No 
Gantt Charts No 
Idea Management Yes 
Kanban Board No 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Product Features

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms No 
Lead Scoring No 
Sales Intelligence Yes 
Search Marketing No 
Segmentation No 
Social Marketing Yes 
Website Visitor Tracking No 

Sales Force Automation

Call Management No 
Campaign Management Yes 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management Yes 
Lead Management No 
Opportunity Management Yes 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

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