HarrisData CRM 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.
HarrisData CRM Alternatives
AI Sales Rep - Your Next Salesperson Might Not Be A Person at All
Identify and Influence Your Engaged Website Visitors into Sales-Ready Leads – Before You Commit a Single Working Hour.
Lower Funnel, Higher Value Leads: Using our advanced WebID +Person identification technology, we uncover and identify the most engaged visitors to your site. These are the prospects we focus on, ensuring maximum impact for your sales efforts.
- Detailed Prospect Data: We gather 40 points of data about each prospect, including first name, last name, email address, and more.
- Engaged, But Anonymous: These prospects are conducting online research but haven’t met with your sales team yet.
- Crucial Sales Funnel Position: These visitors are deep in your sales funnel, spending time on your key ‘buying pages’ but remaining unknown to you. They are the ones most likely to convert into appointments.
- AI-Driven Engagement: Our AI Sales Rep identifies and gently engages with these visitors, influencing them to express interest. The process is fully automated, so your sales team only needs to engage with the interested leads—your low-hanging fruit.
Leverage the power of AI to turn your website visitors into meeting-ready leads effortlessly.
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Bring Microsoft Dynamics 365 and Salesforce data to your sales team with Resco Field Sales+, a mobile solution designed to streamline field operations. This tool helps you manage customer data, track opportunities, and process orders directly from the field, improving productivity and customer interactions.
Field Sales+ is built with an offline-first design, ensuring that your team can access and update client details, orders, and sales reports even in areas without reliable internet connectivity. It’s ideal for sales professionals working in remote regions, urban areas with unstable networks, or on-the-go situations where staying connected is critical.
The solution offers features like route planning, automated reporting, customizable dashboards, and digital asset management to simplify sales workflows. These tools make it easier to handle leads, prepare quotes, manage inventory, and monitor performance in real time.
Resco Field Sales+ empowers your team to focus on closing deals and building customer relationships while maintaining seamless access to essential sales data.
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Insight for Sales Strategy
Insight for Sales Strategy seamlessly adjusts to the unique processes involved in finalizing sales for your organization's offerings. You can enter or import accounts from your existing contact management or CRM systems, enabling efficient tracking of each account's journey as it transitions from a lead to a prospect and finally to a completed sale. Moreover, you can easily prioritize multiple accounts to identify those with the highest likelihood of achieving sales success. The sales pipeline data can be exported into a spreadsheet compatible with Excel for further analysis. This tool enables you to assess each account thoroughly to gauge its chances of success. Beyond monitoring the status of accounts within the pipeline, sales representatives can assign a contract value to each prospect, which comprises individual product costs, while also noting the status of necessary reviews within the client's organization, such as financial and legal assessments, alongside an overall probability of closing the deal. This comprehensive approach ensures that sales teams can effectively manage their opportunities and focus on the most promising leads.
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WebFirst
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.
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Integrations
No Integrations at this time
Company Details
Company:
HarrisData
Year Founded:
1972
Headquarters:
United States
Website:
www.harrisdata.com/software/crm
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Customer Support
Online Support
HarrisData CRM Features and Options
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