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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Sales force tracker to eliminate friction at each step. A powerful sales force tracker that helps you close more deals, improve your relationships, and manage clients efficiently -- all in one field force management software.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

URVA Comply No 
URVA Connect No 
URVA Service No 

Integrations

URVA Comply Yes 
URVA Connect Yes 
URVA Service Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$8
Addons enable you to add more features to enhance your account
Free Trial Yes 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

RTI Software

Website

www.rti-software.com/salesfirst.html

Vendor Details

Company Name

URVA

Founded

2015

Country

India

Website

urva.co/sales/sales-force-tracker/

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 

Product Features

Field Sales

Activity Tracking Yes 
CRM Yes 
Channel Management No 
Collaboration Tools No 
Controlled Access No 
Dashboard Management Yes 
Expense Management Yes 
Fast Estimates No 
Inventory Management No 
Invoices No 
Lead / Opportunity Management Yes 
Online Payments Yes 
Order Management Yes 
Quoting Yes 
Reporting / Analytics Yes 
Route Optimization Yes 
Territory Management Yes 
Time Tracker Yes 
Visit Scheduling Yes 
Workflow Management No 

Sales Force Automation

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

Workforce Management

Budgeting & Forecasting No 
Contractor Management No 
Employee Lifecycle Management No 
Labor Projection No 
Performance Appraisal No 
Recruiting Management No 
Scheduling Yes 
Skills Tracking No 
Time & Attendance Yes 
Variable Workforce No 

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