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What is HarrisData CRM?

HarrisData offers three innovative CRM modules designed to significantly improve operational efficiency within organizations. CustomerFirst® provides various departments with crucial tools for support, help desk operations, and quality monitoring, enabling them to efficiently handle customer information relevant to their individual needs. This comprehensive solution tracks the entire process from the initial logging of a request or issue to its final resolution. SalesFirst® is specifically crafted to assist businesses in structuring their sales teams, prospects, and client relationships. This essential tool for sales professionals consolidates all relevant historical and key information about potential customers, while also facilitating the monitoring of competitor data to enhance sales tactics in response to market dynamics. Finally, WebFirst® offers customers the ability to access, update, and create support tickets online at any time, ensuring they have round-the-clock convenience. This module also allows users to conveniently download software updates from the web, keeping them equipped with the latest tools as needed, further enhancing user experience and satisfaction. By integrating these modules, organizations can create a cohesive system that streamlines customer engagement and boosts overall productivity.

What is Constellation?

Constellation empowers you to integrate various data sources, enabling the creation of tailored reports and workflows that provide a comprehensive view of your operations. By linking your company's data directly to your workflow, Constellation enhances your ability to make well-informed and strategic decisions. This platform equips you with the critical insights necessary for decision-making, ultimately leading to cost savings and increased profitability for your organization. Additionally, it offers a range of reporting tools, such as Project Tracker, QuickTags, and ShowRoom, alongside detailed analyses like AR Aging by Salesperson & Store, Sales by Salesperson & Store, and the Lien Waiver Report. Other valuable features include the Consolidated Financial Report, Multiple DBs for Sales by Location, WIP Report, Store Level Financials, Monthly End Sales Report, Rolling 12 Report, and the Statement of Cash Flow Tracking Report, ensuring you have access to all the financial information you need. Furthermore, a report missing ETA feature aids in managing expectations and enhances operational efficiency.

Media

Media

Integrations Supported

Integrations Supported

Azure Marketplace
SavvyMoney
Topper

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
Mac
Linux

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

HarrisData

Date Founded

1972

Company Location

United States

Company Website

www.harrisdata.com/software/crm

Company Facts

Organization Name

Isogent

Date Founded

2010

Company Location

United States

Company Website

www.isogent.com/rfms-cloud/constellation

Categories and Features

CRM

Not specified

Categories and Features

Dashboard

Not specified

Data Analysis

Not specified

Data Management

Not specified

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