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What is SalesFirst?

SalesFirst is an integral part of RTI's CRM suite, specifically designed to enhance both marketing and sales force automation. It caters to professionals engaged in telesales, field sales, and marketing, providing tools that enable sales teams to effectively cross-sell and up-sell their products and services. Among its key features is a powerful contact management system that meticulously tracks all interactions with customers and potential clients. Moreover, it includes capabilities for launching and managing marketing campaigns that aim to generate new leads while evaluating their effectiveness. The software also plays a crucial role in maintaining opt-in and opt-out lists, ensuring compliance with "do not call" regulations and anti-spam laws. In addition to these functions, it facilitates the oversight of sales opportunities throughout the entire sales cycle, which promotes a structured approach to sales processes. This all-encompassing strategy guarantees that sales teams are not only compliant but also well-equipped to enhance their outreach and boost conversion rates. Ultimately, SalesFirst empowers organizations to achieve their sales and marketing objectives more effectively.

What is C2CRM?

Clear C2 recognizes that each business has unique requirements. As a result, C2CRM has been crafted to let you choose the features that best suit your needs. Our CRM solution is not only budget-friendly but also adaptable as your business expands. C2CRM consists of four interchangeable modules that together form a comprehensive CRM package: Customer Service, Sales Automation, and Marketing Automation, all designed to enhance efficiency. At the heart of our offering is the C2CRM Relationship Management module, which serves as the foundation of our system. It encapsulates all the essential logic necessary for managing your business relationships effectively. Equipped with integrated dashboards and reporting tools, you can gain a holistic view of your accounts, contacts, activities, and automated workflows, ensuring that you are always informed and ready to make strategic decisions. This level of insight is crucial for driving growth and improving customer satisfaction.

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Integrations Supported

Integrations Supported

Chatlio for Slack
Docusign
Epicor Eclipse
HubSpot Marketing Hub
IBM AIX
Infor CloudSuite Business
Infor SyteLine
JD Edwards EnterpriseOne
Microsoft Dynamics 365
NetSuite OneWorld
QuickBooks Enterprise
RingCentral Automatic Call Recording
SAGE
SAP Adaptive Server Enterprise (ASE)
SAP Business One
SYSPRO ERP
Shopify
Slack
Workday Extend
Zendesk

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$37 per user per month
Minimum 10 Users or $370/month (Includes Unlimited Free Support & Training). Monthly Contract.
Free Version
Free Trial Offered?

Supported Platforms

Not specified

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
24 Hour Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

RTI Software

Company Website

www.rti-software.com/salesfirst.html

Company Facts

Organization Name

Clear C2

Date Founded

1993

Company Location

United States

Company Website

www.clearc2.com

Categories and Features

Marketing Automation

Analytics / ROI Tracking
Customizable CTAs
Drip Campaigns
Dynamic Content
Sales Intelligence
Social Marketing

Sales Force Automation

Campaign Management
Contact Management
Field Sales Management
Opportunity Management

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

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

Customer Service

Alerts / Escalation
Appointment Management
Knowledge Base
Performance Metrics
Self Service Portal
Surveys & Feedback
Workflow Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Marketing Automation

Not specified

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Territory Mapping

Not specified

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