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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 Freshsales?

Stop juggling various tools and start using Freshworks CRM, which has evolved from Freshsales and Freshmarketer to incorporate AI technology. This platform provides a comprehensive view of your prospects and clients, integrating marketing automation, salesforce automation, chat, and telephony into one efficient solution. With the assistance of Freddy AI, Freshworks CRM enables you to identify top leads, enhance customer interactions, finalize deals, and effectively nurture your existing clientele through an intelligent and all-encompassing system. By utilizing Freshworks CRM, your sales team gains enhanced access and oversight of a superior CRM experience. This robust platform serves as a powerful CRM and lead management solution, designed to help dynamic sales teams seize more opportunities while eliminating guesswork from the sales process. It offers a variety of features, including integrated phone and email capabilities, task management, appointment scheduling, note-taking, user behavior tracking, and comprehensive reporting tools. Through this system, you can engage in contextual conversations that significantly boost your chances of capturing more business. By attracting visitors and converting them into qualified leads, you can drive your sales success to new heights.

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Integrations Supported

Integrations Supported

Basecamp
BotStar
Chief
Core Commissions
Dialpad Sell
HubSpot CRM
Klenty
KrispCall
LeadsBridge
Morphic
Motileo
Nango
Saay
Sourcetable
Success4
Syncari
Teldrip Insights
Wufoo
ZIWO

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$9 per user per month
Growth - $9 per user per month
Pro - $39 per user per month
Enterprise - $59 per user per month

All prices are billed annually
Free Trial Offered?

Supported Platforms

Not specified

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support

Customer Service / Support

24 Hour Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

RTI Software

Company Website

www.rti-software.com/salesfirst.html

Company Facts

Organization Name

Freshworks

Date Founded

2011

Company Location

United States

Company Website

www.freshworks.com/crm/

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

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Territory Management

Email Tracking

Audience Segmentation
Campaign Management
Event-Based Notifications
Team Management

Financial CRM

Lead Management
Relationship Tracking
Territory Management

Inside Sales

Call List Management
Call Recording
Campaign Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Insurance CRM

Not specified

Lead Management

Activity Tracking
Lead Capture
Lead Distribution
Lead Scoring
Lead Segmentation
Pipeline Management
Source Tracking

Sales Acceleration

Not specified

Sales Analytics

Not specified

Sales Engagement

CRM Integration
Email Sequences
Email Tracking / Automation
Reporting / Analytics
Sales Automation
Task Management
Workflow Management

Sales Force Automation

Call Management
Contact Management
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Referral Tracking
Territory Management

Sales Prospecting

Not specified

Sales Tracking

Not specified

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