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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 Insycle?

Identify and remove duplicate entries for contacts, companies, and deals across multiple domains while efficiently consolidating them in bulk. This operation involves generating CSV reports, setting flexible criteria for establishing the primary record, providing a preview function, and incorporating automation features. Improve personalization initiatives by standardizing job titles, addresses, industries, and various text fields. Leverage consistent information to effectively segment your audience and launch targeted marketing initiatives. Import data from CSV files through established templates and adaptable update options to avoid creating duplicates or losing vital information. Focus on cleaning the data before import by pinpointing and correcting incomplete, misformatted, or erroneous entries. Remove redundant data, invalid email addresses, incorrect phone numbers, and other inaccuracies. Execute bulk updates on records and fields using multiple functions, including transforming names into proper case, eliminating unnecessary whitespace, and formatting phone numbers correctly. The straightforward ETL process enables a comparison of CSV files against the existing records in your database, aligning rows with records based on chosen field(s) to reveal both matches and deficiencies in your data. This method negates the necessity to export to CSV and wrestle with intricate VLOOKUP tasks, IDs, and SQL queries, thus greatly enhancing data management efficiency. By utilizing these features, you can ensure that maintaining clean and precise data is not only feasible but also significantly streamlined. Additionally, this systematic approach fosters heightened productivity and accuracy in your organizational processes.

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Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Intercom
Mailchimp
Marketo
Pipedrive
Salesforce
Zendesk

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Intercom
Mailchimp
Marketo
Pipedrive
Salesforce
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$5 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

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

Insycle

Date Founded

2016

Company Location

United States

Company Website

www.insycle.com

Categories and Features

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

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

Categories and Features

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

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