HarrisData SalesFirst Software

With SalesFirst, your organization will manage the sales and marketing processes more effectively through better communication, detail and visibility. From the initial marketing campaign through to close, SalesFirst provides a complete 360-degree view of each potential and existing client so you can track what's working and what's not. As a result, you are able to continually tune your messages, procedures and processes to achieve the desired results.

SalesFirst complements CustomerFirst, a product that focuses on the support and professional service areas within your organization. All of the data related to both products is stored in a central database. HarrisData's SalesFirst Enterprise Suite is fully compatible with Microsoft SQL, Oracle, and IBM DB2 database platforms, and is also OS X compatible for the Macintosh.

  • SalesFirst Can:

    • • Help facilitate your marketing efforts at a contact, group, or campaign level

    • Track contact management related activities

    • Track specific sales opportunities based on a company defined sales cycle and provide monthly forecast information

    • Help ensure that prospects are contacted at the appropriate time

    • Alert sales people to critical events and time frames during the sales process

    • Track lead sources to allow you to analyze the effectiveness of your marketing campaigns

    • Maintain information about your competitors and identify competitors to which you have lost business

    • Fulfill marketing literature requests and track what has been sent to a prospect as well as when it was sent

    • Provide a central repository for prospect information

  • SalesFirst Key Features:

    • Contact Management & Ticklers (calendar reminders)

    • Record activities against a sales opportunity or directly against a contact

    • Set tickler date for next follow-up

    • Salespeople can view the support incidents for a customer or prospect

    • View history of all contacts/activities for a specific customer/contact or for a sales opportunity. At the customer/contact level can view activities just for the contact, for all sales opportunities, for support issues (Incidents) or any combination

    Marketing Campaign/ Lead Source Management

    • User-defined lead sources can be defined within a multiple hierarchical structure

    • Create marketing campaigns and phases

    • Relate a lead source to a campaign. Track costs, responses, ROI, etc.

    • HTML email broadcast capability (produce newsletters or individualized email letters

    • In-bound/Out-bound telemarketing

    • Monitor the success of tradeshows, advertising, or web seminars

    • Report on the number of prospects and/or sales opportunities that result from each lead source

    Opportunity Management

    • User-defined sales stage that records progress through the sales cycle

    • Maintains all contacts and history for the opportunity

    • E-mail to the contact directly from the opportunity

    • Receive and associate incoming emails with sales opportunities

    • Record the salesperson's projections and track the progress through the sales cycle

    • Display Sales Manager, region, or company sales projections with manager overrides

    Tracking of Competition

    • Immediate retrieval of competitor's products and strategy as well and ability to store information as attachments

    • If a sale is lost, track the competitive product the prospect purchased and why

    • Query to identify competitors that are most effective

    Literature Fulfillment

    • Forms feature to define standard mailing letters

    • On the sales opportunity, the salesperson can record what literature needs to be sent and can select the letter to accompany it

    • Administrator can use the fulfillment panel to print all letters by clicking on one button

    • Can export the name and address information to use in a word processing mail merge to produce mailing labels. Records the date the literature is sent on the sales opportunity

    Accurate Forecasting

    • Reports of forecasted revenue based upon the salesperson's percentages, the manager's percentages, and the standard percentages associated with the sales stage of the opportunity

    • Laptop synchronization for remote salespeople

    • Microsoft Outlook integration