FollowUp CRM

"A must have system"

Comentarios: As a sales trainer and consultant in the contracting space. This system is essential and when fully embraced will be the backbone of your sales organization. This company and its founder helped me learn the fundamentals of building a sales organization.

Puntos a favor: The reporting and ease of use. This system will make it clear as to what is getting done and the performance of the team.

Contras: The interface and lack of overall integration with industry systems. It’s functional but lacks modern technology essentials.

"Simple and Effective"

Comentarios: I love it

Puntos a favor: The concept of following up with clients on their terms and having a tool help keep me on task is worth its weight in gold. Our weekly sales meetings are powered by Followup, we can get all the stuff that matters from our report card to measure our success or failures.

Contras: I think their integration with FCS is on the right track but would like to see that relationship flourish. Everyone hates double entry. It's getting better, but think about how you can make it seamless, or close to seamless. Our workflow starts in Followup, then progresses into FCS. We use the Quickbid feature in our service department daily, how can you integrate that?

"Review from a Sales perspective"

Comentarios: overall the experience is okay. It allows me to track active projects from beginning to end. I would like to have access to current/past client data as well as prospecting lists all in one spot on a mobile app, preferably with a map interface to make calling on clients easier.

Puntos a favor: The software is easy for new users to pick up. All of the necessary fields are available. I really like the analytical data on the home page as well as the reports. this is helpful on the backend to track close rates, etc.

Contras: The feature that give us trouble is when we rebid work. There are to many areas that can be selected for bid dates.
This software lacks the CRM portion for field sales, i.e. mobile app, prospecting data, current customer data, and map interface with a client list. We only track active projects.
The software is also finnicky when adding new client information under a company.
The software does not make it simple to see the entire pipeline in my dashboard unless I have a followup date. I would prefer it be on my dashboard regardless of dates so if there is a change in people we don't have projects fall through the cracks.

"Review"

Puntos a favor: I like the dashboard for tracking daily tasks to accomplish.

Contras: I would like to see improvement in the tracking of leads, contacts and deals. There are limited ways to track task completion and the e-mail does not sync with outlook which is our email system.

"What get's measured gets done"

Comentarios: I have become more organized and realized what clients are the best suited for our product and which are just obtaining bids.

Puntos a favor: Follow up CRM is user friendly and easily accessible on all data systems.

Contras: There is only a sales tool and other softwares provide full management