FollowUp CRM Erfahrungen

Follow Up Overview

Kommentare: The team at Follow Up is exceptional. Whenever I have an issue my email is responded to to immediately and normally any issue I have is fixed within an hour or less. The best reason to have Follow Up is it allows you to see your entire teams efforts in one spot in real time. There is no waiting for reports, excuses or bragging, you see everything in full color.

Vorteile:

Maintains expectations and accountability for sales and estimating team. Allows each person to be their own time manager and creates access to Sales Manager to observe the success or failure of that management and take corrective action sooner versus later.

Nachteile:

I would like more ease with the calendar and fewer glitches.

Simple and Effective

Kommentare: I love it

Vorteile:

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.

Nachteile:

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

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

Vorteile:

I like the dashboard for tracking daily tasks to accomplish.

Nachteile:

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.

5 stars

Kommentare: I don't know what I'd do without it. The old way of tracking with files & whiteboards is not nearly as effective to keeping me on task in a timely manner with all of my clients.

Vorteile:

The most important feature this software gives me is a at a glance look at my leads. NO ONE is forgotten with using this program.

Nachteile:

It would be nice if my appointments could be automatically synced with my google calendar so that i don't have to enter them in twice.

Followup CRM

Kommentare: Once I gave the program a chance to replace my prior spreadsheets and notes, it quickly became clear that I could have one simple location for all projects, notes, updates, etc. which made it much better for knowing where to look for new entries and also assure that everything was up to date.

Vorteile:

Once the clients were set up, it was easy to enter new projects, dates, etc. I like the ease of scheduling for bidding and follow up. Regular updates in the notes allow for continual awareness of the status of the project and what might come next. So much better than trying to live by sticky notes or loose notebook papers.

Nachteile:

Getting started was the greatest difficulty that I faced as I had my way of keeping track (Spreadsheets and notes), so it was a slow process of getting comfortable with regular entries, etc.

Great for growing companies.

Kommentare: FollowUp CRM has become an essential program that we utilize on a daily basis. It allows us to smoothly monitor and explore each others' progress and leads as well as completed past and present projects. The program facilitates organization and allows us to improve upon our project management from the first call to the processed warranty. We can pull up all prior projects without having to go on a fishing expedition. Each project also allows multiple persons to leave comments on the project, which keeps us all connected and informed.

Vorteile:

FollowUp CRM is impactful to our company in that we are a small commercial roofing establishment, constantly growing and expanding our pipeline, employees and business model. We are able to track numerous projects and prospects with ease.

Nachteile:

Since we were with FollowUp CRM when they had their old system, it took some time to implement new features and some of our information was transferred differently. However the new system seems to be running smoothly and we are good to go!

Followup CRM

Kommentare: It is a good system that has needs some adjustments to be great.

Vorteile:

The use of this software is easy to use .

Nachteile:

Some of the search fields do not pull the correct information or they pull too much information and is time consuming to find what you are looking for. The program does not allow you to merge projects into one customer account instead of having multiple entries for the same location. (For example: the address of a location will never change. So if all of the work for that location was under one account regardless if the name changes, the history of that location would be in one place for viewing vs having to open multiple work orders to view project notes.) There is no ability to enter more than one email in the main contact line. The Company Information entry is difficult and could be easier to use. There is no link affiliation to files and folders on a SharePoint service or server.

Followup is a lifesaver!

Kommentare: Followup Power makes it simple to stay on top of my pipeline. It allows me to stay organized and follow up with my clients when I say that I am going to. It allows me to stay in touch with my clients on each and every project until a decision is made. Especially in the construction industry where the sales process can take months and even years to complete, it gives me a competitive advantage by easily setting follow-up dates to stay in touch with my clients long after my competition has stopped. I would be lost without this software and highly recommend it!

Vorteile:

I like that this software is simple to use and has many tools for staying on top of my pipeline. It also makes it easy to track progress, trends, and create reports.

Nachteile:

Overall it is really great.

Followup CRM

Kommentare: Overall it has brought me closer to our many offices activities

Vorteile:

I like that I can find and communicate with other staff members using the system and see what they are doing, as well as they can see my activity I like having all of our information in 1 accessible place

Nachteile:

There is not all of the information on one page. sometimes I need to access many different tabs for the whole summary of activity

Simply powerful

Kommentare: Contact to contract, the program keeps it limited in scope so they are able to be powerful in delivery. Also, makes the learning curve to get started manageable. Other programs we have bought and never fully implemented, train too complex.

Vorteile:

Ease of use for any level user

Nachteile:

Would like to be able to customize their terminology

Followup

Vorteile:

I like Followup because it keeps me organized. It’s a safe place to keep track of all leads and where we are in the sales cycle. I also like that it will display my monthly, quarterly, or yearly goals and my progress. Without it it would be impossible to keep up with all the potential customers.

Nachteile:

I wish the program would allow me to sent mass messages from the software when it is necessary to do so. I would also like to see notifications when key tasks have been completed by others. I do not like when it reverts to all time on my lead display.

Incredible Product!

Kommentare: FollowUp Power is the greatest tool our company has come across! Since getting on board with FollowUp, we eliminated the "forgetting to follow-up" statement and have increased our sales dramatically. Not to mention the easy-to-use platform with extreme functionality. Thank You support team, for providing such a great product and excellent service!

Vorteile:

Incredible Product!

Nachteile:

I'm unable to think of any.

Not a CRM

Kommentare: Everything. This is just a big "to-do" list. It's old antiquated user interface is not at all user friendly. Loads slow and has no kind of notifications when a new lead is added to the system. Regardless of how inexpensive it is, it will cost you more money with the missed opportunities.

Vorteile:

I really struggle with this question. What do I like most about Followup CRM? Nothing... If I had to say something good is that it gives you a simple closing ratio, but that is subject to the information being put in to it.

Nachteile:

This is not at all an easy to use platform. It does not notify you of any new opportunities or leads that get added either by email or text. Old and outdated.

Excellent, provides great insite

Kommentare: I've used Follow Up power for two years now, it provides valuable insight to quotas, reminders for follow up, trends etc....

Vorteile:

The sales data

Nachteile:

Wish it would send an email tickler for follow up

Crm review

Vorteile:

The system had a nice dashboard and the ability to dial in on the numbers. Was easy to search for records and was helpful to project sales

Nachteile:

The report side of the program was confusing and difficult to understand and lacked functionality for me

Review

Kommentare: I love it. It is a great company tool so everyone stays organized. I work in the sales department, so it helps me out tremndously with pulling reports and staying up to date with our numbers.

Vorteile:

I love how everything is organized and the lay out of the software. Makes it so easy to stay on top of deadlines.

Nachteile:

Honestly, the only thing I find that is a "con" is if you forget to insert a date in then it does not pop up on your dashboard.

Great for Scrubbing the Sales Pipeline

Kommentare: Excellent product, great service from their staff

Vorteile:

Quotas give us goals we can work towards each week, month, quarter, etc.

Nachteile:

Can be a little slow to load certain pages, and generate reports

Use FollowUp Everyday!

Kommentare: I actually know what my sales pipeline looks like and helps me really understand my business.

Vorteile:

Intuitive interface and great built-in reporting options.

Nachteile:

Quickbooks interface is in the works. Will be nice when available.

ACCOUNTABILITY

Vorteile:

Follow Up Power has enabled my Company to easily track the valuable leads that come in and the different ways in which we recieve them. This program has helped make my Sales Team "ACCOUNTABLE" for their time and efforts in the lead process from the beginning to end. This Follow Up Power Program also allows me to have a complete daily, weekly, monthly or yearly snapshot of Leads, Completed Sales and Lead Closure % which in turn helps me forcast Future Sales. This program is very simple to learn and use and the trainings are very thorough. I have no doubt that the Follow Up Power Program has brought my Company to the "next level" in tracking and forcasting Completed Sales.

Nachteile:

I have not found anything to dislike about the Follow Up Power System.

Review

Vorteile:

Very helpful and easy to find information. Reports are very helpful and we use weekly.

Nachteile:

Report can take a while to download/errors when running reports.

Great for keeping track of client contact.

Vorteile:

The software is easy to use, and the training is worthwhile. It's a good tool for helping your salesforce keep track of their conversation content with clients (or potential clients), and their follow-up schedules. But the key is to USE it! Every time you have contact with the client, you need to go to their record and update it, then mark it for the appropriate follow-up. If used properly, your clients will not fall through the cracks and get forgotten.

Nachteile:

Without training, it's easy to forget what dropdown choices you should choose to categorize various aspects of the sales process and its progress. If you could hover over some of them for definitions of when that choice would be the appropriate choice, that might help.

CRM Software Review

Vorteile:

The thing I like most about it is the way follow ups are done and tracked right in the system but still link to your email so you can do everything right there and the system updates itself that the follow up is done but you can still see it in your email.

Nachteile:

The thing I like least is that there isn't really much of an option to customize fields. If there were some that were completely customizable it would allow clients to use the system in ways it might not naturally work otherwise.

Great product and service

Vorteile:

Ease of tracking project and tracking. love the follow-up reminders.

Nachteile:

don't have anything to not like about this. Only thing I could think about is. If you have multiple GC pending all of them show up if you give a follow-up reminder.

Simpicity

Kommentare: Great, it keeps all project at a glance and easy to access .

Vorteile:

Very easy to enter new projects and update accordingly.

Nachteile:

Entering updates daily, the system prompts us we are late on an activity even though it is due later that day.