Description de FollowUp CRM
L'un des meilleurs logiciels de CRM pour le secteur de la construction. Pour aider les entrepreneurs à s'assurer qu'ils n'oublient pas de suivre les leads, les offres et les clients. Ce système aide les équipes de vente à mettre en œuvre des aspects fondamentaux de la vente tels que le suivi, la gestion des leads, les offres et d'autres activités liées aux ventes. Les cadres peuvent ainsi responsabiliser leur équipe de vente tout en obtenant des analyses commerciales critiques qui permettent une prise de décision intelligente.
Qui utilise FollowUp CRM ?
Ce produit est destiné aux entrepreneurs qui souhaitent créer une véritable organisation commerciale. L'objectif est de fournir des logiciels et de l'encadrement pour aider les entrepreneurs à créer des organisations commerciales performantes grâce à des pratiques commerciales éprouvées.
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FollowUp Power Review
Commentaires : I have been enjoying the software, I hope I had something similar 15 - 20 years ago, working life is a lot easier now.
That I am able to track all projects and contacts
The Office 365 Email option, I do not use it, since I keep all email in outlook.
Alternatives envisagées :
Excellent CRM Customized for Contractors
Commentaires : Overall, this CRM has been a lifesaver for us on the tracking end. It is greatly increased our bid tracking and output and greatly benefited our staff being able to log our brains into an easily customizable CRM rather than keeping everything in our heads alone.
We love that this CRM is catered towards contractors.
Did not have GMAIL / Google Calendar integration for a while.
Review from a Sales perspective
Commentaires : 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.
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.
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.
Simple and Effective
Commentaires : I love it
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.
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?
Great product and great service
Commentaires : Customer service and support is great. The quarterly check-ins to make sure we are utilizing the program effectively sets Follow-up CRM on a top shelf
Being able to actively manage our sales pipeline and the workload of our estimators; analyzing sales behaviors and results for planning and meeting objectives
Our clients are moving from company to company right now. Managing individual contacts as they move around could be improved