Followup CRM vs. Really Simple Systems

One of the best things about FollowUp Power is that we can mark things for follow-up several months down the line, which we frequently have a need for since many of our clients are seasonal. For example, we'll get started working with them while they're here in Florida for the winter, then they'll head back north in the spring and not want to hear from us again until they return in the fall. With FollowUp Power, we can then mark them for follow up in the future rather than to have to somehow remember to contact them in the future.

Incentivized

I think one of the plus points is the simplicity of sending a simple email to your database and managing your prospects list. However, if you wanted to manage your sales pipeline in more depth it might not be right for you.

Incentivized

• We love the dashboard feature. This is where we spend the majority of our time. The dashboard helps us avoid missing bid dates and deadlines.
• The system is very intuitive and a new user will be up to speed within one hour after they start using the system. There is only one place to enter all data. This allows for ease of use and minimizes data entry mistakes.
• Every task is date stamped to insure proper work flow and holds the team accountable to each other.

• Customer Service is EXCELLENT! Fast response time, professional, and helpful.
• Platform is very intuitive and love the FREE WEBINARS they offer. Really Simple Systems gave us some ideas of how to use their product that we hadn't thought of ourselves.
• Very reasonably priced even at the Enterprise level, which we have chosen for our company.

• It really needs to have the capability of listing numerous phone #s with a note beside each one ("his cell#", "her work#", "do not call before 9a.m.", etc.).
• It really needs to have the capability of listing numerous e-mail addresses ("hers", "his", "her email address at work", etc.).
• It would be nice to have a separate general information box where we could put comments in that would show every time we bring up the account (such as "her nickname is Bobbi", "their dogs name is Fido, "their son is currently stationed in France", "husband is going through chemotherapy", etc.), which would help us to remember personal details that are important to our clients.

Incentivized

• Wish I could sort by tags a bit easier. I manage this by using their Reports feature. But I would like to assign the same task to a list of prospects with the same tag, and the only way I can do that is to either add the task one-by-one or export a report with all the accounts with that tag, add the task in excel, and then import it. Not ideal.

Simple systems is great for smaller sales and marketing teams to log their territories and report on progress on their opportunities. There are many useful features such as tasks and reporting to show to management how opportunities are progressing and when the estimated close date would occur. The two main issues are scalability within larger [organizations] and the ease to duplicate contacts.

Incentivized

Whenever I have had any issues, which is probably only 3 times in 10 years, the back office support has been fantastic and got me up and running again in a very short time. Cannot fault them at all. But as I stated, problems have been very few and far between.

Incentivized

My company had already implemented FollowUp Power CRM for Construction before I arrived. I have used other CRM programs in the past, and FollowUp Power is much more user friendly, and I have already seen a direct increase in my lead to customer conversion ratio as well as increased sales

Really simpler systems [are] a lot more simple to use for employees are not as confident with computers/technology, in comparison Zoho CRM was a lot more complicated to use. Really Simple Systems was the better option for our business.

Incentivized

• I have seen a lot better tracking on my jobs when it comes to scheduling and staying on top of my jobs.
• The dashboard is part of my daily routine it tells me exactly what I need to follow up on weather it is calling the customer or checking on the customer.
• Payments or what the current status of the job is.

Incentivized

• Moved away from Excel based worksheets to an on-line system
• Multi-device used on laptop, iPad, and iPhone effectively and up to the minute access
• I can simply review my opportunities, companies, and contacts regularly and do ongoing reviews at my own leisure having built the CRM system and committed the right quality of data