Adobe Acrobat Reader vs. Followup CRM

After creating a document, converting it into Adobe Acrobat Reader is usually very easy for storage in my computer, sending/sharing via emails, etc. This also saves a significant amount of unnecessary printing and paper waste, which is great for reducing waste. I don't have to worry about not having the right software/app to view, edit, and share with anyone.

Incentivized

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

• It has all the tools that individuals need for reading/doing light editing of PDF files.
• It is the most secure PDF reader on the market, and it tends to get patched with timely updates on a regular basis.
• It usually works very well, as far as the software itself. It doesn't crash a lot, or is particularly an error prone software platform.

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.

• Being able to add image "stamps" to a document is a little tricky as the stamp has to already be in PDF format (at least on Mac) to work. This mean you have to convert the image to PDF before you can use it as a stamp.
• Being only able to save one signature and one set of initials is a bit of a pain but you can actually use stamps if you need different versions frequently used scribbles for various reasons. The stamp won't secure the document and prevent future changes the same way the signature would though.
• All of the other features you might want to use are only included with Acrobat Pro but the options are all displayed in the Reader app. When clicked they will offer the free trial that leads to a paid subscription. This is more of an annoyance but you can't fault Adobe for trying to make a sale.

Incentivized

• 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

To be honest, I do not have any say in the renewal of Adobe Acrobat Reader DC. It is managed at an enterprise level, and the decision to renew or not renew is handled well above my pay grade as an external consultant.

Incentivized

Again, Adobe Creative Suite is widely used and backed by an industry leader, making the experience very familiar and common for anyone who has used a PDF and wants more features to interact with it. It also makes copy text a lot easier than just previewing the file.

The application is pretty much "plug and play"

Incentivized

We have reviewed DocuSign in comparison to [Adobe] Acrobat Reader [DC's] e-sign capabilities. We found that DocuSign has more robust options when creating contracts and consent capabilities. DocuSign's online UI is much more suited to this type of task as well. However, we decided to stick with [Adobe] Acrobat Reader DC because of the price (DocuSign is more expensive) and we felt we didn't need all of the bells and whistles for contract signature and consent.

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

• It's available for free, so there is no excuse to not install
• Contains features that you would normally have to pay for in competitor software, so it has a positive impact on ROI
• Reduces the amount of printing
• Decreases the amount of time spent on regulatory and governance documentation

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