Aline vs. Followup CRM

Aline is suited for scenarios where it is crucial to gather and document a large amount of key information from prospects and their influencers in order to move the sales process forward. Aline is only as effective as the user chooses to utilize the tools provided. A great CRM should be one that, if another individual needs to access and take the lead over, should be seamless and informative.

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

• Helps me keep track of my daily, monthly and annual progress
• Keeps me organized and on task
• Shows me our business progress

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.

• Amount of calls in the team progress section
• Team productivity report fixing so as to not have to scroll through
• In the calendar option the ability to move tasks more than a month at a time, if it could scroll down so I could move it to a few months ahead

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

I think it is a very user-friendly platform where you can find all the information that you need within a few clicks. It is important to be able to navigate the system quickly to communicate with the prospect quickly, and Aline helps in this process.

Incentivized

We have utilized Aline's customer support in the past when we were having difficulty curating a list for a needed report. The customer support team was very responsive and followed up to ensure that we were not having any issues following the call. The product training has been very helpful with new hire training.

Incentivized

I worked with Sales Force Assistant for a short time Thus far, Aline has not disappointed me in any way both CRMs are top notice and incredibly user friendly I could not perform my role effectively with Aline

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

• When we implemented Aline the team occupancy was 76% by year end we were at 86.4%, this took 10 months.
• The platform saves me countless hours each month for datamining for board reports. The system has paid for itself several times over
• We can now compare year of year marketing campaigns to find out which campaigns to keep or no longer suit our market.

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