Bentley Navigator vs. Followup CRM

I think the complexity and cost of the program make it particularly useful, in situations where: the project is relatively large, with a wide variety of specialties that interact and depend on one another, and with specialists who are not physically together and whose communication and understanding is vital for the proper development of the project. If the project does not meet these characteristics, it is preferable to use less complex tools, cheaper, and that require less effort training the staff to use the software in question.

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 allows the different specialists or users, to make virtual and quick analyzes that have been translated into the rapid resolution of problems.
• Bentley Navigator allowed me to incorporate and manage important amounts of information that were key in the design phase, and that being inputs for different areas could be a source of conflict. The conflicts that have been generated are much smaller than those seen in similar projects previously carried out without the help of this tool.
• Allowing the visualization of the information in 3D models, added to its capacity to export 3D models as PD files, has allowed to increase the fluidity and communication of information with the client, which has translated into a reduction of the hours invested by the technical manager in that activity.

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.

• It could give alert messages warning that the information that is of shared use, has the latest version, with all the updated modifications.
• The information contained in the visual reports currently generated by the software could be expanded.

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

The tools and functionalities that have been used previously, are not commercial software, they have been software developed internally, of course much simpler and less functional than commercial software such as Bentley and its competition. This fact clearly obeyed a guideline of the organization that aimed to minimize the costs associated with the acquisition of software such as the Bentley.

As you learn from the experience and mistakes, once you lost a lot of time and money because you did not have the necessary tools to guarantee the timely flow of information, between personnel who were physically distant from each other but who needed of a very high technical interaction. As a result of this fact, the use of tools such as this was proposed as a test, in order to evaluate its real usefulness over time.

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

• The frequency and quality of information flow between field and office staff has improved.
• The costs for cellular use concepts associated with the sharing of information associated with the projects where the software has been used have been reduced compared to projects where more traditional control tools have been used.

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