CRM and Deals for Zendesk vs. Followup CRM

It is well suited when the business needs to send out communication to customers and it is fast and convenient and easy to use. It is very easy to find open tickets that the business needs to attend to. CRM and Deals for Zendesk makes it easy for day to day business communication.

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

• Enhance customer interactions
• Track Sales opportunities
• Manage leads effectively

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.

• Customers should be able to rate tickets
• A feature to add alternative email address
• Add notification to manager when there is a ticket with bad rating

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 would likely recommend the organization to renew my use of CRM and Deals for Zendesk because it is very user friendly; it's is easy to understand and its also makes its easy communicate with customers and to keep track of all the customer interactions. CRM and Deals for Zendesk is a great tool for communication because its also allows you to personalize interactions.

Incentivized

I am giving CRM and Deals a rating of 9 because of the benefits it has given us in terms of how they supported our customer support operations. While there are improvements that are identified and need to be worked on, overall it was a great tool for us at customer support.

Incentivized

CRM and Deals for Zendesk have more features that can support various businesses compared to Assembled. Whilst Assembled is more suited for workforce management and forecasting, it lacks the features that are needed in addressing customer support requirements and integration, which CRM and Deals for Zendesk can definitely provide. I can say Deals and CRM are more advanced compared to Assembled.

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

• Its positive impact is that you can create micros which saves the agents time
• It easy to browse for tickets
• It easy to add internal notes for other agents to have an understanding what has been done on that particular ticket

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