Followup CRM vs. HCSS

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

Our operation uses several pieces of what we call specialty equipment (not used every day on every job). The foreman when finished will give a location of where this equipment is left, this many times can be very vague and lead to a lowboy driver trying to block around to find the piece or driving down a street he cannot get turned around in. With the GPS devices, the driver can pinpoint exactly where the unit is and if he has room to turn around at that location.

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.

• #1 is support! HCSS is by far the best software support of any product we have ever used. Unlike most software companies HCSS utilizes their support calls to help upgrade their software. When you here them tell you that they will write down a particular issue you come across during a support call if they can't help you then and there they will research and get an answer to you extremely fast. If the software will not do it, you can bet there is a good chance it will be on the list of enhancements you will see come out in the near future.
• Estimating software is very extensive. Their software is capable of handling the smallest estimate all the way to the largest joint venture estimate. It has advanced features that make it extremely useful for analyzing job materials, subcontractors etc.
• HeavyJob is an extremely useful tool for the field to keep the office up to date with job costs. Everything is at the Foreman's fingertips on Tablets to allow the information from the field to get uploaded to HeavyJob manager which then can export to accounting. We are also able to give our Foreman the ability to deal with the Daily and weekly safety needs (Tailgate Meetings, incident Investigation, observations etc.) right on the Tablets thru HeavyJob.

• 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

• All their apps are on mobile devices. Although there is not a clear company policy on Android versus iPhone. Updates for features lag behind on Android. Some apps are exclusive to one platform making it hard to fully interconnect all programs.

As mentioned, user interface appears messy and complicated at initial onset. Training is necessary but becomes easy to maneuver through after solid daily use.

Incentivized

I have never had a bad experience or heard of one in 4 years of doing business with HCSS. That is unheard of even with the hurricanes and flooding in Houston area it feels like HCSS was always there and willing to help in every way.

I was not employed with PPI upon implementation. I would prefer to reference my previous statement, that each company needs to evaluate its culture and address your implementation accordingly. The purchasing company should assign an employee as point person and really take charge of not just the technical side of the implementation (HCSS pretty much handles that), but focus on company culture and training.

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

Other estimating products I have used consist of ICE/MC2 and MS Excel. ICE was not a good fit for our company, as they have awful technical support and offer very poor training. MS Excel is great for simple estimates where there is not a lot of data being compiled. However neither hold a candle to the power of HCSS Heavybid

• 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

• Because of the codebooks (bid item codebook for DOT's specifically), we're able to carve off significant time in "stick-building" estimates
• It's very easy to train newer estimators with HeavyBid due to the abundance of resources available on HCSS Academy and elsewhere (i.e. Arthur Nix's material)
• The KPI's and Insights that Pre-Con offers helps us to make better decisions on Bid Day.

Incentivized