Likelihood to Recommend 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.
Read full review If you own a business that has complex selling processes or requires integrations with 3rd party tools/systems, you should look at Professional, Enterprise, or Unlimited editions.
Salesforce operates very well across pretty much every industry, but not all sales, marketing, and operational processes are created equal. If your marketing process requires a long list of sendable contacts then I would recommend adding on
Pardot or Hubspot. Always start small and scale up, to avoid boxing yourself in down the road.
Read full review Pros 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. Read full review Tracking phone calls is extremely easy when using the app on the iphone. After a phone call is complete it prompts the user to enter in call details. SalesforceIQ also automatically logs emails for us. This has saved us time from entering in information manually. SalesforceIQ was easy to set up and allowed us customization for fields that were relevant to our business. Read full review Cons 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. Read full review Price point for smaller startups. Not budget friendly. Read full review Alternatives Considered 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
Read full review Salesforce Starter is exactly what it says. It's specific to getting a small business up and running effectively, without unnecessary development or internal overhead required. It doesn't allow for a ton of customization, but it provides more than most other providers across sales, service, and integration/automating business processes. Some tools are more specific to organizations that want to focus on a specific area to grow or manage their business. That's where the other package types and integrations with specific tools come in
Read full review Return on Investment 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. Read full review We have noticed since we have started using SalesforceIQ to communicate items on customer account notes we have freed up hours of phone time between employees allowing us to better answer customer phone calls. This is especially true in our parts department where we have inside and outside sales. We tied in use of Salesforce to our bonus structure to encourage employees to use the software. It is the direction our business is going and we needed everyone to participate to make it work. The newer the employee the better they are about logging information and visits. Read full review ScreenShots Salesforce Starter Screenshots