Followup CRM vs. Trimble SysQue

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

For drawing plumbing where you are usually not needing any kind of taps it does really well. Once you become familiar with it, you can draw underground really quickly. Their water closet carrier families are great! Being able to draw a restroom skid with such a high level of detail is a definite plus. Also, being able to create point files easily since their hangers, floor drains, and cleanouts have the points embedded in them. For a small BIM department I think Trimble SysQue is a good option. They manage the database and you can send a request in for more content if it is needed. For larger BIM departments or people that are doing cloud spooling with Stratus or MSuite it becomes more problematic especially on the mechanical side with needing to use taps and the functionality of them being less than stellar. Larger BIM departments are usually able to have a person manage their database internally and that helps keep the content parameters consistent. Most MEP Fabrication content that I have used does very well with taps and the piping is able to be run quickly and does not need to be processed.

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 allows Contractors to use Revit with Spooling functions.
• The database of millions of native Revit Families.
• Excellent support from Trimble.

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 ability to erase points that have been written to a TFL file would be a great addition.
• Fitting to fitting placement can act up from time to time.
• I think that the spooling can continue to improve.

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

Benchmark Fabrication MEP

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

• It has allowed us to produce high level detailed models
• It gives us the ability to produce point files that aid in a speedier layout process for the field.

Incentivized