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 Good for larger teams with a lot of activities and therefore a good justification for the investment. Great for 'as above' + the companies looking to integrate Veeva CRM with other Veeva offerings, such as Align, Inslight, Zinc/PromoMats etc. Not so great for smaller organisations or those with more slightly more restricting budgets.
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 Commercial Cloud Sunrise UI Multi device support from browser, iOS devices 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 There is no offline version of the app so it is hard for field staffs to access where internet connectivity is not strong Can be expensive specially for a smaller company as it is based on SAAS platform 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 Better for field based medical personnel when recording Medical calls.
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 Oftentimes it is the field sales force that heavily influence the choice of the CRM solution. It appears that many of our field sales force prefer Veeva. Happy reps = more actively used CRM = clearer understanding of the reps' activities. Veeva offer 2 implementation versions - out of the box implementation (around 6-8 weeks to install) and 'all singing, all dancing' implementation (based on the length of your specific string). You can pick one and therefore influence your ROI accordingly. Again, as Veeva CRM is pretty much a de facto CRM solution, this is good for scalability if/when rolling it out across multiple regions/branches Read full review ScreenShots