Use Cases and Deployment Scope
Follow Up Boss which now calls themselves FUB, replaced my teams CRM. It helped get the team organized by creating a roadmap for continual follow up and effective marketing. Prior to FUB, potential clients were getting lost and/or simply not contacted. Although integration can feel overwhelming, their team makes it easier and relatively painless. Once in place, the system just works as long as the team follows it. The ability to see what the team is doing from a management perspective allows you to provide encouragement and training when needed.