B2W Estimate vs. Followup CRM

We are long-term users of the B2W system. We believe it is the best choice for paving contractors. It is easy to learn and continues to offer even deeper ability as estimating prowess grows. The system allows us to update quotes that were given in the past and to stay on top of our costs as changes occur, so our data is up to date and accurate. Know your costs and you can make money!

Incentivized

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

• Allows management to update costs for each individual item, equipment, labor, PR taxes, benefits, materials, etc.
• Allows management to see how aggressive estimators have built an estimate to evaluate risk.
• Allows monthly changes in fuel prices and liquid asphalt to quickly update the system for all.
• Allows management to override margins for overhead and profit to match backlog and need for work versus budget.

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.

• We request changes to the software as issues crop up and the B2W process changes as needed.
• A time-out function should be added to knock dormant users offline and allow other users access to the limited number of licenses the company owns.

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

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

• We make money year after year by having accurate quotes and costs basis.
• We have easily accessible records to look in the past at jobs won or lost.

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