B2W Maintain vs. Followup CRM

We use the full suite of features in Maintain as it covers most of our needs, it is nice to have most of your data in one system, much easier to manage. We use telematics from third parties and even though we use the Parts/Inventory/Purchasing we sometimes need to go through the vendor portal to order but for the most part those work well most of the time, very little issues or minor ones at that. We can manage our shop/fleet/mechanic departments through this one program for the most part and users adapt to it very quickly.

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

• Automatic Scheduling of Maintenance through Programs
• Other users can submit requests through track
• Telematics plug-ins help keep track of hours/mileage
• GPS location to track equipment

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.

• Viewpoint Vista sync limits level of detail exchanged between systems
• Telematics import occasionally missed some readings
• Dashboards could be easier for common end user to configure

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

Very easy for users to learn the system. The interface is easy to navigate. Contains fields for all the info we want to capture. Very little bugs occur and maintenance is low. Available on mobile (tablet/phone). Doesn't take long to perform most functions. Configuration isn't difficult except for when integrating with third parties for telematics and other data transfer. Aside from those few integrations, it performs most of the functions we need within the program.

Incentivized

B2W Maintain is the only program we used day-to-day to manage our fleet. We also have Viewpoint Vista but it isn't really used for equipment other than to track the financials (purchase, sale, depreciation, taxes, etc.). Vista does have features for fleet management but they aren't as good our easy to use as B2W Maintain and it isn't close. Vista as a whole is an older program (getting retired 1/1/2027) without a web interface or easy to use user interface, it doesn't really compare, but it is what we we use for accounting so equipment records need to be stored there. I would never use Vista to actually actively manage the fleet and shops.

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

• Regular maintenance is scheduled before a problem occurs
• Items are easily created and prioritized for the shop
• Mechanic hours (work orders assigned) can be easily managed

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