EG Sigma vs. Followup CRM

Sigma is very quick and easy to create reports with for internal and external uses. Their customer support is great, it has a simple interface that is easy to learn and manipulate, and it is an excellent tool for finding data on existing customers within your org. I am not aware of a better competitor to Sigma

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

• Data Loads Quickly on DashBoards
• Filters for Data are Applicable
• Company and Date Searching is Useful

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.

• Videos of How To / Quick Sigma Tips within the platform or via email
• Ability to Download Files Quicker
• Being able to export an xls with conditional formatting

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 only other data platform we have tried or had experience with was Tableau which I personally felt was much more confusing and difficult to use for the everyday user. We have lots of people in sales, who have no background in data, and who need to be able to access the client's data on a day-to-day basis. Sigma makes this easy!

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

• Ability to disuade churn for clients
• Showing clients ROI in QBRs
• Positive impact overall for us

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