About
Follow Up Boss
Integration
Boost Your Sales Efficiency with Follow Up Boss Integration
The Bearworks Follow Up Boss integration enhances your sales process by seamlessly connecting your CRM with Bearworks, creating a unified and efficient workflow. Here’s how it helps your team thrive:
- Effortless Contact and Task Management: Automatically sync Follow Up Boss contact lists and call tasks into Bearworks, ensuring every lead is accounted for and every task is actionable.
- Stay Updated: Call notes, dispositions (including custom ones), and meeting summaries are automatically pushed back to Follow Up Boss, keeping your CRM consistently updated with accurate call history and activity.
- Customizable Workflows: Create workflows tailored to your sales process by leveraging Bearworks features such as custom sequence steps and disposition-driven actions.
- Comprehensive Call Tracking: Log every call made, whether through Bearworks or external devices, giving managers full visibility into team activities and performance.
- Advanced Prospect Management: Filter and prioritize leads directly in Bearworks, allowing your team to focus on high-value opportunities and close deals faster.
Bearworks enhances your Follow Up Boss integration with powerful tools like call suppression, power dialing, and parallel dialing, ensuring your team spends less time on logistics and more time connecting with prospects.
How to Set Up
Follow Up Boss
Integration
The Bearworks Follow Up Boss integration can be setup with just a couple clicks. In Bearworks, goto the "Settings" page, then click on the "Integrations" tab. Under the "Follow Up Boss" section, click Integrate.
Follow Up Boss
Support
At Bearworks, your satisfaction is our priority. If you're encountering any issues with our integrations, don't hesitate to reach out. We're here to help and will have you up and running in no time!
