How 360 Wall Systems Simplified Bid Tracking and Follow-Up
With Followup CRM, 360 Wall Systems brought its bid tracking, communication, follow-up, and sales information into one organized system—giving the team an easier way to stay on top of opportunities and keep work moving forward.
360 Wall Systems, Inc. is an electrical/electronic manufacturing company based in Eden Prairie, Minnesota.
Industry
Electrical/Electronic Manufacturing
Company Size
10–20 Employees
Location
Eden Prairie, Minnesota
Followup CRM Since
2025
The Challenge
Before Followup CRM, 360 Wall Systems relied heavily on Excel spreadsheets to manage its bidding activity.
As the company handled a mix of opportunities—including smaller bids and projects involving multiple contractors—the team needed a better way to keep everything organized and make sure opportunities didn't fall through the cracks.
Their existing process made it difficult to consistently track bids and follow-up activity in one place.
The team was looking for a system that could help them:
Better organize bids and opportunities.
Improve visibility into what was currently in the pipeline.
Give team members an easier way to know what needed attention next.
The goal was simple: create a more organized process and make follow-up easier for the entire team.
The Solution
360 Wall Systems implemented Followup CRM to centralize its bid management and sales activity.
Instead of relying on individual rows in an Excel spreadsheet, the team can keep the information surrounding each opportunity together—from customer and project details to communication, notes, documents, dollar amounts, and follow-up activities.
With Followup CRM, 360 Wall Systems can:
Keep bid and opportunity information in one centralized location.
Track communication and follow-up activity alongside each opportunity.
Quickly access important project and customer details.
Keep notes, documents, contacts, and activities connected to the appropriate bid.
See upcoming follow-ups and know what needs attention next.
Track bidding activity and sales performance more easily.
Access opportunity information without jumping between multiple pages or systems.
For the team, one of the biggest benefits has simply been having everything they need in one place.
“I love that everything is all in one.”
Kailee Schminkey
Project Engineer, 360 Wall Systems
The Results
Since adopting Followup CRM, 360 Wall Systems has created a more organized and accessible process for managing its opportunities.
The team has seen:
Better organization across its bidding process.
Easier access to project and opportunity information.
More visibility into company numbers and growth.
Clearer reminders around when follow-up needs to happen.
A centralized place for communication and next steps.
An easier way for team members to navigate their opportunities.
Greater visibility into the jobs the company is winning.
Rather than searching across different places for information like an address, project manager, communication history, or next follow-up, team members can find what they need within the opportunity.
Making Follow-Up Easier to Remember
One of the original reasons 360 Wall Systems began exploring a CRM was to improve follow-up.
When bids are managed manually, keeping track of when each opportunity needs attention can become increasingly difficult—especially as the number of active opportunities grows.
Followup CRM gives the team a clearer way to see what needs to happen next.
Instead of relying solely on memory or manually checking a spreadsheet, follow-up activities are connected directly to opportunities, helping team members stay on top of their next steps.
“It’s a good reminder for a lot of the guys to keep on following up.”
Kailee Schminkey
Project Engineer, 360 Wall Systems
Bringing Everything Into One Place
Organization has been one of the biggest improvements for 360 Wall Systems.
Each opportunity serves as a central location for the information the team needs to manage the bid. Rather than jumping between different pages or searching for individual project details, users can quickly access the information associated with an opportunity.
That includes details such as communication, project contacts, addresses, follow-up activity, and other important information.
For a team managing multiple bids at once, that simplicity makes the system easier to use day to day.
Creating Better Visibility Into Growth
Followup CRM is also giving 360 Wall Systems a clearer view of its numbers.
With bidding and sales activity centralized, the team can more easily keep track of its pipeline and see the jobs it is winning.
That visibility can help create additional motivation across the team by making progress more tangible.
As one team member explained, seeing the company's numbers and growth could encourage the team to “keep on growing and, like, winning jobs.”
And winning the job is still the best part. “Personally, my favorite part is when we win a job and it’s like, ‘Yeah!’”-Kailee Schminkey, Project Engineer, 360 Wall Systems.
By replacing a loosely tracked spreadsheet process with a centralized CRM, 360 Wall Systems now has a simpler way to organize opportunities, stay on top of follow-up, and see the progress its team is making.
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