Erick Vargas

COO
“Here’s an insightful quote from the team member that is worth isolating for emphasis.”

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Blog Posts

How to Set a Sales Compensation Plan

When designing a compensation plan, we want something that is a win-win and works for both the company and the employee. We also want the compensation plan to drive the sales team’s behaviors and their goals so that they’re motivated, and it’s used as a tool to help everyone make money.

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Six Common Mistakes People Make When Designing a Sales Compensation Plan

Setting a sales compensation plan is important when it comes to motivation, longevity of an employee, and the behavior of your staff. In this blog, we share some tips on how to best set a sales compensation plan that works best for your construction company.

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How to Run a Successful Sales Meeting Using Followup CRM

In this 3-part video series, we share some helpful insights on how to run a successful sales meeting. I'll even be sharing clips from a live sales meeting held by one of our top clients, Best Roofing.

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How Fischer Roofing Got Organized Fast with Followup CRM

One of the first steps in growing your construction company is getting organized. Organization is a constant process in a growing organization. Followup CRM is a great tool to help you get organized fast by tracking all of your leads, bids, clients, documents, photos, and everything related to a job in one spot. In this blog, we're going to share how Fisher Roofing got organized fast with Followup CRM.

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How the Followup CRM Onboarding Process Works

One of the biggest concerns when investing in a new software for your construction company is how long it will take to get set up. In this post, we are going to discuss how the Followup CRM onboarding process works so, rest assured, you can get set up quickly and efficiently as soon as you sign that dotted line.

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How 1st Choice Roofing Grew Margin 10% in One Month with Followup CRM

A few years ago, our client, 1st Choice Roofing, was having trouble with the number of leads they were getting. Prior to Followup, 1st Choice Roofing was using Excel spreadsheets and Word documents to keep track of all of their prospects.

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Six Reasons Why Your Construction CRM Implementation May Fail

Proper CRM implementation is crucial for your construction company’s success. Without proper onboarding, there will be many challenges with adopting to a new system, making it difficult to leverage a CRM to its full potential. There are several reasons why some construction CRM implemenations fail, which we’ll cover in this blog.

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How Salespeople Use Followup CRM Every Day

It’s important to understand and see if it’s comprehensive and easily adaptable so that your team gets the most value out of the system. In this blog, we're going to discuss how salespeople use Followup CRM every day to track their leads, bids and clients.

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Five Reasons You Won’t Invest in a Construction CRM, But Should

Companies that are not leveraging a CRM today might have some hesitations for a couple of different reasons. Here are some of the most common reasons companies are hesitant to invest in a CRM, but should

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How to Hold Your Sales Team Accountable with Followup CRM

One of the toughest parts about running a construction business is holding your sales team accountable. For many companies, there’s a lack of structure and everyone is doing their own thing with no set process. Then, when the company has a bad month or a top salesperson leaves, leadership wakes up to see that they need a way to hold their team accountable. Here are 6 ways Followup CRM can help you hold your team accountable.

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7 Ways to Grow Your Commercial Roofing Business

For many roofing professionals, word-of-mouth is an incredibly powerful marketing tool. To encourage positive feedback from your existing customers, work on developing an ongoing relationship with them. You can accomplish this by following up with clients 6-12 months after you’ve completed a roof. Make sure they’re happy and if they’re not, try to figure out a way to make sure they are!

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12 Ways to Get Referrals for Your Roofing Business

When you install a product that lasts 15 years or longer, you absolutely need a solid plan for generating referrals. It’s not enough to hope that the homeowner will suggest your services to a family member, friend, or neighbor. Rather, you need a targeted strategy that helps you get roofing referrals to keep the production schedule full. Learn pro tips for generating referrals for your roofing replacement business.

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Tips for Managing a Remote Team of Contractors

In the wake of the global pandemic, many people fortunate enough to maintain their employment will be working from home. Managing remote teams requires a different skill set than managing direct reports in an office setting.

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Tips for Estimating Construction Costs

Construction estimates are used to get a general idea about the approximate project cost to complete. Here, the contractor gathers information from specs and quotes to determines how much labor and raw material to estimate the project.

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6 Ways to Make Sure Your Leads Don’t Fall Through the Cracks

At many companies, sales leads fall through the cracks – whether it’s poor organization or bad follow-up, there are many sales leads that never result in a sale, and it’s often because the sales team or the company management isn’t doing a good enough job of managing sales leads.Here are a few key reasons why sales leads tend to fall through the cracks:

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Organize Your Sales Process with the Right Roofing Software

A successful roofing company starts with your sales process. When it comes to growing your construction business and increasing retention, it is crucial to ensure you have a solid sales process inline. Organization and consistency are key to closing more deals.

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Tips for Choosing the Right Roofing Software for Your Commercial Business

Understanding the things that you want to help improve and streamline your current process is going to help with choosing the right roofing software.Here are some Tips for Choosing the Right Roofing Software for Your Commercial Business:

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6 Ways a CRM Can Help Grow Your Commercial Construction Business

One of the best ways to keep up with the trends and grow your commercial business is by investing in a construction CRM. An easy to use CRM, such as Followup, is extremely useful for keeping track of all your leads and projects, nurturing contacts, organizing data, tracking results and analytics, and so much more. Here are 6 ways a CRM can help grow your commercial construction business:

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Followup CRM’s New Project Management Tool Overview

At Followup CRM, we recognize the importance of constantly improving our platform so we can help our users succeed and receive the best user experience possible. We’re excited to announce that we launched a new project management feature to Followup CRM that will allow users to stay on track, keep organized, and thoroughly monitor their progress for each and every project.

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Followup CRM’s New Proposal Generator Overview

At Followup CRM, we recognize the importance of constantly improving our platform so we can help our users succeed and receive the best user experience possible. We’re excited to announce that we launched a new feature to Followup CRM that allows users to create customized proposals. This feature is easy to use, completely personalized, and allows you to send the proposals directly to the desired contact right from the Followup CRM platform.

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Estimating Edge and Followup CRM Announces Integration

Estimating Edge, a trusted provider of professional estimating and takeoff software and Followup CRM, a powerful CRM software designed for the construction industry, announced the integration between their software tools.

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Followup CRM and Foundation Software Announces Integration

Foundation, a trusted construction accounting software and FollowupCRM, a powerful CRM software designed for the construction industry, announcedthe integration between their software tools.

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6 Factors to Consider When Looking For a Construction CRM

A thorough, comprehensive CRM strategy is key to keeping your sales pipeline healthy, and key to winning more work to grow your business and building that healthy backlog of projects.

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Followup CRM Helps The Roofing Industry During The COVID-19 Crisis

Followup CRM announces starting today, March 17th, for the month of March and April, we are waiving our setup fee 100% and giving away our virtual 1:1 onboarding ($3500) for free for anyone looking to make this shift.

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Key Features a Construction CRM Should Have

What are some of the key features that any good construction CRM software should include? Here's a closer look at the features you should be looking for to take your construction business to the next level:

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The Ultimate CRM Guide For Construction Companies

In the past, you would not need any digital technology to successfully run a construction company. All that was required, included the equipment and tools necessary to construct a bridge or a building. However, over the years, that has changed significantly.

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Sage 100 Integration

As 2020 is about to begin, contractors in the construction industry are reaching new heights in the business world, by improving their customer relationships and sales. To do this, they often rely on a combination of robust tools such as the Followup CRM and Sage 100 ERP. As you will reach further in this article, there are plenty of benefits and use cases of Sage 100 integration with Followup CRM. However, before we list them down, let us take a brief look at both of these tools.

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Buildertrend Alternative

Today, nearly 1/3rd of the organizational productivity gap due to a lack of ineffective customer relationships. This is an area in which the construction and engineering companies specifically lag. According to Roland Berger, the marketing and sales team in construction companies need a lot to gain.

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Tom Truelson - 1st Choice Roofing Transformation

Tom Truelson - 1st Choice Roofing Transformation

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Salesforce Alternative For Construction

The other aspects in which Followup CRM takes a lead include some useful extra features, special integrations, intuitive dashboard, better user experience, and a higher number of features. This makes it the best Salesforce alternative for construction out there!

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ComputerEase Integration

ComputerEase CRM integration with Followup CRM can yield a wide array of benefits. Among these, the above-mentioned benefits are the most notable ones. Nevertheless, the applications of such an integration can be endless. All in all, it can help businesses in streamlining a big number of operations. Ultimately, this shall lead to increased revenue.

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Foundation Construction Accounting Software Integration

Accounting is one of the most critical elements for all types of businesses. Hence, business organizations often rely on accounting tools to manage the flow of cash effectively. All in all, these tools aid in determining the overall financial health of a business.

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The Estimating edge integration

Today, businesses make use of various software tools to streamline their ever-increasing list of operations. On the surface, it might seem like the use of separate systems is quite manageable and effective. Yet on the inside, most of the businesses that employ separate systems struggle to maintain steady growth. This is primarily because separate software solutions often result in process bottlenecks. As a result of this, the overall productivity of the company reduces significantly.

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Cosential Alternative: Here’s What You Should Know.

Do I want something simple or something thatcan handle my company’s growth in the next few years?” If the answer is yes, then choose one that sees you through the growth of your business. They say that CRM software is onlyas good as its user, but in the case of Followup CRM, you can see how it is able to address the specific needs of a contracting business. Aside from those specific needs,speed, affordability, usability, and excellent customer support are vital, and you can get allthat from Folowup CRM.

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Introducing the new Quicksmart brand

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The journey from prototype to product

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