Webinars

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Upcoming Webinars

November 4, 2021

Followup CRM Q3 Product Update Overview Webinar

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November 4, 2021

Followup CRM Q3 Product Update Overview Webinar

Register Now

Free On-Demand Webinars

CompanyCam & Followup CRM Integration Webinar

Partner Integrations
Join Followup CRM and CompanyCam for a live webinar where we'll be sharing how this integration works. This integration allows you to create projects in either software that will automatically populate in the other, making it easy to keep track of job progress and updates as well as keep all your important documentation organized and in one place.
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How the Viewpoint Vista & Followup CRM Integration Works

Partner Integrations
In this on-demand webinar, Followup CRM's COO, Erick Vargas, teams up with the professionals over at Ryvit, and share how this partnership allows our users to build profitable relationships with our Viewpoint Vista integration.
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How To Build A Successful Sales Organization

How to's
Followup CRM's CEO & Founder, Gregg Wallick, shares some best practices around building a successful sales organization. Gregg has built some very successful sales teams and shares some of his secrets in this webinar.
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How the Followup CRM and Dataforma Integration Work

Partner Integrations
In this on-demand webinar, Followup CRM's COO, Erick Vargas, partners with Dataforma, an all-inclusive system for contractors, to share how this integration works.
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Contractor Round Table: How Best Roofing Increased their Closing Ratio by 50% Using Followup CRM

How to's
In this on-demand webinar, Followup CRM's COO, Erick Vargas, shares how you can instantly increase your closing ratio with Followup CRM. He uses Best Roofing as an example as they increased their closing ratio by 50% with our platform!
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Followup CRM Q3 Product Update Overview Webinar

Followup CRM Best Practices
Want to learn more about all the amazing new features we've rolled out in the last few months? Join us Thursday, November 4th at 12 PM ET for a Free Live Webinar where we'll share all the recent product updates we've added to our system, show you how they work, and answer any questions you may have.
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Reporting & Analytics Best Practices

Followup CRM Best Practices
Followup CRM's COO, Erick Vargas, shares some best practices around reporting and analytics. Followup CRM offers several tools for tracking insights and Erick shares how to best leverage these tools.
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New Features Overview Q&A

Followup CRM Best Practices
Followup CRM's COO, Erick Vargas, discusses all the new Followup CRM features that have been added to our system. He also hosts a Q&A with webinar attendees answering all questions about these updates.
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Ways to Leverage Followup CRM During Sales Meetings

How to's
Followup CRM Best Practices
In this on-demand webinar, Followup CRM’s COO, Erick Vargas, shares all the ways you can leverage Followup CRM during your sales meetings. Utilizing these features will help improve your weekly sales meetings and add structure.
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Designing a Proposal that Will Sell

Followup CRM Best Practices
How to's
Learn how to design a proposal that will sell by watching this on-demand webinar where, Followup CRM's COO, Erick Vargas, shares some best practices on how to design a proposal that will sell.
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How the Followup CRM and Zapier Integration Work

Partner Integrations
Followup CRM’s COO, Erick Vargas, shares how our latest integration with Zapier works. He demonstrates different ways to automate specific processes by creating personalized zaps to help save you time on daily tasks.
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Better Together. Discover How it Works

Partner Integrations
In this webinar, Followup CRM and Estimating Edge are teaming up to teach you about each platform. Learn how the integration of the two products makes your reporting, job tracking, and client management seamless.
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How To Build A Successful Sales Organization

How to's
Followup CRM's CEO & Founder, Gregg Wallick, shares some best practices around building a successful sales organization. Gregg has built some very successful sales teams and shares some of his secrets in this webinar.
Watch Now

Contractor Round Table: How Best Roofing Increased their Closing Ratio by 50% Using Followup CRM

How to's
In this on-demand webinar, Followup CRM's COO, Erick Vargas, shares how you can instantly increase your closing ratio with Followup CRM. He uses Best Roofing as an example as they increased their closing ratio by 50% with our platform!
Watch Now

How to Run a Successful Sales Meeting

How to's
In this webinar, Followup CRM's COO, Erick Vargas, helps you run more productive and efficient sales meetings that help people win more opportunities, win more contracts, and hit your revenue objectives while helping everyone make more money.
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How to Grow Your Construction Business

How to's
In this webinar, STACK and Followup CRM team up to teach you about each software. You’ll learn how the upcoming integration of the two products can help improve efficiency, visibility, and, in turn, win more business.
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Ways to Leverage Followup CRM During Sales Meetings

How to's
Followup CRM Best Practices
In this on-demand webinar, Followup CRM’s COO, Erick Vargas, shares all the ways you can leverage Followup CRM during your sales meetings. Utilizing these features will help improve your weekly sales meetings and add structure.
Watch Now