The Roofing Operating System Podcast: America’s Top-Rated Podcast for Roofing Software & Scalable Growth #16 – The Roofing CRM Changing the Game for Commercial Roofing Sales
Commercial roofing sales are complex—this CRM makes it simple.
In this episode of The Roofing Operating System Podcast, host Nick Peret (Founder of Better Boss) sits down with Erik Vargas, co-founder of Followup CRM, to break down exactly how top commercial roofing companies are scaling their sales teams, tracking KPIs, and closing bigger deals with more consistency.
From poor lead tracking to forgotten follow-ups and missed proposals, commercial contractors lose millions each year because their sales process lacks structure. This episode shows you how to fix that—using tools that simplify, automate, and clarify every stage of your sales pipeline.
💡 What You’ll Learn:✅ Why most commercial roofing sales systems break under pressure
✅ How Followup CRM centralizes data, tracks activity, and drives accountability
✅ The sales KPIs you must monitor to scale
✅ What separates high-performing sales reps from everyone else
✅ How to standardize proposals, prequalify leads, and systemize follow-up
✅ Why this CRM is rapidly becoming the go-to for large-scale roofing sales teams
00:00 The Problem With Most Commercial Roofing Sales Teams
00:16 Meet Erik Vargas – The Story Behind Followup CRM
03:34 Why Data Centralization = Sales Control
04:43 Metrics That Actually Matter in Commercial Roofing
07:26 Follow-Up Systems That Drive Conversions
14:49 Psychology of Sales + Consistency Over Charisma
18:33 Who Followup CRM Is Built For
20:04 How to Standardize a Sales Process That Scales
25:48 CRM for Luxury + Commercial Roofing
31:22 Handling Commercial Objections the Right Way
35:44 Connecting Estimating Tools With CRM
45:49 Creating a Better B2B Customer Experience
48:56 CRM to Project Management Handoff
51:57 Managing Vendors, Subs & Post-Sale Clarity
53:26 Final Lessons from Erik
Better Boss — The Operating System for Roofing Contractors Who Want to Lead Stronger, Sell Smarter, and Scale Without Stress.
🌐 Learn More About Followup CRM: 📅 Ready to Build a Commercial Roofing Sales Machine?Book your FREE Roofing Growth Audit and get a personalized sales system blueprint to increase close rates, standardize follow-up, and scale commercial deals.
👉 https://mybetterboss.ai/free-roofing-growth-audit
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💥 That’s a wrap on another episode of The Roofing Operating System™—America’s top-rated podcast for roofing software and scalable growth.
If today’s insights sparked just one idea to scale smarter or grow faster, imagine what a full strategy could do for your business.
👉 Head to mybetterboss.ai to access free tools, book a discovery call, or explore systems trusted by top roofing companies nationwide.
Don’t forget to follow the show, leave a 5-star review, and share it with another roofer ready to level up.
Until next time—build better, lead stronger, and scale like a boss.