Property Intelligence for HVAC: Boost Sales with Equipment Data and Map Views

Introduction

HVAC sales processes jumped from the Stone Age into the 21st century when property intelligence, equipment data, and map views converged.

Sales reps no longer need to waste half a day researching permit data and building sizes using city and county records, switching to Google Earth to get roof-top views and guess at equipment, or pounding the pavement to locate decision-makers at commercial properties.

That all changed.

Today, this entire process happens in just minutes with one tool.

Before we dive in, if you’re unfamiliar with property intelligence, for years, commercial real estate market professionals—realtors, brokers, investors, and lenders—used these platforms to identify properties for sale, run local “comps,” and view spaces available for lease.

Today, modern intelligence tools have transformed HVAC sales. HVAC and mechanical companies can now view the permit history, basic equipment data, and aerial imagery and gather contact data on nearly 6 million commercial properties across the U.S. These tools help sales teams find warm leads and optimize strategies with insights into trends in a property’s HVAC systems.

In this article, we’ll explore how you can accelerate sales using Convex’s property intelligence and analytics software.

Unlocking HVAC Sales and Service Opportunities

Using Convex’s property intelligence, HVAC contractors can easily identify top opportunities for sales, service, and maintenance. For a salesperson, finding an account to prospect takes 3- 5 minutes:

1. Log in to Convex and check the “Signals” category (our proprietary buyer intent data) to see who’s in your market, actively searching for your products and services, and even ready to buy.
2. Then, search for any commercial property type, even multiple types, and access contact information, job titles, account names, property addresses, or even permit histories for equipment that best fits your products and services.
3. With just two clicks, you can use Generative AI trained on their account and contact details, equipment data, and buying signals to send them a personalized email or draft a script for a phone call.
4. Once you’ve sent the message, set up an automated follow-up (or) reminder or add them to your sales pipeline.
5. When they respond, you can use aerial imagery, permit history, and map views to draft proposals and plan your sales route.

It’s that simple.

Now that you see how it works, let’s talk about the two features we’ll cover today- map views and aerial imagery of equipment.

• Map View: Map view gives sales teams a useful way to check out commercial properties from above and from the street level. It not only helps them visualize the property but also lets them map out potential clients across different spots in a territory. This makes it easier to target properties that might need HVAC services. Whether you’re identifying buildings that need system upgrades or regular maintenance, this tool gives you the insights you need to make smart sales decisions.
• Aerial Imagery of Equipment and Equipment Data: Convex offers aerial views of nearly six million commercial properties across the United States so commercial HVAC contractors can find prospective customers. With built-in permit history and the ability to add custom fields for install base mapping, warranty, and contract data, Convex equips sales teams with the data necessary to spot HVAC and mechanical assets nearing the end of their lifecycle and time sales outreach with the needs of a potential client.

This simplifies and shortens the sales cycle and helps your team identify opportunities in their market.

The Importance of Equipment Asset Data in HVAC Sales

Equipment asset data and analysis is a game-changer for HVAC contractors looking to increase their sales. According to sales intelligence firms like LinkedIn, the first salesperson to spot a potential customer’s needs and reach out with a personalized message has an 80% higher chance of closing the deal. That’s right, 80%! The second person has only a 10% chance, and the odds of closing the deal drop off steeply after that.

Imagine being able to offer clients tailored solutions based on specifics like serial numbers, equipment age, or upcoming maintenance schedules. With this level of visibility, HVAC contractors can time their outreach perfectly, approaching clients when they’re most likely to need repairs, replacements, or upgrades.

Now this takes a bit of data gathering, but it’s just one way that Convex can accelerate sales for your team.

If you’re an authorized dealer/ installer of commercial HVAC systems from Trane and other mainstream mechanical systems manufacturers, you may have access to install base data that tracks local systems in your market. This information can be integrated with Convex to provide additional visibility into your territory and open opportunities for sales conversations with decision-makers.

You can include equipment asset data, warranty information, contracts and even things like unit serial numbers in custom fields.

Using this data, you could approach a building owner or facilities manager whose HVAC system is nearing its warranty’s end. Instead of waiting for the system to fail, your sales team and contractors can recommend preventive measures, ensuring clients avoid costly breakdowns.

These tools can also help you plan upsells and cross-sells, which increase each customer’s lifetime value (LTV) (which is a topic for another time!).

Leveraging Map View for HVAC Sales Success

Convex’s primary tool, Altas, takes sales prospecting to a whole new level. HVAC sales teams can use Atlas’ Map View to search for certain types of properties, owners, and management groups or even map out efficient routes to current and prospective customers.

Map views allow you to use aerial imagery to zoom in on roof-tops and assess HVAC equipment conditions, take measurements, view square footage data, and look at the tenants in the building to understand what types of specialty needs they may have.

This makes it easy for sales reps to visualize prospects geographically and enables them to prioritize their sales outreach based on everything from efficient sales routes to opportunities based on the highest sales potential.

By cross-referencing property data and intelligence with equipment asset data, contractors can identify which buildings are ripe for upgrades or need immediate repairs.

Map view also helps streamline workflows and sales operations by reducing the time spent on lead research and driving and fleet costs, which boost overall sales performance and efficiency.

Enhancing HVAC Sales Strategies with Convex’s Property Intelligence Tools

With Convex’s Map View and equipment asset data integrations, HVAC contractors can create sales strategies that really work! These tools give HVAC teams a complete picture of what potential leads need—whether it’s upselling services, suggesting preventive maintenance, or offering energy-efficient upgrades.

This approach positions salespeople as consultants rather than just product pushers. Plus, by focusing on areas where HVAC services are in high demand, sales teams can boost their productivity and target the opportunities and markets that are most likely to convert.

Conclusion

Want to stay ahead in the HVAC industry? Then you definitely need the right tools!

Here at Convex, we’re obviously a bit biased about our solutions. They were created specifically with commercial services salespeople in mind and, we believe, offer the best all-in-one platform for finding and closing deals with property owners and managers.

That said, whether you choose our tools or not, you need a platform that gives you an edge over the competition. With the right tools, you can outshine competitors by spotting potential clients early, getting to know their needs, and offering personalized solutions that use data to “hit the mark.”

Ready to see how map views in Altas and equipment asset data can boost your sales team’s performance?

Schedule a demo today to unlock the full sales potential of your HVAC business.