Property Intelligence Software: Unlock New Growth with Data-Driven Insights

Introduction

As a commercial services owner, sales rep, or manager, you know the challenges of selling into properties all too well…

You may face databases full of outdated contacts, a CRM packed with dead-end “opportunities,” a pipeline that hasn’t been updated since dinosaurs walked the earth, and lead lists so stale they’re crunchy.

Sound familiar?

In today’s hyper-competitive market, old-school lead generation and prospecting just don’t cut it anymore. To hit your targets, you need a smarter way to land new business. Something that offers best-in-class data from multiple sources, regular updates, efficiency-focused tools, and seamless integrations with your existing systems.

That’s where property intelligence software comes in – it’s the go-to tool for top sales teams looking to 7x their ROI.

What Exactly is Property Intelligence?

In a nutshell, property intelligence software connects several types of data- primary intent data, buying signals, sales intelligence data, and property data into one intelligent solution to help you generate qualified leads faster and easier than ever.

But this isn’t just for real estate brokers. If your business sells into buildings – think HVAC, roofing, janitorial services, pest control, solar, or energy solutions – property intelligence is a game-changer.

Property intelligence software like Convex collects and analyzes detailed data and insights on commercial properties and the companies that occupy them, from the owners and tenants to the property managers and facilities personnel.

How Does Property Intelligence Software Work?

The best property intelligence solutions utilize artificial intelligence (AI) and machine learning algorithms to gather, organize, and analyze a vast amount of property-related data from various sources- internal and external.

External sources like public records, websites, blogs, listings, social media, and news articles provide data that is updated in real-time, and internal sources like your website, CRM, email platforms, and marketing automation platforms provide a comprehensive view of the decision-maker and target property.

The AI algorithms then analyze this data to identify buying signals, intent signals, and other important insights that can help you prioritize your prospects and tailor your messaging for maximum impact.

The AI can also perform lead scoring and outreach… but we’ll come back to that in a moment.

Benefits of Property Intelligence Software

So what’s in it for you? This is the big question for every commercial services business owner, sales manager, and rep.

The Power of Property Data

Imagine having instant access to key details on virtually every commercial property in your market – owner contact info, tenant rosters, lease terms, building specs, equipment details, and more. Property intelligence platforms integrate this valuable data into your prospecting workflows so you can:

• Efficiently build hyper-targeted lead lists and outbound lead generation campaigns
• Identify buildings with the highest interest in buying your products (OR) services
• Use Generative AI to craft personalized outreach messages
• Visualize your total addressable market and prioritize accounts
• Benchmark property/portfolio performance to spot opportunities
• Route mapping and planning for efficient fieldwork and drop-ins.

Sales teams can finally ditch the guesswork and take a scientific approach to growing the sales pipeline. No more outdated contacts and complex lead databases. No more chasing after the wrong prospects or getting stonewalled by gatekeepers.

Property intelligence software offers a clear view of where to focus your energy to maximize revenue… but does it streamline your lead generation and sales workflow?

Transforming the Sales Process

Absolutely. Traditionally, commercial services firms relied on a combination of cold calling, door knocking, and purchasing third-party lead lists to drum up new business.

But these tactics are time-consuming, costly, and often lead to frustrating dead-ends.

Property intelligence software enables a radically different “go-to-market motion.” By putting rich property insights at reps’ fingertips, they can zero in on the best opportunities from the start:

Prioritize high-value targets: Analyze a building’s age, size, equipment, and estimated maintenance spend to predict its likelihood of buying. Focus your outreach on properties that match your ideal customer profile.

Personalize your pitch: Reference the specific equipment, renovation history, and estimated maintenance costs of each property to demonstrate your expertise and value prop. No more generic elevator pitches.

Expand existing accounts: Cross-reference your customer base against a database of properties to identify which other buildings they own or occupy. The easiest sale is an add-on to an existing happy client.

Optimize sales territories: Visualize property data on a map to create balanced territories and route plans. Ensure reps are spending their time in the field as efficiently as possible.

By taking a data-driven approach to prospecting, reps can connect with the right decision-makers faster, which means less time for grinding and more time for actually selling.

Streamlining Sales with Convex

Let’s check out a real-world example to see just how efficient this can be, using Convex as our example (since we’re Convex, we can easily show you how it all works):

1. Pinpoint the accounts, job titles, or property that aligns with your offerings—this could be anything from a property manager to a hospital or generators to solar systems
2. Check the Lead Scores to see who’s primed to buy
3. Use Generative AI trained on their buying signals to send a personalized message to the decision maker in just two clicks.
4. Add them to an automated nurture sequence or create a follow-up reminder.

And you’re done. It really is that simple.

In short, Convex is your “one-stop-shop” for commercial services crews looking to amplify lead generation and sales without all of the hassle and complexity.

Our solution provides comprehensive property intelligence data, like permit history and tenant info, plus contact details for the decision-makers.

We’ve incorporated intent data and “buying signals” to indicate how likely a lead is to make a purchase, as well as Generative AI tools to assist with outreach. We also include “data enrichment,” which updates details to keep your lead database and CRM accurate. This saves you time and effort while boosting the quality of your leads.

Plus, Convex is rated 4.7/5 on Capterra, so you know it’s a product you can trust.

Choosing the Right Platform Property Intelligence Solution

Since there are quite a few platforms out there, it’s important to do your research and select the right property intelligence solution for your business. As you explore property intelligence tools, here are some key features and capabilities to look for:

• Data accuracy: Make sure the platform has a strong track record of accurate data and regularly updates its database.
• Ease of use: Look for a user-friendly interface that makes it easy for sales reps to access and utilize the data effectively.
• Integrations: Check if the platform integrates with your current CRM or lead management system for seamless integration into your existing workflow.
• Features: Depending on your specific needs, look for features like lead scoring, Generative AI tools, route mapping, and automated nurture campaigns.
• Reputation: Read reviews and as

Comprehensive property data: Go beyond basic building and owner information to also get insights on equipment, renovations, maintenance history, permitting, and more. This will ensure your team has everything they need to find the right people.

Intuitive prospecting tools: The best property intelligence software makes it easy to dynamically search, filter, and analyze data points to build laser-focused lists—bonus points for map-based visualizations like Convex.

These map visualizations work like the maps app on your phone, offering detailed route planning options and aerial imagery.

Actionable insights: Dashboards should proactively surface emerging opportunities and at-risk accounts in your territory. Actionable insights could be anything from new ownership, tenants, or management, lead scores increasing, or buying signals changing. These will all add if/then responses that you can build into your sales workflow.

CRM integration: Property intelligence is most powerful when married with your existing opportunity data. A two-way sync with Salesforce or another CRM is a must to streamline prospecting.

While there are a number of players in the space, one platform consistently rises to the top for commercial services sales teams: Atlas. Built from the ground up for the commercial market, Atlas offers unrivaled data accuracy, coverage, and depth. Plus, it’s the only platform purpose-built for sales and marketing use cases.

The Atlas Advantage

So what sets Convex’s Atlas apart? First and foremost, the data. Atlas has compiled 200+ unique data points on over 50 million commercial properties nationwide. From ownership and tenancy to equipment and maintenance history, you’d be hard-pressed to find a more comprehensive dataset.

But Atlas goes beyond raw data to derive powerful predictive insights. Its proprietary “Fit Score” analyzes hundreds of unique building attributes to predict a property’s likelihood to buy a specific product or service. This means that reps can quickly prioritize high-potential targets and personalize their outreach.

Atlas is also the only platform that has a true two-way sync with Salesforce. Not only can you export property and contact records to enrich your CRM, but you can also view Atlas insights like Fit Scores directly within Salesforce. The result is a seamless prospecting experience that eliminates manual data entry and tab-switching. But, perhaps most impactful is the measurable ROI Atlas delivers. Customers consistently achieve:

• 300% more high-quality leads added to the pipeline
• 28% higher win rates
• 7x ROI in year one

For sales leaders, that translates to more pipeline, more closed-won deals, and most importantly – crushing your quota.

Bringing It All Together

Unlocking Actionable Insights and Scaling Your Business

Property intelligence software goes beyond just providing raw data – it unlocks actionable insights that can transform your business operations and enables you to harness the power of location data to scale your business.

Sales professionals need every advantage to hit their numbers in today’s fiercely competitive market. Property intelligence arms your team with the data-driven insights they need to prospect smarter and close more deals.

While there are multiple platforms to choose from, Atlas rises above the rest with unparalleled data accuracy, coverage, and depth. Plus, it’s the only solution purpose-built for the unique needs of commercial services sales teams.

Schedule a demo of Convex to discover how our comprehensive suite of lead generation software sales intelligence tools can revolutionize your sales process, save time, and drive more qualified sales leads to your business.