Sales Management Software for Commercial Services

In today’s fast-paced world, it’s easy to miss things. Small details can be the difference between closing a deal and losing it. Often, the difference between the two comes down to your visibility into your territory, prospects, and sales team.

Imagine being able to equip your team with a detailed map of their territory that includes precise intent data, a clear path to sales opportunities, and an easy way to send personalized messages to potential customers based on the products and services they’re actively trying to purchase.

Then, integrating those data points into a dashboard that gives sales managers and business owners total visibility into their sales team’s outreach, communication, and performance.

The sales management software that does this is called Convex.

Combining buying signals, sales intelligence, property intelligence, territory management, and Generative AI tools, Convex gives sales managers and reps the visibility they need to stop guessing and closing deals.

What is a Sales Management System?

Sales management tools are platforms that give visibility across the entire sales cycle from prospect to revenue. These tools enable sales leaders to better manage sales teams by organizing and coordinating their people toward achieving company goals and objectives.

To be effective, sales leaders need tools that not only offer visibility into the sales process but also streamline operations, reduce admin work, and allow for easy task assignment and lead prioritization. This means a strong sales management solution, such as a sales CRM, needs to centralize data for the manager to enhance team efficiency.

How Convex Enhances Sales and Territory Visibility

Convex was designed specifically to simplify and enhance every step of the sales process. Built for commercial services sales teams, one of its greatest strengths is the ability to provide total visibility into your territory, prospects, sales pipeline, and team activities through advanced sales management systems, giving sales leaders and reps the tools they need to focus on what matters most: serving customers and closing deals.

Best-in-Class Data and Analytics

One of the most critical factors in any successful sales process is the ability to make informed, data-driven decisions. Sales forecasting is essential for understanding whether sales teams are on track to meet their targets and assessing the health of the sales pipeline. Convex collects intent data, buying signals, and analytics on a sales rep’s entire territory to provide what we call “signal strength” in our platform. Signal strength represents the likelihood of a deal closing by tracking the level of interest in potential customers.

This level of data, reporting and analytics give both managers and reps an accurate, up-to-date view of their marketplace and sales reps performance.

• These insights help managers quickly adjust team strategies, monitor individual rep performance, and identify areas where additional training or support may be needed.
• For reps, the analytics tools provide instant feedback on their outreach, market, and sales activities, helping them refine their approach and stay focused on closing deals.

Sales Intelligence

Convex is centered on sales intelligence. Sales intelligence takes buying signals, intent data, and customer data to the next level by adding contact and account data. This is called “firmographic data” (or company details), and it shows sales reps exactly who to contact.

Property Intelligence

Convex’s property intelligence software is a game-changer for sales teams. Known as Atlas, our tools gather data on more than 5.9 Million properties across the United States and integrate those insights into a detailed map interface. 

By doing this, reps gain valuable insights into their target properties. This includes key metrics like property size, permit history, usage, and tenant information—all of which help reps better understand potential customers and their needs.

With this level of intelligence, reps can prioritize properties that are most likely to require their services and tailor their outreach accordingly. This enables sales teams to spend more time on high-value leads and less time chasing dead ends.

But this map interface also offers an added benefit—sales route mapping. Outside sales and field teams can use Convex to map out their routes and manage appointments, giving them more time to focus on selling.

Territory Management

Managing territories efficiently can make or break a sales team’s performance. Convex’s territory management tools allow a sales manager to assign properties, accounts, or even full territories precisely. Reps can see their entire territory at a glance, complete with important data points that help them identify key opportunities.

What’s more, Convex enables managers to track rep performance, allowing them to adjust strategies quickly if needed. Reps can also optimize their travel routes to reduce downtime between meetings, allowing them to cover more ground and engage with more prospects in less time.

Generative AI for Personalized Messaging

Reaching potential customers with personalized messaging is critical to sales success. But, crafting individual messages for each prospect takes a significant amount of time and effort. That’s where Generative AI comes in.

Convex’s Engage tools generate highly-personalized messages based on data gathered from your target audience, allowing reps to reach out to leads at scale without sacrificing the personal touch that helps close deals.

The AI also constantly learns and adapts based on customer responses, improving its effectiveness over time. This means sales teams can continuously refine their approach to outreach and

Lead Prioritization and Sales Automation

Sales reps often struggle with one of the biggest challenges in sales—knowing which leads to prioritize. Convex makes this process seamless by integrating lead management and buyer intent data through its Signal tool. This tool analyzes a variety of signals to identify which leads are actively in the market for specific services.

This means that reps no longer have to guess when reaching out to prospects. Instead, they can focus their efforts on leads that are most likely to convert while automating routine tasks like follow-ups and email reminders.

The result? More efficient reps who spend more time selling and less time on administrative work. In fact, it’s so simple: in the time it took you to read these last couple of sections, your sales reps could’ve found a new account and made initial contact with them.

Case Study: How Convex Helped Comfort Systems Double their Business

Comfort Systems was already a multi-million dollar business when they found Convex. However, they were struggling with outdated sales processes that required extensive manual effort and were hindering their growth potential.

Newly hired sales reps required 6 to 9 months to fully ramp up, and even then, they spent two full days each week on prospecting and lead research to keep their pipeline filled.

After integrating Convex into its sales process, Comfort Systems saw immediate improvements. Convex’s platform allowed their team to quickly identify key buyers in their market and conduct targeted property searches. This dramatically reduced the time spent on manual prospecting, saving hundreds of hours and improving overall pipeline efficiency.

As a result, new hires now hit performance goals in just 2 to 3 months—down from the original 6 to 9 months. Even more impressively, Comfort Systems doubled their sales, making Convex an essential part of their growth strategy.

For more details, you can check the full case study here.

Conclusion: Stop Guessing, Start Closing Deals

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In today’s fast-paced sales world, success depends on having complete visibility into your pipeline, territories, and team performance.

Convex provides the tools that commercial services teams need to not only stay ahead but to win. With its powerful combination of sales and property intelligence, territory management, lead prioritization, and analytics, our solution takes the guesswork out of sales, allowing teams to focus on what matters most—closing deals.

By equipping sales managers and reps with the insights they need to optimize every part of their process and continuously adapt their sales strategy to meet client needs, Convex helps you target the right opportunities and turn prospects into revenue faster.

Ready to elevate your sales game?

Schedule a demo of Convex today and see how our system will help you achieve those goals and drive lasting growth.