A Closer Look: Summer Release Field Notes

Find and Engage High-Value Accounts, In Seconds 

At Convex, we provide data, insights, and applications specifically designed to accelerate revenue growth for service providers in the business of commercial buildings. Our Commercial Services Platform enables sales and marketing teams to more impactfully plan go-to-market strategies, target key segments, and engage prospects. With this Summer Release, we’re providing more ways to identify high-value company sites, seamlessly connect with decision makers, and prospect on the go.

Here’s What’s on the Truck This Summer

Atlas makes prospecting a breeze this summer with some “sun-sastional” new features! Selling into buildings and accounts got a lot easier with new functionality that lets revenue teams:

  • Craft professional and personalized emails with artificial intelligence (AI)
  • Uncover company sites and decision makers across markets
  • Target properties and people, from anywhere

We’ll take a deeper look into all of the new features included in our Convex Summer Release below.

Engage Leads, Faster than Ever, with a Professional Look and Feel

Engage Premium (Available today, additional purchase required)
With the click of a button, commercial service sellers draft emails using generative AI

We’re delivering a major upgrade to our Engage offering, with a match made in heaven: Email, meet Generative Artificial Intelligence. This powerful email capability writes personalized prospecting emails in seconds and helps teams engage prospects with polished content. No more typos or hours sweating over a keyboard, just review your email before hitting send. Find a new lead and repeat.

Create professional emails designed specifically for commercial service businesses

After you provide basic information about yourself, Convex AI analyzes information about the company, property, and contact to draft an email in seconds. By leveraging the information in the Convex Data Lake, commercial services sellers get an email draft that is tailored to their target company, property, and contact. Sellers no longer need to waste hours writing introductory emails from scratch.

To maintain our customer’s privacy, your information will not be used to train third-party models. Only customers who have subscribed to our Engage Premium offering will have access to Convex AI Email. Reach out to your sales or customer success representative for access to this game-changing feature.

Add Email signatures to any outgoing email

For all of our Engage users, we’ve made some improvements. Sellers can add email signatures to any outbound communication: share your contact information with a branded, professional look!

Connect with contacts in-a-click, wherever you find them

We’ve also added more options to connect with contacts and save them. These updates help reps more easily connect with property decision makers, record outreach activities, and save high-value leads.

Target Accounts and Capture Company Sites

Company Search (Available today, additional purchase required)
Search for companies based on key criteria and win an account building by building

We’ve updated our Company Search feature to better help customers home in on their ideal companies, sites, and contacts. With Company Search, sales and marketing teams easily identify ideal businesses by name, location count, employees, revenue, and more. Commercial service sellers seamlessly target companies with a national footprint or drill down into individual sites at a local level. This powerful feature lets users:

  • Identify companies within a target account profile
  • Find company sites and uncover a company’s physical footprint
  • Zero in on specific company site details
  • Reach decision makers onsite or at headquarters
  • Connect with leads using relevant company and site insights

This powerful functionality becomes exponentially more valuable, when customers import or integrate their customer and account information into Atlas. Imagine seeing all of your customer sites and targeting all of the account gaps. Impossible?! Look no further.

This product is available for purchase today. Please reach out to your sales or support representative for more details.

Boost Your Prospecting on the Road

Atlas Mobile (Available Today)
Identify people and target properties with Atlas Mobile, from the palm of your hand

This summer we’re helping field service sellers sweat less and sell more with some updates to our Atas Mobile application. These new features empower our mobile users to:

  • Identify properties where building decision makers work
  • Discover contacts from anywhere with People Search functionality
  • Prospect in more markets from your phone, with region switching capabilities

With these mission-critical updates, teams experience less downtime in the field and improve their route density. To download our mobile application for iPhone, scan the QR code below or find it in the App Store.

Scan the QR code to download Atlas Mobile for iPhone

We hope you’re excited to start taking advantage of all the products and features in this Summer Release! If you’d like to talk with an expert about our solutions, schedule a demo or reach out to your customer success manager.

Seeing Is Believing

If you’d like to learn more about us or see these new features in action, sign up for our webinar on Generative AI and the Convex Summer Release ‘23, on Wednesday, September 20th at 11am PT / 2pm ET.

Originally published on August 29, 2023 Updated on September 19, 2023

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