Supercharge Sales Pipeline: How Convex’s Intelligence Powered $42 Million in New Opportunities for Mechanical Contractors

Introduction

In today’s competitive commercial contracting world, it’s not just about lead volume – it’s about lead quality. For companies like Mechanical Services and Design (MSD) in Dayton, Ohio, Convex’s property intelligence has been a goldmine, delivering $42M in new sales pipeline in 18 months. 

This didn’t happen by accident – it was a targeted approach, precise data, and a four step system to connect with high value prospects.

Here’s how Convex’s property intelligence helped MSD accelerate revenue in four simple steps:

Step 1: Identify High-Value Prospects Using Property Data and Sales Intelligence

Imagine knowing which property owners and managers are most likely to buy your products and services without guessing.

This is one of the biggest challenges sales teams face today. According to Nick Davis, VP of Business Development at MSD, “sales reps were making 100 calls per week… and losing time they weren’t going to get back.”

Most sales outreach is based on guesswork- leading to “shots in the dark” (we’ve all received those emails) and potentially fruitless activities like drop-ins, which can waste time and resources.

Instead of guessing, Convex’s sales intelligence combines intent data and buying signals to show you which accounts are actively searching for what you offer. This allows you to reach the right decision-maker with the right message at the right time.

This represents a complete departure from traditional sales workflows, which often involve hours of prospect research and the use of multiple tools to gather contact information. Traditional methods typically rely on cold outreach through emails, calls, and in-person visits.

Instead, Convex offers detailed information on each property’s characteristics, permit history, measurement tools, and even aerial imagery so you can focus on the highest value prospects. Armed with this data you can prioritize leads that are actively searching for your services.

Case in Point: Mechanical Services and Design used this data to focus on specific property types that fit their ideal customer profile. By pinpointing high-value properties, they significantly boosted their conversion rates, eliminating time wasted on prospects that weren’t a good fit.

Step 2: Connect with Decision-Makers Directly

Property data is only half the story; reaching the right people at the right time is the other half. Convex’s Atlas platform gives you decision-maker contact details alongside powerful property filters, enabling you to skip gatekeepers and get direct access to the people who make the purchasing decisions.

Fewer cold calls and more meaningful conversations mean you get to a sale faster.

Through Atlas Property Intelligence, MSD’s team could build targeted lists based on factors like square footage, property type, and ownership status. Equipped with map-based visualization, satellite imaging, and street views, the team quickly assessed which properties aligned with their services. This data allowed them to reach on-site decision-makers by job title and connect through multiple channels—including LinkedIn—creating warmer, more informed conversations with the right people; moving these leads through the pipeline with ease.

Step 3: Cut Through the Noise with Messages that Resonate

One of the hardest parts of sales is figuring out exactly what to say to decision-makers to make a lasting impression.

Property owners and managers are inundated with sales outreach and frankly, most of it goes straight to “spam.”

Convex uses generative AI, trained on property intelligence, intent data and buying signals, and your company’s insights, to craft tailored messages that resonate with high-value prospects. This personalized messaging enables you to stand out, delivering relevant outreach that connects with decision-makers and keeps conversations moving forward.

And even if you don’t get an immediate response, you can easily set up automated reminders or add the lead to a nurture cadence in your CRM.

This eliminates the biggest waste of time in sales- figuring out what to say and how to say it.

Step 4: Prioritize Leads with Comprehensive Territory and Relationship Management Tools

Convex’s Atlas platform isn’t just about property intelligence; it’s designed to empower both sales reps and managers with visibility and control over their entire territory.

Before Convex, MSD relied on outdated methods like driving around or researching at local libraries (formerly the only place you could find business lists and county permit data), hoping to find suitable leads—a time-consuming process that often yielded limited information and left reps stuck at gatekeepers.

With Atlas, MSD completely transformed this process:

• Visibility for Sales Reps: For reps on the ground, Atlas provides a map-based visualization of their entire territory. They can instantly see high-priority properties and accounts organized by type—such as manufacturing plants, office buildings, or hospitals. This feature eliminates guesswork, letting reps know exactly where to focus their time and resources.
• Management Tools for Sales Leaders: Sales managers also gain full visibility into team activities and can actively support territory alignment and productivity. Through Atlas, managers can assign specific leads, download lists, and even attach dollar values to prioritize accounts, creating a clear roadmap for their team’s efforts. By visualizing revenue potential across territories, managers ensure their reps focus on the highest-value opportunities first.
• Real-World Impact for MSD: By aligning efforts and focusing on strategically prioritized leads, MSD achieved a streamlined, efficient process that drove $42 million in new sales pipeline in the 18 months after they implemented Atlas.

How Convex’s Intelligence Delivers Real Results

The results for Mechanical Services and Design with Convex’s property intelligence are clear: $42M (and counting) in new sales opportunities in 18 months. Through targeted prospecting, direct access to decision makers, automated follow up and strategic territory management they built a repeatable sales engine for growth.

Convex isn’t just about data; it’s about turning that data into action. The combination of visibility and insights gives your team the tools to focus on what matters most: building profitable relationships and increasing revenue.

For commercial contractors looking to grow, combining sales and property intelligence is the missing link that turns scattered data and potentially missed opportunities into a clear path to sales.

In Conclusion: Ready to Take the Next Step?

If you’re ready to unlock similar results, Schedule a demo of Convex today. Discover how intelligence tools built specifically for prospecting property owners and managers can streamline your sales efforts, optimize your outreach, and position you for lasting growth.