The Best Property Intelligence Tools for B2B: A Guide for Commercial Services Sales Teams

Sales Software

Introduction

Commercial services sales reps face huge challenges selling in today’s competitive market. The most common is generating qualified leads.

Selling into properties means dealing with property managers and facilities personnel who have a million things on their plate and aren’t looking to “be sold.”

How do you get their attention? Show them you can solve their problem. And stand out from the competition who’s also “knocking at their door.”

It’s not for the faint of heart!

Luckily, today’s modern property intelligence tools can give you a competitive edge. Now, you may be thinking, “Property intelligence, isn’t that what realtors and investors use to buy and sell property?” And that’s certainly what many property solutions are known for…

But what we’re talking about today is a powerful tool that can offer you insight into your business’s best prospects. It can show you who’s looking for your products and services, who’s ready to buy, who’s most likely to turn into a deal, and even what to say to them…

Business development representatives and sales development representatives can greatly benefit from these tools. Property intelligence tools enhance their ability to research, manage, and prioritize prospects efficiently, streamlining the lead generation and qualification processes.

In this article, we will talk about the best property intelligence tools for your sales team. So if you sell into buildings, property managers, or facilities personnel and you want to close more deals faster – you’re in the right place.

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What is Property Intelligence, Anyway?

Property intelligence tools are exactly what the term would imply; “offering insights into properties.” These insights could be details about the property itself (e.g., building square footage, equipment, permit data, etc.), or they could be about the owner, management, tenant, or occupant (e.g., contact information, firmographic data (company data), sales intelligence data, or intent data and buying signals.) These tools also provide verified contact data, which is crucial for driving data-driven decisions and improving sales execution.

For commercial services sales teams, it’s like having a crystal ball that lets you see who needs your services when they’ll need them, and how to get in front of them with the right message. With that kind of knowledge, you can tailor your pitch and your services to fit their needs like a glove.

Property intelligence tools often overlap with customer relationship management systems, helping manage sales pipelines and aggregate client data to enhance sales strategies.

But remember, property intelligence isn’t just about the building itself. It’s also about the people who own, manage, and make buying decisions. And that’s where the magic happens.

Sales Presentation

The Benefits of Property Intelligence for Sales and Marketing

Imagine being able to walk into a meeting with a property manager and casually mention that you noticed their HVAC system is reaching the end of its lifespan based on the model and install date. Or being able to send a super personalized outreach email that speaks directly to the unique challenges of their specific building.

That’s the power of property intelligence. Like the crystal ball analogy, it lets you see what’s going on so you can be more targeted, more relevant, and more valuable to your prospects and customers. Automated sales intelligence helps build targeted customer lists and streamline research and qualification processes. And that translates into some serious benefits for your business:

  1. You can identify the hottest leads based on things like property size, age, and equipment and focus your efforts where they’ll have the biggest impact. No more wasting time on tire-kickers!
  2. You can craft messaging and offers that speak directly to each property’s needs and pain points—no more generic pitches!
  3. You can shorten your sales cycles by having more meaningful conversations and demonstrating your value right away. After all, time is money.
  4. You can even use property data to predict when a building might need your services in the future, schedule outreach, create nurture cadences, and reach out proactively.

Sales intelligence solutions provide insights that optimize sales strategies and drive revenue growth.

All of this combined gives you the ability to be a trusted advisor to your potential customers – instead of getting marked as “spam” in their inbox.

Where Does All This Property Data Come From?

You might be wondering, if this is like a “crystal ball for sales,” where do they get the data to deliver such unique insights? The answer is multiple sources.

At Convex, we realized that delivering a best-in-class data experience meant collecting insights from everywhere and verifying them with other sources to ensure what we delivered was accurate, relevant, and complete.

To do this, we use a blend of internal and external data sources. This includes public records like property deeds and permits, as well as company info on management firms and tenants. We also look at sales intelligence data on decision-makers and capture buying signals from different sources like your website and social media accounts.

We also provide ownership information, tenant directories, and leasing activity so that your sales reps have a complete picture of the prospect before they make first contact.

Here’s the deal – it’s not just about having loads of data. It’s about turning that data into actionable insights, and that’s where the real magic happens.

Sales intelligence platforms gather and analyze a variety of data, including firmographic information and behavioral traits, to provide actionable insights that enhance sales prospecting and customer relationship management.

Our Generative AI is trained on all that data to make prospecting and lead generation super easy. Salesforce data shows that the average successful sales rep spends 21% of their time on prospecting and lead research, which adds up to about 1.5 to 2 hours each day.

With Convex, we’ve got two proprietary solutions (Atlas and Engage) that automate this process so your sales reps can do lead research, prospecting, and outreach in just 3 to 5 minutes.

Imagine that you’re selling backup generators to hospitals, one quick search will give you a list of all the hospitals in your area, their lead scores (based on sales intelligence, intent data, and buying signals), and the contact info for decision-makers. With just one click, you can use our Generative AI outreach tool that’s been trained on their needs and preferences to send them a message.

If they don’t reply right away, no problem! Add them to your CRM and drop them into a nurture cadence. Or, use Convex to schedule a follow-up, or even plan a drop-in. It’s really that simple.

Our property intelligence works similarly to a map app on your iPhone or Android. It lets you see all your potential customers on a map and helps you plan an efficient route to “drop in” and pay them a visit.

In today’s world, there’s so much “noise” and so many data points that connecting the dots can be a real challenge. The best property intelligence tools use fancy algorithms and machine learning to connect the dots between all these different data points so your sales and marketing teams don’t have to.

Platforms like Convex achieve operational efficiency for sales teams and help them close more deals by monitoring all of the relevant data to make a sale. By tracking ownership and tenant data, decision-makers online searches, permits, website visits, and so much more, these tools can identify key indicators that suggest a prospect is ready to make a move.

This in-depth analysis empowers your team with the insights to connect with the perfect person at just the right moment, delivering a compelling message that grabs their attention!

Additionally, a comprehensive sales intelligence solution can significantly enhance B2B marketing and sales efforts by providing accurate, actionable data about contact and account information, along with insights into industry trends that drive successful sales strategies.

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The Best Property Intelligence Tools for B2B Commercial Services Teams

According to G2, there are more than 85 property intelligence platforms on the market. But here’s the secret most of them aren’t willing to tell you – only 2-3 of the platforms were made for people selling into commercial properties.

Here’s what I mean: A relatively small percentage of the 85+ business intelligence tools are built specifically for salespeople selling into large commercial properties (e.g., roofers who sell BUR, PVC, and TPO into flat-roofed manufacturing buildings). These platforms often function as sales intelligence tools designed to enhance sales processes through features like lead generation, advanced filtering, and data-driven decision-making. They assist users in optimizing their outreach and engagement strategies while providing insights into customer behavior and market trends.

Most property intelligence solutions focus on real estate agents, brokers, investors, or individuals who use property data for comps and due diligence – like bank lenders. Most of the platforms won’t provide much of the specific insights you need for sales.

That’s why at Convex we’ve made it our mission to create a targeted solution specifically for B2B commercial services teams. Our property intelligence platform is designed to help you connect with the right decision-makers at businesses such as hospitals, mixed-use, schools, and multi-tenant buildings and other commercial facilities.

That said, each of the platforms listed below is a great option and offers a unique value proposition to its users. Some platforms work better for small businesses, while others are a great fit for mid-market to enterprise organizations. Each one has its own pricing model, feature set, and integrations.

We’ve selected the top 9 platforms based on their popularity, user reviews, and features. Each platform offers unique features and benefits, but they all share the common goal of providing valuable property information to businesses. Let’s take a closer look at each one.

Convex

Description: A prospecting platform purpose-built for contractors and companies in the commercial services industry.

Target market: Commercial Services Businesses (e.g., HVAC, roofing, solar, generators, asphalt and paving, commercial cleaning and janitorial, etc.)

Features: Convex Atlas combines proprietary data sources into a single property-centric view.

Reonomy

Description: A commercial real estate intelligence platform that uses AI and machine learning to provide property-level insights for brokers, lenders, investors, and appraisers.

Target market: Commercial Real Estate Professionals

Features: Reonomy combines its own proprietary data with third-party sources to provide detailed property information. It also offers analytics tools and integrations with CRM platforms.

Best use cases: Find comps, research properties for investment opportunities, and do due diligence.

CoStar

Description: Provides industry-leading data and information services for commercial real estate.

Target market: Brokers, analysts, and investors in commercial, multifamily, industrial, and other real estate sectors.

Features: Analytical reports for markets and submarkets, interactive charts, and expert commentary.

Best use cases: Assessing recent trends, understanding future outlook, evaluating risk and growth potential.

Batchleads

Description: Real estate investing software that provides access to on-market & off-market properties.

Target market: Real estate investors looking to find deals and connect with sellers.

Features: Property insights, intuitive comping tools, 300+ real estate filters.

Best use cases: Finding motivated sellers, uncovering potential flips, building passive income.

Crexi

Description: An online marketplace for buying, selling, and leasing commercial real estate.

Target market: Brokers, buyers, and tenants in the commercial real estate market.

Features: Lead management tools, property analytics, sales intelligence tools, and marketing automation.

Best use cases: Listing properties, managing leads, viewing analytics, secure file storage.

Realist (CoreLogic)

Description: A multiple listing management software platform for real estate agents.

Target market: Real estate agents who are members of participating multiple listing organizations.

Features: Property records, market trends, community demographics, environmental risks.

Best use cases: Research properties and listings, identifying opportunities, and improving client decision-making.

HelloData.ai

Description: An AI-driven multifamily market analysis platform that automates rent surveys.

Target market: Multifamily operators, developers, acquisitions teams, appraisers, brokers, and lenders.

Features: Daily rent, availability, and concession data, expense benchmarking, and revenue management.

Best use cases: Automating underwriting, analyzing deals, and improving operations.

PropertyRadar

Description: A hyperlocal lead generation platform for data-driven real estate professionals.

Target market: Real estate agents, brokers, investors, and service providers.

Features: Targeted property data, owner contact information, market insights, and list building.

Best use cases: Generating new leads, researching properties, connecting with owners, and marketing services.

Estated

Description: Provides instant access to property data on over 150 million properties. Recently acquired by ATTOM.

Target market: Real estate professionals, mortgage lenders, insurance providers.

Features: Property characteristics, ownership, sales history, valuations, and integrations via API.

Best use cases: Underwriting loans, assessing risk, powering real estate websites and applications.

As you can see, according to G2, Capterra, TrustPilot, and TrustRadius, these are the top-rated platforms on the market, and most are made for real estate professionals. Convex remains the only property intelligence platform purpose-built for commercial services businesses like HVAC, roofing, janitorial and more.

Choosing the Right Property Intelligence Software

Okay, so you’re sold on the idea of property intelligence. But with so many tools out there, how do you choose the right one for your business? Here are a few key things to look for:

  • Data Quality
    Not all property data is created equal. You want a tool that has a wide range of accurate, up-to-date, and comprehensive data points. The more detail, the better.
  • Insights and Analytics
    Raw data is great, but it’s the insights that really move the needle. Look for a tool that can connect the dots and surface actionable recommendations based on the data.
  • Integrations and Automation
    Property intelligence is most powerful when it’s woven into your existing sales and marketing workflows. Make sure the tool you choose can play nicely with your CRM, marketing automation, and other key systems.
  • Ease of Use
    Let’s face it, you and your team are busy enough without having to learn a complicated new tool. Look for something that’s intuitive, user-friendly, and easy to incorporate into your daily routine.
  • Pricing and ROI
    Property intelligence is an investment, but it should be one that pays off in spades. Consider the pricing model, the potential ROI, and the level of support and service you’ll receive.
  • Scalability
    As your business grows, so does your need for property intelligence solutions. The right tool should not only cater to your current demands but also adapt and scale with your organization’s growth. Look for platforms that offer a scalable solution that can seamlessly expand as you do. Sales intelligence solutions can provide the necessary functionalities, such as lead generation, prospect monitoring, and data-driven analyses, to help your sales teams optimize their strategies and drive revenue growth.

Lastly, consider tools that integrate with new technologies and marketplaces to help you stay ahead. In a fast-changing market, being flexible and scalable can really boost your competitive edge, allowing you to take advantage of new opportunities as they arise.

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Putting Property Intelligence into Action

Alright, you’ve got your shiny new property intelligence tool. Now what? Here are a few ways to put it to work and start seeing results:

  1. Use property data and a sales intelligence tool to create hyper-targeted lead lists and prioritize your outreach efforts. Focus on the buildings that best fit your products and services.
  2. Craft personalized messaging and offers that speak directly to each property’s unique needs and characteristics. Show them you’ve done your homework (OR) and use Convex’s Generative AI to do it for you, saving time and delivering a comprehensive perspective.
  3. Use intent data to time your outreach perfectly. Lead scoring and buying signals let you reach out when a prospect shows they’re ready to buy, making it more likely you’ll get a positive response.
  4. Integrate property intelligence into your CRM and marketing automation workflows. Trigger targeted campaigns, personalize your sales scripts, and arm your reps with valuable insights that allow them to find qualified leads and close deals more efficiently and effectively.
  5. Measure your results and optimize over time. Keep track of how property intelligence is impacting your key metrics- the primary ones to focus on are:
    • Revenue per platform
    • Return on Investment (ROI)
    • Response rates
    • Win rates
    • Deal size.

This approach will allow you to be systematic in your decision-making and “double down” on what’s working and tweak what’s not.

Conclusion

So there you have it, folks. Property intelligence is the secret weapon that every commercial services sales and marketing team needs in their arsenal. It’s not just a nice-to-have – it’s a must-have if you want to compete and win in today’s market.

But don’t just take my word for it. Try it out for yourself and see the difference it can make. Trust me, once you experience the power of property intelligence firsthand, you’ll wonder how you ever lived without it.

So what are you waiting for? Schedule your demo of Convex today to see how sales intelligence solutions can transform your lead generation, streamline sales, and boost your results.

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