Finding New Business in Today's Market: A Simple Solution for HVAC and Plumbing Distributors
Sales teams often fall into a comfortable pattern - visiting the same customers, taking orders, and missing opportunities for growth. In today's...
3 min read
Andrew Johnson
Jan 27, 2025 2:58:10 PM
Sales teams in building materials face a daily balancing act. You're tracking conversations with contractors, builders and retailers while coordinating with warehouse staff and delivery teams. Your customers want personal attention through traditional channels like phone calls and site visits, yet you need to keep everyone in sync without drowning in paperwork.
Building materials sales involve complexities that many industries don't face. For example, your customers often prefer ordering via phone calls or in-person visits, valuing the personal relationship and expert guidance you provide. This means your sales team spends significant time on the road, visiting job sites and meeting with contractors.
Project timelines also shift constantly. A contractor may call needing materials moved up by two weeks, or a builder could delay a project due to weather. These changes ripple through your entire operation, from sales to warehouse to delivery. Your team needs to respond quickly while maintaining accuracy.
Delivery brings its own set of challenges. Construction sites can be remote or difficult to access. Materials are heavy and bulky, requiring specialized equipment and careful timing. One miscommunication about delivery specifications or timing can derail an entire project.
Meanwhile, you're building and maintaining relationships across the industry. Your sales team needs to stay connected with suppliers to know about stock levels and lead times. They're working with contractors who count on their expertise to recommend the right materials. Each relationship requires consistent communication and follow-up.
Leading building materials distributors have learned that success comes from keeping things simple. Rather than complex systems, they focus on consistent habits that make a real difference in daily operations.
When a sales rep leaves a customer meeting, they immediately capture the key details. No waiting until the end of the day to remember what was discussed. This means nothing gets lost in translation about special delivery requirements or specific product needs.
Smart territory management helps reps see more customers without adding drive time. When a meeting is canceled, they can quickly find nearby opportunities to fill that time. This keeps the sales team productive while maintaining those crucial face-to-face relationships customers value.
Information flows smoothly between departments. When sales teams learn about a schedule change, warehouse and delivery teams know instantly. This prevents costly mistakes and helps everyone adapt quickly to changing customer needs.
Project details stay in one accessible place. Anyone who needs to check on an order status, delivery requirement or customer preference can find it quickly. This reduces back-and-forth calls and emails while improving customer service.
Hugh M. Cunningham, a major building products sales agency, saw how small improvements in communication made a big difference. Their VP of Sales, Aaron Reeves, noticed that just one missed detail between marketing, project sales, engineering and wholesale teams could cost them a job.
They simplified their process — sales reps now take 45 seconds after each call to share key updates. This keeps everyone aligned on project details and helps prevent last-minute scrambles. According to their Associate Development Manager, this simple change helped the team resolve ongoing vendor issues by providing clear documentation of requests and responses.
Improving your sales process doesn't require a complete overhaul. Start with what matters most: capturing information while it's fresh and sharing it with the right people.
After customer visits, take a minute to record the important details. Talk them into your phone just like leaving a voice message. This works whether you're discussing delivery specifications for a new project or following up on a bid.
Plan your routes to make the most of each day on the road. Know which customers are nearby when you're in an area. This helps you maintain those valuable face-to-face relationships without spending extra time driving.
Keep project details in one spot that everyone can access. When the warehouse needs to check loading dock requirements or delivery wants to confirm site access instructions, they can find it without calling around.
Share updates in real time with warehouse and delivery teams. When project timelines change or customers have special requirements, everyone stays informed without extra meetings or phone calls.
Find opportunities within your territory. Know which customers you haven't visited recently or where you might find new business. This helps you grow sales while maintaining existing relationships.
Most building materials teams see concrete improvements within weeks of streamlining their process. Voze setup works around your schedule and fits with your existing systems. Training focuses on what matters for your business, and our U.S.-based support team understands your industry.
You'll see clear metrics showing how these changes improve your business. Track response times, follow-up consistency and territory coverage. Watch your team spend less time on paperwork and more time building customer relationships.
Sales teams in building materials succeed when they balance traditional customer service with efficient operations. The right tools make this possible without adding complexity to your day. You keep the personal touch your customers value while improving coordination across your organization.
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