Dive Into the World of Data-driven Upselling

By Dani Sheehan. 

Change your selling game and close every deal when you use automated property data to upsell to new and existing customers. 

In a live Read, Listen, Watch webinar at this year’s Florida Roofing and Sheet Metal Association (FRSA) expo, Heidi J. Ellsworth sits down with Rob Soper from EagleView and Tom Basch from Leap to discuss how to expand your business with current customers through data and automation. They give their best advice on upselling practices contractors can implement to improve their sales success and increase profits. Using technology to automate property data simplifies the process and gives you every reason to upsell to your customer. 

EagleView and Leap work together like a well-oiled machine. As an imagery and data company, EagleView captures imaging on a regular basis that they then run through their proprietary software to extract data and gather measurements from properties. What most contractors may not realize is that they provide the entire exterior envelope data set including not only the roof, but siding, windows and doors as well. Leap then offers products for project management and a sales enablement platform. When a sales representative sits in a home for a roofing lead, they automatically have measurements for the entire exterior and can present simple and quick options that don’t detract from the overall sales pitch.  

Once you know what your customer is looking for, Tom says Leap enables you to seamlessly order your EagleView reports and move the project forward. “When it comes time for the sales experience, you’re pulling in that data so that within a matter of seconds, you have the roof estimate, the siding estimate and all these things that the homeowner is looking to have done.” Thanks to the automation within the platform, you no longer need to write down numbers or transpose from different documents. Tom continues, “That’s really where Leap comes in and plays a role. Taking that data, connecting the dots to the material, and the labor and the upcharges and those types of things. Then having a clean presentation to be able to present including the ability to sign contracts...and complete the sale, whether in person or virtually.” 

As Rob adds, “One of the things that I think EagleView brings to the table is credibility with the measurement. So you know the contractor is not fudging that to their benefit.” In today’s fast-paced environment, data and automation help contractors increase their productivity while giving customers options they can trust. 

Read the transcript, Listen to the podcast or Watch the webinar to learn more about how you can use EagleView and Leap’s whole home database to improve customer satisfaction and increase sales.