SpecSuccess™

Commercially-Specified Building Products: Integrate, Automate, & Analyze

Selling products to commercial or civil construction can be a high-stakes game of specifications. With complex processes, paperwork, and sales cycles that can last months or even years, it can be tough to stay on top of it all. That’s why we’ve developed a custom CRM toolkit designed to help you navigate these challenges and come out on top. From lead generation to project management, our toolkit is designed to streamline your workflows, save you time, and help you close deals faster.

Features & Functionality

Source-Agnostic
Database Integration

  • Plug-and-play integration from all the major project databases
  • Centralized structure supporting multiple simultaneous database integrations
  • Minimal clicks – get what you want and need fast

Construction Project
Pipeline Management

  • Easy tools for project qualification
  • Track all the key project information you’d want to keep an eye on

  • Collaborate across multiple product & sales teams to maximize wallet share for each project

  • Continuous updates from the database sync

Automate
Substitution Requests

  • Speed and accuracy in generating substitution packages
  • Centralized database for standard documentation
  • Follow-up processes to maximize acceptance rates

Automate Lead
Referral to Channel

  • Share your qualified project leads with your dealers and contractors with just a couple of clicks
  • Include supporting design documentation for easy access

Automate
Submittal Packages

  • Quickly assemble standardized submittal packages with standard and custom supporting documentation
  • Send to multiple parties with a couple of clicks

Reach the
Design Community

  • Identify your most valuable specifiers – and those specifying your competitors
  • Pursue the most-relevant firms
  • Track house master specifications status

Automate
Lunch & Learns

  • Event scheduling with calendar sync
  • Capture attendees
  • Certificate generation
  • AIA CEU credit uploads
  • Performance Analytics
Transformation Starts Here