Videos

  • Bid Tracking and Proposal Builder Overview (7:30 minutes)

    CRM Demo

    This video is a high-level overview of TopBuilder Solutions' Bid Tracking and Proposal Builder Modules.

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  • Erik Cofield of TopBuilder Solutions discusses managing online leads at BDX DCX 2018

    OSC

    How to manage leads from online home shoppers is discussed at BDX's DCX summit.  BDX is a leader in providing online leads to home builders....TopBuilder Solutions is a leader in converting more of them to buyers.

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  • TopBuilder CRM for Sage - Webinar Construction Best Practices Sales and Bid Management

    TopBuilder CRM for Sage - Webinar Construction Best Practices  Sales and Bid Management

    TopBuilder CRM for Sage - TUG User Group Webinar Construction Best Practices  Sales and Bid Management   Presented by Dave Knowles of TopBuilder Solutions

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  • TopBuilder CRM For Spectrum Redorded demo

    CRM Demo

    This is a recorded demo of TopBuilder CRM for Spectrum.  It included and end-to-end demo and show how awarded jobs are sent to and appear in Spectrum.

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  • TopBuilder Solutions CRM and Marketing Solution Overview (1:56 minutes)

    TopBuilder Solutions CRM and Marketing Solution Overview

    This is a two-minute overview of TopBuilder Solutions' CRM, Lead Management and Email Marketing solution for commercial builders and contractors

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  • TopBuilder Solutions CRM/Lead Management Overview (6:53 minutes)

    TopBuilder Solutions CRM/Lead Management Overview (6:53 minutes)

    This is an overview of the Customer Relationship Management (CRM) feature of TopBuilder Solutions. It describes each component of CRM and how they work followed by a quick demo.

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  • TopBuilder Solutions Email Marketing Overview (6:37 minutes)

    TopBuilder Solutions Email Marketing Overview (6:37 minutes)

    This is an overview of the TopBuilder Solutions Email Marketing Service. It describes how Email Marketing works and how it is integrates with TopBuilder Solutions CRM. Then we demo it for you.

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  • TopBuilder Solutions Feature Summary (6:22 minutes)

    TopBuilder Solutions Feature Summary (6:22 minutes)

    This is a high level video describing the major features within TopBuilder Solutions. It describes each of the major features and how they work followed by a quick demo.

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  • TopBuilder Solutions Follow-Up Plans/Workflow Overview (8:00 minutes)

    TopBuilder Solutions Follow-Up Plans/Workflow Overview (8:00 minutes)

    This video describes what Follow-up Plans (or workflow) are, how they work and we wrap-up with a quick demonstration.

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  • TopBuilder Solutions for Commercial Builders and Contractors Micro Demo (15.55 minutes)

    TopBuilder Solutions for Commercial Builders and Contractors Micro Demo (15.55 minutes)

    This video covers all the features of TopBuilder Solutions – CRM, Email Marketing and Newsletter Service for commercial builders and contractors. Each major feature is discussed followed by a demonstration of each feature. We call this a micro-demo.

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  • TopBuilder Solutions for Commercial Builders and Contractors Overview (1.57 minutes)

    TopBuilder Solutions for Commercial Builders and Contractors Overview (1.57 minutes)

    This video is a high-level overview of TopBuilder Solutions' CRM, Lead Management, Email Marketing and Newsletter Service for commercial builders and contractors.

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  • TopBuilder Solutions Newsletter Overview (6:35 minutes)

    TopBuilder Solutions Newsletter Overview (6:35 minutes)

    This is an overview of the TopBuilder Solutions Newsletter Service. It describes how you can have your own Builder Newsletter. We discuss what it is, how it works and then we show it to you.

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  • TopBuilder Solutions- Spectrum interface (9:54 minutes)

    TopBuilder Solutions- Spectrum interface (9:54 minutes)

    This is an overview of the TopBuilder to Dexter + Chaney Spectrum Interface. Included is the real-time interface that synchronizes customers and jobs between the two systems. Also included is a summary of the financial history, financial summary and job history interface. The data conversion utility that converts existing customers and contact into TopBuilder Solutions is also discussed.

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  • Webinar Recording: FANTastic Followup with Meredith Oliver

    OSC CRM Online Leads Meredith Oliver

    Would you like to convert more of your leads into sales? In this webinar, you will learn how to exceed sales goals with effective follow-up. Learn why salespeople fail to follow-up or procrastinate on follow-up. Discover how to engage and convert today’s Internet-empowered, socially savvy, tech-oriented buyer. The seminar will cover what communication channels are effective for follow-up, how often to follow-up and how to craft interesting follow-up messages.

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  • WEBINAR: CRM Best Practices: Sales and Bid Managment (51:48 minutes)

    WEBINAR: CRM Best Practices: Sales and Bid Managment (51:48 minutes)

    Watch this video and learn how TopBuilder Solutions customers increase revenue and bid conversion rates using industry best practices.

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  • WEBINAR: CRM for construction helps you close more deals while streamlining your sales and bidding processes. January 18, 2018 (57:58 minutes)

    WEBINAR: CRM for construction helps you close more deals while streamlining your sales and bidding processes. January 18, 2018 (57:58 minutes)

    In this fast-paced educational webinar, you will learn how to win more jobs with a CRM solution specifically designed for construction from a leader in construction CRM, TopBuilder Solutions. During this webinar, you will learn:

    1. How to win more jobs with proper follow-up and automation: even after the job is complete
    2. How to streamline and optimize the sales and bidding processes
    3. Get more quality opportunities/bid invitations without spending more on marketing
    4. Save time, money, minimize mistakes, secure and organize customer data
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  • WEBINAR: TopBuilder CRM for Spectrum - Construction Best Practices - Sales and Bid Management (56:52 minutes)

    WEBINAR: TopBuilder CRM for Spectrum - Construction Best Practices - Sales and Bid Management (56:52 minutes)

    Learn how the top construction companies manage sales and bid opportunities resulting in:

    1. Increased closure rates on existing opposites and bids (example of real work business case….bidding out 250m per year and increased closure by 1%)
    2. Increased volume of quality sales/bid opportunities (increased bid opportunities by 5% and closures of 1% on top of that)
    3. Professional, repeatable proposals
    4. Safe, reliable and available customer, job and sales data (customers that left company, ….)
    5. A deep understanding of what working and what is not
    6. Real-time knowledge of revenue projections and labor requirements
    7. Significant reduction in time and costs

     

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