Past Webinars

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

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

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Webinar Recording: FANTastic Followup with 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)

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)
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)
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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Reviews

As a new customer to TopBuilder Solutions CRM we are seeing numerous synergies with the platform and our internal processes. The software is allowing us to eliminate 4-5 manually updated forms and spreadsheets and helps with continuity and consistency across our offices. The customer service we’ve received with Spectrum CRM team has been top notch so far. We look forward to integrating more of TopBuilder Solutions CRM into our business.
Drew Robbins, VP Operations

We tried several CRM's prior to TopBuilder Solutions. The others were cumbersome, which caused internal resistance, which led to failure in implementation. TopBuilder has been simpler and much more user-friendly. And we love the newsletter integration. But, above all, the biggest difference has been in customer support. Dave has been awesome in meeting our needs, whether it's training, creating routines to import data, or even modifying the software itself to improve the functionality. I am a fan and always recommend Top Builder to our 20 Club members and anyone else who will listen. Keep up the good work.
Mike Salomon, President

"Impression Homes signed up with TopBuilder Solutions in 2013. At that time we had 6 sales consultants and needed a platform to assist us with managing the leads we were getting from our website, walk ins, etc.. The first year we handled over 939 leads with 127 successful house closings. Fast forward to 2016 and we are handling 4 times that volume, and we are on track to close over 400 houses this year. Many factors go into this type of growth in our industry, but TopBuilder has been an essential partner of Impression Homes. We feel they have directly impacted our ability to capture and convert leads."
Holly Arestides, Operations Manager

The TopBuilder team lead by Dave is incredible to work with – they are incredibly responsive to the clients and the integration is beyond anything I have seen between any two applications not built by the same vendor. Even then, the integration continues to impress.
Scott Rosenbloom, VP Product Strategy

Thank you Erik. These last two days have been eye-opening. You have done a tremendous job setting us on the right path. Full-days of back-to-back training can be exhausting and a strain as we all work to be present and learn while keeping background projects moving, but you made the training engaging and fun. We appreciated your sales/lead management perspectives and problem solving, and the tone you set for this session was inspiring and helpful.
Cat Hollenbach - Marketing Manager

This hits on all of our requirements. A big driver for us is to get away from the stand alone DB/Spreadsheets like the access tracking tool they created, and have an integrated solution with their ERP. Also, to have a single, standard system where we can capture and track all of their bids by region and by sales rep.
Colleen Ward - Controller

TopBuilder Solutions is exactly what I need to ensure my marketing investments are not wasted and ensure no sales opportunities are lost. Additionally, we do a more effective job selling while spending a lot less time. John Leggett, President

Our estimators/business developers can be more strategic with their bidding. In Lawton Welding’s case, we are cranking out 50 – 60 bids a month, hoping something sticks but they are going in blind. With TopBuilder Solutions, we can be more selective and choose to bid jobs where they have a higher win ratio, customer pays on time, etc. Thereby increasing our win ratio!
Drew Robbins, VP Operations

The Spectrum CRM team demonstrated their unwavering commitment to customer satisfaction throughout our implementation process. Their willingness to ensure we are maximizing the interface between Spectrum (our ERP solution) and TopBuilder Solutions has truly been a standout in the value of this CRM solution. Amongst some of the standout features, the Bid module has provided our organization with a resource to ensure that all nine (9) of our Divisions are aware of invitations to bid, as well as bidding deadlines being met. As well, by customizing the reporting fields and report "types", we are now able to generate reports to show proposal/project workflow, manage labor resources better, and manage our customer relationships proactively
Page Porter – Corporate CRM project manager

The time savings and convenience of combining initial prospect data capture and the ability to define a customized follow-up program that integrates with TopBuilder Solutions' calendar, tasks, newsletter, contacts and email marketing is particularly critical to our overall prospect management objectives. Jeff Williams, CFO/Principal

Wow! If that is not service I don't know what is! It's very cool to be working with TopBuilder Solutions and see that kind of response.
Adam S. Letke - Sales and Marketing Manager

And, just to let you know, I am getting rave reviews from our sales managers who have started fully implementing the program and we’ve already got some great customer feedback. Everyone is very pleased, and I wanted to thank you for all your hard work in helping to tailor your system to meet our needs.
Ron Chamberlain - Sales and Operations Manager

WHERE HAVE YOU BEEN ALL MY CAREER????
Shauna White - Principal Broker | New Home Sales Division Manager

TopBuilder Solutions is making a difference within the first 24 hours. We are organized, following up with our prospects and it’s awesome. Sales Manager

The reports and analytics in TopBuilder Solutions are the best reports I have ever seen in a CRM system...and I have seen a lot. They analyze our traffic, sales activities, our performance and our marketing efforts so we know exactly what we are doing right and where we can improve!
Jessica Sommer, Business Development Manager

I started using it all day today and LOVED it! I love calling and emailing leads with something meaningful to get them to their next step and a contract, so it made me so much more productive. Have 2 appts for Saturday and plan to work hard for more this weekend. I really appreciate your professionalism and upbeat attitude. This will really help increase conversion for me. Home Builder Marketing Consultant

I spoke to our Realtor this morning she is finding the system more useful than our previous CRM software. She particularly likes the email reminders for follow ups. It’s working, we have three contracts possibly to write today and tomorrow.
Production Builder - President/Owner

This is by far the best CRM system out there at IBS 2015!!!
Charlie Murphy, Owner and Jeremy Blackstock, Sales Manager

The Builder Newsletter and automated follow-up tasks allow me to enter the prospect data once and they automatically get a phone call from my admin and start receiving our newsletter. Custom Builder

TopBuilder Solutions allows us to focus our resources in the right places. We were not able to do that with our previous Builder CRM application
Company Sales Manager

This is like Christmas morning and I'm getting everything I wanted.
Home Builder Marketing Consultant

The program is so super user friendly - I love it!
Community Sales Manager

We have worked very hard on our website and TopBuilder Solutions really helps us make the most of it...we can get it in front of a lot of people. Business Development Manager

We are rocking….14 sales in the last 69 days and were told another will write tomorrow. Its really a great result and I know that TopBuilder Solutions is helping us keep all these prospects straight and get them converted to buyers.
Real Estate Agent Hired by Builder

TopBuilder Solutions is literally, exactly what I have been looking for ... I could kiss you over the phone. Sales and Marketing Manager

Thanks again for all you do for us:-) We are so grateful to be working with someone that cares as much as you do. Thank You!!!
Sales Manager

I wanted to take a minute and thank you for your help the last few days. I know im a pain but am really enjoying learning about your software. Its really helping me change my sales performances.
Jeff Japhet - President

We love using conversion rates and the lead source analysis report to determine which sources of leads are the most effective. This helps us set our marketing budgets each year.
Large Production Builder - COO

I've worked with a lot of home builder CRM systems and TopBuilder Solutions is by far the best and easiest to use! David Ellison - Director of Sales and Marketing

Thank you for a very informative training. I've used a lot of CRM's in my time in sales and I am impressed with how user friendly this software is.
Sales and Marketing Manager

TopBuilder Solutions is the pound-for-pound, price-for-price best CRM system out there for home builders.
Donald J. Scattergood - Vice President

The newsletter service could not possibly be easier to use. Claudia Clay - Owner

Have I told you lately how much you guys rock!!??? LOVE THIS!!
Shauna White - Principal Broker | New Home Sales Division Manager

Past Webinars

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

Webinar Recording: FANTastic Followup with Meredith Oliver

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

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

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

Reviews

Clients