Boosting sales with smarter data

By Jesse Sanchez.

A new era of sales insights for roofing professionals.

In this episode of Roofing Road Trips®, host Heidi J. Ellsworth explored the cutting-edge advancements of Ingage Analytics 2.0 with Cody Carnes, an account executive at Ingage. Their conversation unpacks the transformative potential of the updated analytics platform, designed to optimize sales presentations and improve closing rates in the roofing industry.

Cody uncovered how the improved dashboard and new reporting features offer a seamless experience for contractors looking to refine their sales strategies. “The ability to compare representatives to one another has been a hot feature,” Cody shared, explaining how sales managers can now analyze top-performing reps and identify strategies that lead to higher close rates. By benchmarking successful presentations against underperforming ones, businesses gain actionable insights to enhance training and drive revenue growth.

Beyond sales, the discussion explored the role of analytics in company-wide training. Contractors are leveraging Ingage not just for customer presentations, but also for onboarding new hires. “We have customers that are cutting their training time from four weeks to two weeks,” Cody noted, demonstrating how interactive presentations enable faster, more effective learning. With detailed usage tracking, business owners can ensure that employees are engaging with training materials and acquiring the knowledge they need to succeed.

The conversation also touched on the growing importance of pre- and post-appointment engagement. Ingage enables contractors to send presentations to homeowners ahead of time and track which sections capture the most attention. “Maybe if I see they looked at roofing products more than siding products, I know to cater this conversation to roofing,” Cody explained. This feature allows sales reps to tailor their approach based on real-time data, increasing their chances of securing a deal.

With a focus on usability, the revamped analytics system is designed for busy professionals who need quick, digestible insights. “Everything is literally on one screen, tap buttons to draw in, sort out exactly what you want to look at,” Cody said. Additionally, automated reporting ensures that essential sales data is delivered directly to sales leaders, allowing them to make informed decisions without sifting through complex datasets.

Read the transcript or Listen to the podcast to learn more about how these new features can drive success!