How to Design Sales Collateral with CX in Mind

In the building materials distribution industry, sales collateral plays a critical role in shaping customer experience (CX) and influencing buying decisions. Well-crafted collateral not only educates and informs prospects but also builds trust and streamlines the sales process. For distributors using Buildix ERP, designing sales materials that align with customer needs and expectations can elevate CX and boost sales performance.

This blog explores best practices for creating sales collateral with customer experience at the forefront and how Buildix ERP supports this effort.

The Importance of Customer-Centric Sales Collateral

Sales collateral includes brochures, product sheets, price lists, presentations, and digital content that support the sales team in communicating value and differentiators. When designed with CX in mind, collateral can:

Simplify complex product information

Address common customer pain points

Personalize messages for different buyer personas

Support faster and informed decision-making

Enhance brand credibility and professionalism

Failing to consider CX can result in cluttered, generic materials that confuse buyers and prolong the sales cycle.

Key Principles for Designing Effective Sales Collateral

Know Your Audience

Building materials buyers range from contractors and builders to architects and procurement managers. Using Buildix ERP’s customer data, sales teams can segment buyers and tailor collateral to address specific needs, industry jargon, and pain points.

Clarity and Simplicity

Technical specifications are important but must be presented clearly. Use concise language, visuals like diagrams, and organized layouts to help customers quickly grasp key information about products, pricing, and delivery.

Highlight Value and Benefits

Rather than just listing features, emphasize how your products solve challenges such as durability, compliance, or fast delivery. Buildix ERP’s insights into customer purchase history help sales teams customize benefit statements relevant to each client.

Consistency Across Channels

Ensure sales collateral aligns with your website, email campaigns, and ERP-generated quotes to provide a seamless customer experience. Buildix ERP supports consistent messaging by centralizing content and templates accessible to the sales team.

Interactive and Digital Formats

Today’s buyers prefer digital access to collateral on-demand. Buildix ERP can integrate with digital asset management tools to provide customers with interactive catalogs, price configurators, and instant quote generators, enhancing engagement.

Clear Calls to Action

Every piece of collateral should guide the customer to the next step, whether requesting a quote, contacting sales, or scheduling a demo. Including direct contact info and easy-to-use links reduces friction in the buyer journey.

How Buildix ERP Supports Sales Collateral Design

Customer Segmentation: Leverage CRM data for personalized collateral targeting

Template Management: Maintain up-to-date, brand-consistent templates accessible to sales

Content Integration: Link collateral with real-time pricing, inventory, and delivery info

Digital Delivery: Provide customers with self-serve portals and downloadable materials

Performance Tracking: Analyze which collateral pieces drive engagement and sales

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Final Thoughts

Designing sales collateral with customer experience in mind is essential to winning and retaining buyers in the competitive building materials industry. Buildix ERP offers powerful tools that help distributors create personalized, clear, and consistent sales materials that resonate with buyers and accelerate the sales cycle.

By focusing on CX-driven collateral design, your sales team can build credibility, reduce confusion, and guide customers smoothly from interest to purchase.

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