How to Use Tech Tools to Support Training sales reps on material specs and quoting tools

In the construction supply industry, sales reps play a vital role in connecting customers with the right materials—quickly, accurately, and competitively. But to do that well, they need deep product knowledge and confidence using digital tools to build quotes, check inventory, and offer alternatives on the fly.

With the constant evolution of building products and quoting systems, traditional training methods often fall short. That’s where tech tools can make a major impact—by making training more accessible, interactive, and effective.

Here’s how to use technology to better train your sales reps on material specs and quoting platforms.

Why it matters:

Sales reps can’t memorize specs for thousands of SKUs. They need fast, reliable access to product details—whether in the office or on the job site.

Tech tool solution:

Create or implement a searchable digital product catalog that includes:

Material specs and technical documents

Comparison charts for similar products

Videos or diagrams for installation/use cases

Real-time stock availability

Platforms like shared intranets, mobile-friendly document libraries, or integrated CRM content hubs make it easy for reps to find the info they need—fast.

Why it matters:

Short, focused lessons are easier for busy reps to absorb—and more effective than lengthy classroom sessions.

Tech tool solution:

Leverage microlearning tools (like TalentCards, LearnUpon, or even mobile LMS apps) to deliver bite-sized training modules on:

New product lines

Key differentiators by category (e.g., treated lumber vs. composite decking)

How to use quoting software to generate accurate estimates

You can track completion rates and quiz scores to reinforce learning and flag knowledge gaps.

Why it matters:

Most quoting platforms are powerful but complex. Sales reps need hands-on practice in a risk-free environment to build confidence.

Tech tool solution:

Work with your software provider—or a training vendor—to create sandbox versions of your quoting tools. These simulated environments allow reps to:

Practice entering orders

Apply discount rules

Adjust product bundles or substitutions

Review pricing based on current inventory or delivery schedules

Interactive simulations reduce errors, boost quoting speed, and lower support tickets for your sales ops team.

Why it matters:

Even well-trained reps will have questions in the field or mid-quote.

Tech tool solution:

Use internal chat tools (like Microsoft Teams or Slack) or a shared messaging platform to create a real-time support channel. Include:

Sales ops or product specialists for quick answers

Peer-to-peer discussions to share quoting tips or recent product updates

Quick links to reference material or training videos

This builds a culture of knowledge-sharing and reduces delays in customer response time.

Why it matters:

You can’t improve what you don’t measure. Tracking training engagement helps identify what’s working and who needs more support.

Tech tool solution:

Use your learning management system (LMS) or CRM-linked training dashboard to monitor:

Module completion rates

Quiz/test results

Rep feedback on training content

Correlations between training engagement and quoting accuracy or deal velocity

This data-driven approach helps tailor future training efforts and prioritize high-impact content.

Final Thoughts

Technology won’t replace the need for strong sales instincts and relationship-building—but it can transform how you train your sales reps to handle material specs and quoting tools. By using the right tech stack, you’ll build a sales team that’s not only better informed, but also faster, more responsive, and more confident in front of the customer.

The result? Fewer quoting errors, more closed deals, and stronger customer trust.

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