Market share math only works if you define the market you are measuring against. TAM, SAM, and SOM are the three lenses that turn gut feel into something you can plan with. For HVACR distributors, iffy-definitions create false signals that can derail planning. This article breaks down how HVACR distributors calculate market share using TAM, SAM, and SOM. Market share … [Read more...] about Sizing the Market: TAM, SAM, and SOM for HVACR Distributor Planning 2026
Sales & Marketing
AI Agents in Distribution: From Hype to Practical Impact
Distributors are hearing more about AI every day, but much of the conversation stays broad and abstract. This article looks at something more practical: how AI agents are already being used in distribution to handle routine tasks, free up people, and improve the customer experience. Recently, I had the chance to speak with Mohamed Ben Aribia, founder of Helixia, and watch … [Read more...] about AI Agents in Distribution: From Hype to Practical Impact
Market Share Math: How Distributors Can Sharpen 2026 Planning
Market share is the most cited, least understood metric for most HVAC distributors. With economic uncertainty hanging over 2026, sharper distribution planning is essential. Here is how to ground your growth targets in reality and avoid the blind spots competitors may be leaving wide open. Why Market Share Matters in 2026 This article kicks off a series we will be … [Read more...] about Market Share Math: How Distributors Can Sharpen 2026 Planning
New Product Introductions – Why they Fail
Recently we did a project for a manufacturer to help them prepare for a sales meeting. They wanted to understand what their staff was thinking but they wanted a 3rd party to gather the insights to ensure their team that there would be anonymity. They questions related to how the “go to market team” (Sales, Marketing, Product Development / Engineering, Customer Service) … [Read more...] about New Product Introductions – Why they Fail
Engineering Better Sales: HVAC’s Moneyball Moment
Most HVACR companies spend a lot of time on products, pricing, and promos. But sales execution? That often gets overlooked. If you’re still managing sales by gut feel and muscle memory, you’re leaving margin on the table. It’s time to take a Moneyball approach. In Moneyball, the Oakland A’s figure out how to win by asking better questions and using better data. They stopped … [Read more...] about Engineering Better Sales: HVAC’s Moneyball Moment
Creating more time for your inside teams to service customers
This week we’ve been on calls with key distributors and working on our latest benchmark research about how automated order management is creating “barriers to exit” for customers. We are preparing this full report for a webinar and white paper in partnership with our friends at Conexiom. I’m excited to be co-presenting this webinar and crafting the white paper research … [Read more...] about Creating more time for your inside teams to service customers
Pentagon Pricing Series – A Pricing Reset is the Most High-Risk and High-Reward Activity in B2B Distribution
As a former pricing leader for three billion-dollar distributors in North America, I can share from experience that a major pricing reset is simultaneously a dangerous activity, yet when done right, the best driver of top-line sales growth in this industry. Earlier this year, I wrote a Case Study for Modern Distribution Management (MDM) on the pricing reset MSC … [Read more...] about Pentagon Pricing Series – A Pricing Reset is the Most High-Risk and High-Reward Activity in B2B Distribution
