How Pergola Dealers Use Configurators to Win More Leads

How Pergola Dealers Use Configurators to Win More Leads

20 June, 2025
Ajda Hafner
CMO

Visual configurators are transforming how pergola dealers attract and convert leads. These tools let customers design and visualize their pergola in real-time, solving the common challenges of unclear customization options and slow sales processes. Here’s why they work:

  • Instant Visualization: Customers can adjust materials, colors, and sizes while seeing updates immediately.
  • Automated Pricing: Changes in design instantly update costs, eliminating back-and-forth quotes.
  • Lead Insights: Dealers gain data on customer preferences, helping them focus on high-quality leads.
  • Efficiency Boost: Quoting time is reduced by 70%, and inquiries are handled 14x faster.

With tools like SaleSqueze, dealers have reported a 40% sales increase and nearly 500% more leads. Customers enjoy a smoother experience, while dealers streamline their operations and close more deals. If you’re in the pergola business, a visual configurator isn’t just helpful – it’s becoming essential.

How Visual Configurators Streamline the Sales Process

The traditional sales process can feel outdated – manual quotes, juggling multiple tools, and limited visualization often slow things down. Visual configurators simplify this process by bringing everything together into one smooth, interactive experience.

What is a Visual Configurator?

A visual configurator is an interactive tool that allows customers to design and customize products in real time. For pergola dealers, this means potential buyers can tweak dimensions, pick materials, select colors, and add accessories while instantly seeing these changes on-screen.

These tools offer various viewing modes, including 2D, 3D, and 360°, giving customers clear measurements, realistic visuals, or immersive details depending on their needs.

One standout feature is automated pricing. As customers adjust their selections, the configurator updates pricing instantly, cutting out the back-and-forth and keeping the sales process moving smoothly.

Key Benefits for Pergola Dealers

Visual configurators are game-changers for pergola dealers, helping them work smarter and connect better with customers.

  • Better customer interactions: Instead of explaining abstract ideas, dealers can focus on refining specific designs customers have already created. This shifts the conversation to a collaborative approach, where dealers act more like advisors than traditional salespeople.
  • Increased efficiency: Dealers save time by eliminating repetitive tasks. No more creating endless design drafts or recalculating quotes – configurators handle these updates automatically. This leaves dealers free to concentrate on building relationships and closing deals.
  • Stronger lead qualification: Serious buyers often spend time perfecting their pergola designs, while less committed prospects move on. This helps dealers identify high-quality leads and focus their efforts where they’re most likely to pay off.

By streamlining these aspects, configurators improve the overall customer journey, removing uncertainties and simplifying the decision-making process.

Improving Customer Experience with Real-Time Visualization

Visual configurators take the guesswork out of the buying process. For example, if a customer changes the width of a pergola from 12 feet to 16 feet, they see the updated design immediately. This real-time feedback builds confidence and helps customers feel more in control of their decisions.

The customization process also creates an emotional connection. As customers design a pergola that perfectly matches their outdoor vision, they become more invested in the purchase.

Transparency builds trust. Customers can explore every detail of their potential pergola – materials, how components fit together, and what the final product will look like. This openness eases concerns about making a significant investment.

Configurators also cater to different learning styles:

  • Visual learners can watch their designs come to life.
  • Detail-oriented customers can dive into specifications and technical drawings.
  • Hands-on learners enjoy experimenting with customization options.

Another benefit? Less decision fatigue. Instead of juggling details from various conversations or brochures, customers can compare options side-by-side within the configurator. This clarity helps them make confident, informed choices.

Case Study: How SaleSqueze Helped Pergola Dealers Boost Sales

SaleSqueze

This case study highlights how pergola dealers achieved impressive sales growth using SaleSqueze’s visual configurator. By addressing industry pain points, they transformed their sales process and gained a strong advantage in a competitive market.

The Challenges Faced by Pergola Dealers

Pergola dealers faced several hurdles before adopting visual configurators. One of the biggest issues was the slow and error-prone quoting process. Generating quotes often required multiple confirmations with manufacturers, which created frustrating delays – especially when customers were ready to make a purchase.

Customizations were another sticking point. Complex designs required time-consuming back-and-forth with manufacturers, which added unnecessary friction. Without real-time visualization tools, dealers relied on static brochures that failed to convey the variety of options available. This left customers struggling to picture their ideal pergola, leading to a less engaging and less personalized buying experience. Dealers needed a solution that could simplify quoting, provide instant visualization, and make the process more customer-friendly.

SaleSqueze’s Impact on Dealer Performance

By adopting SaleSqueze, pergola dealers saw dramatic improvements in their operations. The configurator cut quoting time by 70%, turning what used to take hours into a task that could be completed in minutes. This efficiency allowed sales teams to manage more inquiries without adding extra staff.

Lead generation also skyrocketed. Dealers reported a fivefold increase in qualified leads, along with a staggering 486% growth in overall leads and quotes. The configurator’s self-service functionality enabled potential customers to explore options at any time, ensuring no opportunity was missed – even outside regular business hours.

The revenue numbers were just as striking. Within three months, dealers experienced a 40% boost in sales, with some doubling their revenue. In one standout example, a dealer generated $10 million in quotes in a single month from just 40 inquiries. Efficiency gains were equally impressive, with dealers handling inquiries 14 times faster and generating four times more offers compared to manual processes. These improvements freed up sales teams to focus on customer engagement and closing deals, rather than getting bogged down in administrative tasks.

Process Improvements and Customer Experience

SaleSqueze revolutionized the sales workflow, making it seamless from start to finish. Automated quote generation eliminated the need for lengthy back-and-forth communication, while the integrated sales hub provided dealers with easy-to-use dashboards for tracking leads and managing their pipeline.

The platform also introduced automated lead identification, helping dealers focus their efforts on high-potential prospects. Customers, meanwhile, enjoyed a self-service experience where they could experiment with different configurations and see instant pricing updates. This level of transparency and real-time visualization not only reduced uncertainty but also built trust throughout the buying process.

The polished, mobile-friendly interface further enhanced the customer experience, reinforcing dealer professionalism and making it easy for buyers to access the platform. Together, these improvements allowed sales teams to prioritize strategic selling and foster stronger, long-term customer relationships.

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Implementing a Visual Configurator: What Dealers Need to Know

Getting started with a visual configurator doesn’t have to be complicated. With a clear plan, you can integrate this tool into your operations without causing major disruptions. Once you understand how configurators can boost your sales, the next step is learning how to implement them effectively.

Basic Requirements for Implementation

To kick things off, gather all the essential data and assets you’ll need. Here’s what to focus on:

  • Product details: Include measurements, materials, colors, and any optional add-ons.
  • Pricing structures: Document base prices, material upgrades, size variations, and costs for additional features.
  • Branding assets: Make sure the configurator reflects your company’s identity. Prepare your logo in high resolution, list your brand colors with hex codes, and provide any custom fonts or design guidelines.
  • Integration details: Ensure the configurator can smoothly integrate with your existing website. Share your website’s technical specifications for a seamless setup.

Branding is particularly important. The configurator should feel like it’s a natural part of your website and marketing materials, maintaining a professional and cohesive look.

Steps to Launch with SaleSqueze

If you’re using SaleSqueze, the setup process is incredibly quick – your configurator can go live in just one day. Here’s how it works:

  1. Onboarding questionnaire: Provide your requirements, including product details, branding preferences, and pricing rules.
  2. Configuration: SaleSqueze sets up the 3D visualization engine using your product models, applies your branding, and programs the pricing logic.
  3. Integration: A simple embed code allows you to add the configurator to your website effortlessly.

SaleSqueze also ensures your configurator functions perfectly on all devices and lets you decide whether to display prices immediately or generate quotes for follow-up. Once live, you can refine your approach with best practices.

Best Practices for Maximum Success

To get the most out of your configurator, follow these tips:

  • Organize options logically: Start with basic choices like size and style, then move to materials and colors, and finish with add-ons. This mirrors the natural decision-making process for customers.
  • Optimize for mobile: Many customers will access the configurator on their phones. Ensure it works smoothly on mobile devices and train your sales team to handle leads generated by the tool.
  • Track performance metrics: Regularly review data to see which configurations are most popular, where customers drop off, and which features lead to the highest-value quotes. Use this information to improve the customer experience.
  • Integrate with your sales process: Treat the configurator as part of your overall sales strategy. Make sure leads flow into your CRM or lead management system, and establish follow-up procedures for prospects who interact with the tool.
  • Plan for after-hours engagement: Since the configurator is available 24/7, have a system in place to respond to inquiries that come in outside business hours. Quick follow-ups can make a big difference in converting leads to customers.

Conclusion: Driving Sales Growth

Visual configurators have reshaped the way pergola dealers approach their sales process. What was once a tedious, manual task has now evolved into an automated system that operates seamlessly, even outside of regular business hours.

Key Takeaways for Pergola Dealers

The numbers speak for themselves. SaleSqueze’s 3D pergola configurator delivers a 17% sales conversion rate, while manufacturers like Armat have seen a 40% boost in sales and a staggering 478% increase in leads within just three months of using this tool. These aren’t just isolated examples – they reflect a broader shift in customer expectations when it comes to purchasing pergolas.

With quotes being generated 70% faster and inquiries handled 14 times more efficiently, dealers can focus on what truly matters: closing deals. Features like real-time visualization, instant customization, and transparent pricing empower customers to make quicker decisions. Plus, the self-service aspect allows potential buyers to explore their options whenever it suits them – whether it’s during a late-night browsing session or a quick lunch break. This combination of convenience and efficiency is redefining success in outdoor living sales.

The Future of Sales in the Outdoor Living Industry

The results so far are just the beginning. Visual configurators are quickly becoming the gold standard for engaging customers. Dealers who adopt this technology now are positioning themselves miles ahead of competitors still relying on old-school catalogs and drawn-out quoting systems.

As interactive and visual shopping experiences become the norm across industries, customers will expect nothing less when it comes to buying pergolas. Dealers who choose to embrace these tools today will not only close more deals but also build stronger, lasting relationships with their customers. Over time, these advantages will stack up, creating a competitive edge that’s hard to beat.

The real question isn’t whether visual configurators will dominate the pergola industry – it’s whether you’ll be leading the charge or scrambling to catch up.

FAQs

How does a visual configurator make buying a pergola easier and more enjoyable?

A visual configurator changes the way people shop for pergolas by offering real-time customization and interactive features, such as 2D, 3D, or AR views. Shoppers can tweak design elements, try out different options, and instantly see how their pergola will look in their space.

This interactive approach not only makes the process more enjoyable but also boosts buyer confidence. By removing doubts and enabling personalization, customers feel more assured, make decisions faster, and often choose upgrades. This results in higher order values and a smoother, more satisfying buying experience.

What steps should pergola dealers follow to successfully set up a visual configurator?

To set up a visual configurator successfully, pergola dealers should begin by choosing a platform that provides real-time visualizations, customizable product rules, and precise pricing calculations. These tools not only improve the buying experience for customers but also make the sales process smoother and more efficient.

The setup process should be simple and quick, ideally taking no longer than 30 days. Look for a solution that doesn’t demand advanced technical skills, so it can be seamlessly integrated into daily operations without delays. With the right configurator in place, dealers can enhance customer engagement, speed up sales cycles, and achieve higher conversion rates.

How can pergola dealers use visual configurators to identify and prioritize high-quality leads?

Pergola dealers can tap into data from visual configurators to gain a clearer picture of customer behavior and preferences. By examining details like customization options selected, specific features prioritized, and the amount of time spent designing products, dealers can pinpoint potential buyers who exhibit strong interest and purchasing intent.

This information allows dealers to qualify leads more efficiently, concentrating their efforts on prospects most likely to convert. The result? A more focused sales strategy that boosts conversion rates, simplifies the sales process, saves valuable time and resources, and enhances the overall experience for customers.

Modernize your sales
with a visual experience.

Modernize
your sales
a visual experience.