How to Leverage Technology for Outdoor Living Success

20 June, 2025
Ajda Hafner
CMO

The outdoor living market is booming, with wall-mounted pergolas projected to hit $2.5 billion by 2030, growing annually by 10.5%. However, businesses face challenges like slow quoting, inconsistent service, and pricing issues. Technology offers solutions to overcome these hurdles, improve efficiency, and drive growth.

Key Takeaways:

  • 3D Configurators: Boost customer engagement with real-time product visualization, increasing conversion rates by 66%.
  • Sales Automation: Cuts quote preparation time by 70%, enabling faster responses and higher lead capacity.
  • Self-Service Tools: Provide 24/7 access for customers to design and price products independently, improving satisfaction and lead quality.
  • Performance Metrics: Track KPIs like quote speed, lead quality, and revenue growth to measure success.

Adopting tools like 3D configurators and automated sales systems helps outdoor living contractors handle labor shortages, deliver better customer experiences, and increase revenue.

How 3D Product Configurators Improve Customer Engagement

3D product configurators are reshaping how pergola and veranda businesses interact with their customers. These tools let buyers customize and visualize products in real time, creating a more engaging experience than static images ever could.

Here’s the proof: 95% of shoppers prefer interactive 3D views, and 60% are more likely to make a purchase when products are displayed in 3D or augmented reality. Why does this work so well? Because nearly 50% of the brain’s tissue is tied to vision, highlighting just how much visual experiences influence decision-making.

Benefits of 3D Visualization for Outdoor Living Sales

For customers, buying a pergola or veranda can feel like a big decision. 3D configurators simplify the process by letting users see exactly how their chosen product will look. They can adjust dimensions to fit their patio, explore different materials and colors, and even add features like lighting. This level of customization helps customers feel confident about their choices.

The numbers back this up: 3D configurators can boost conversions by 66% compared to 2D solutions and make customers 11 times more likely to purchase. Beyond that, these tools educate buyers about features they might not have considered, reducing hesitation and building trust in premium products.

How Configurators Generate Qualified Leads

3D configurators don’t just improve the shopping experience – they also attract better leads. Websites offering these tools can see up to a 4.6x increase in leads compared to standard sites. Why? Because customers who spend time customizing their designs are often further along in their decision-making process, making them more serious buyers.

The success stories speak for themselves. Dukin, for example, reported a 486% increase in leads and quotes after using the SaleSqueze 3D Configurator, according to VP of Sales Tomaz R.. Similarly, Armat achieved a 5x increase in qualified leads and a 40% sales boost within just three months, as noted by VP of Marketing Andrej R.. Plus, the data collected from these configurators helps businesses understand customer preferences, refine their offerings, and improve their marketing strategies. When paired with automated sales processes, these tools streamline operations even further.

Case Study: SaleSqueze‘s Customizable 3D Configurator

SaleSqueze

The SaleSqueze 3D configurator is a standout example of how these tools can transform the pergola and veranda industry. Designed specifically for these products, it addresses the unique needs of outdoor living spaces.

FollHaus CEO Alexander F. shared an impressive result: 40 quotes worth $10 million were sent out within just one month of launching their SaleSqueze configurator. The platform’s real-time pricing feature ensures customers see updated costs as they make changes, helping them stay within budget. And because it’s mobile-friendly, users can design their pergolas from anywhere – on a laptop at home or a smartphone on the go.

The benefits go beyond customer satisfaction. Spa Solutions CEO Dylan A. highlighted how the configurator builds confidence:

“The pergola 3D configurator is the best. Customers are confident about what they are getting. We do not spend time on quote preparation, as it is done automatically. Our inquiry-to-customer conversion rate is 17%, thanks to a great online experience.”

Meanwhile, Hausmart CEO Uros K. pointed out the operational efficiencies:

“With SaleSqueze, we now generate quotes 70% faster, and we’ve automated the entire sales process.”

These examples show how 3D configurators are not just a tool for visualization – they’re a game-changer for customer engagement, lead generation, and operational efficiency.

Improving Operations with Sales Automation

While 3D configurators enhance how customers interact with products, sales automation focuses on resolving inefficiencies behind the scenes, completing the digital transformation. In fact, sales automation can increase efficiency by 10–15% and drive revenue growth by 5–10%.

On average, salespeople spend only 34% of their time actually selling. The rest is consumed by administrative tasks, manual quote preparation, and follow-ups. By automating these processes, businesses can streamline operations, enabling sales teams to focus on what they do best.

Automating Quote Generation for Better Efficiency

For outdoor living contractors, creating quotes is often a time-consuming bottleneck. It involves measuring spaces, calculating materials, and estimating labor – tasks that can take hours. Automation simplifies this process, cutting down the time dramatically.

Dekor sencila CEO Jozica Z. shared how their business transformed with SaleSqueze:

“SaleSqueze configurator helped us prepare 4 times more pergola offers compared to the previous year, when we prepared all offers manually.”

With tools like SaleSqueze, multi-hour quote generation is reduced to a single click, producing branded, professional presentations. Real-time pricing calculations ensure accuracy while maintaining a polished look. This speed is critical – 78% of customers choose the first company to respond.

Spa Solutions CEO Dylan A. also noted the impact of automation on their customer experience:

“The pergola 3D configurator is the best. Customers are confident about what they are getting. We do not spend time on quote preparation, as it is done automatically. Our inquiry-to-customer conversion rate is 17%, thanks to a great online experience.”

Beyond saving time, automation minimizes errors and ensures consistent quality across the sales team.

Centralized Sales Dashboards for Better Management

As businesses grow, managing leads, tracking project stages, and coordinating team efforts becomes increasingly complex. Centralized dashboards solve this challenge by consolidating all sales data into one easy-to-navigate interface.

These dashboards provide real-time insights into critical metrics: which leads are the most promising, where deals may be stalling, and how individual team members are performing. Interestingly, while 93% of sales teams track basic metrics, only 21% focus on activities that directly drive revenue. Centralized dashboards help pinpoint the actions that truly make a difference.

For pergola and veranda contractors, dashboards can monitor lead origins, project values, installation schedules, and communication histories. This visibility helps businesses identify trends, like which marketing channels bring in the highest-value leads or which sales tactics close deals most efficiently.

Additionally, these systems eliminate data silos. When teams across sales, marketing, and operations all work from the same platform, collaboration improves, and miscommunication drops significantly.

How Sales Automation Affects Operations

Automation can handle about one-third of all sales tasks, freeing up time for sales teams to focus on qualified leads rather than wasting effort on uncommitted prospects. Faster, more consistent responses also improve customer service.

Businesses using automation report a 10% average increase in conversion rates compared to those relying on manual methods. According to Nucleus Research, every $1 invested in sales automation generates an average return of $8 in revenue. That’s a compelling case for adopting these tools.

Automation ensures no lead slips through the cracks. Every inquiry is captured, sorted, and nurtured without constant manual oversight. Automated follow-ups keep prospects engaged, even if they aren’t ready to buy immediately. Over time, many of these leads convert when the timing is right.

For high-value outdoor living projects, where purchases often involve lengthy decision-making processes and multiple stakeholders, automation ensures steady communication. It keeps the momentum going, even during longer sales cycles. By addressing these operational challenges, businesses can use technology to stay ahead in a competitive market.

Providing 24/7 Access with Customer Self-Service Tools

Sales automation may handle the behind-the-scenes tasks, but self-service tools put the power directly into customers’ hands. These tools cater to the modern buyer’s preference for independent research and decision-making. In fact, 75% of buyers prefer an “agent-free” sales experience, and 81% of consumers try to solve issues on their own before reaching out to a live agent.

For outdoor living contractors, this trend is a game-changer. High-ticket projects like pergolas and verandas often involve a lot of deliberation. Customers want the freedom to explore options, visualize designs, and understand pricing – without the pressure of a sales call. Self-service configurators make this possible, capturing leads at any hour while letting customers take the reins. This shift not only empowers buyers but also streamlines operations for contractors.

Giving Customers Personalized Experiences

Self-service configurators offer a level of personalization that resonates with today’s buyers. These tools let customers design their dream pergola or veranda in real time. Interactive 3D and AR content can increase customer engagement, with some businesses reporting a 47% boost in sales and 150% longer engagement times.

What makes these tools so effective is the instant, visual feedback they provide. When customers tweak dimensions, switch materials, or add features, they see the changes reflected immediately in realistic 3D. This transparency builds trust and helps eliminate doubts. 66% of shoppers say 3D configurators give them more confidence to make a purchase.

In addition to design, modern configurators integrate with pricing systems to display real-time costs. As customers choose premium materials or add features like motorized components, they see exactly how these decisions impact their budget. This upfront clarity prevents surprises later and helps customers make informed choices.

The experience doesn’t stop at the product level. Configurators can be customized with a contractor’s branding, including logos and company colors, ensuring a polished, professional look. Customers even receive branded quotes that mirror what a salesperson would provide, maintaining consistency and trust throughout the process.

Increasing Conversion Rates Through Self-Service

By removing barriers in the buying process, self-service tools significantly improve conversion rates. Brands using interactive customization tools report 40% higher conversion rates, and live customization features lead to a 45% increase in add-to-cart rates.

The longer customers spend configuring a product, the more likely they are to commit. Shoppers who spend three or more minutes adjusting features are 72% more likely to make a purchase. This level of engagement turns casual browsers into serious buyers.

Self-service tools also speed up the sales process. Traditionally, selling outdoor living solutions involves several meetings, site visits, and back-and-forth discussions about specifications and pricing. Configurators allow customers to explore a wide range of options in one session, narrowing their preferences without requiring immediate human involvement.

The data gathered from these interactions is invaluable. Contractors can track which features customers explore most, how much time they spend on specific options, and what price ranges they consider. This information helps sales teams focus on leads that have already shown strong interest.

88% of customers expect brands to offer self-service support portals. Meeting this demand positions outdoor living contractors as forward-thinking businesses that understand modern buying habits. This adaptability lays the groundwork for tracking performance, which will be discussed in detail in the next section.

Mobile-Friendly Interfaces for On-the-Go Customers

In today’s world, mobile optimization isn’t just a nice-to-have – it’s a must. 67% of customization sessions begin on smartphones, making a mobile-friendly experience essential for capturing leads. Whether customers are relaxing in their backyard, checking out a neighbor’s pergola, or browsing during their commute, they need easy access to these tools.

Mobile configurators should feature touch-friendly controls, quick loading times, and gesture-based navigation. The experience should feel seamless, whether on a smartphone or a desktop. When customers can rotate 3D models, zoom in on details, and make adjustments with simple taps, they’re far more likely to complete the design process.

These tools also allow for an uninterrupted experience across devices. Customers can start designing on their phone and pick up where they left off on a tablet or computer, ensuring they stay engaged throughout their decision-making journey.

For contractors, mobile-friendly configurators offer another advantage: they’re perfect for on-site demonstrations. Sales reps can use them during property visits to make real-time adjustments based on customer feedback. This immediate visualization addresses concerns on the spot, helping customers see how different options would look in their space.

The combination of round-the-clock availability, personalized experiences, and mobile accessibility makes self-service tools a powerful asset. Customers can explore, design, and request quotes whenever it suits them, while contractors gather valuable leads and insights – all without needing to be hands-on. These tools set the stage for deeper performance analysis, which will be covered in the upcoming section on key performance indicators.

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Measuring Success with Key Performance Indicators

Once outdoor living contractors implement tools like 3D configurators, sales automation, and self-service platforms, the next step is figuring out how to measure their impact. Key Performance Indicators (KPIs) help break down data into actionable metrics that show how well a business is performing. Without tracking these metrics, it’s tough to tell if your investment in technology is working or where adjustments are needed.

The trick lies in focusing on KPIs that directly connect to business goals. Effective KPIs follow the SMART framework: they’re specific, measurable, achievable, relevant, and timely. For outdoor living contractors, this means monitoring metrics that highlight how technology improves sales efficiency, lead quality, and revenue growth. These numbers tie back to the operational and customer engagement benefits discussed earlier. Let’s dive into the key metrics that can reveal how technology is shaping your business.

Important Metrics to Track

For outdoor living contractors, the most impactful KPIs generally fall into three categories: operational efficiency, lead generation, and revenue performance. These metrics help businesses assess team performance, refine sales cycles, and increase revenue.

  • Quote generation speed: This metric measures how quickly your team can create accurate quotes for customers. Automated systems turn what used to take hours into a task that can be completed in minutes, increasing customer satisfaction and lead-handling capacity.
  • Lead qualification rates: This shows how well your technology attracts serious buyers instead of casual browsers. Tools like self-service configurators and 3D design features naturally filter out less committed prospects. Customers who spend time designing their dream pergola are more likely to follow through with a purchase.
  • Conversion rates: This is the percentage of prospects who become paying customers. Interactive tools that let customers visualize their outdoor spaces create a more engaging experience – something 73% of buyers say influences their decision.
  • Revenue growth: At the end of the day, total revenue and average order value are key indicators of success. Tracking these numbers shows whether technology is helping close larger deals and encouraging upgrades or add-ons.
  • Customer retention: Keeping customers coming back is just as important as attracting new ones. Even a small 5% increase in retention can boost revenue by 25–95%, depending on the industry.

Real Results from SaleSqueze Users

Contractors using SaleSqueze have seen tangible results that highlight the power of technology. By cutting quote generation times from hours to minutes, businesses not only save time but also capture more leads by responding while customer interest is at its peak.

The impact on lead generation has been even more striking. Some users report a 486% increase in leads and quotes after adopting 3D configurators. This jump is largely thanks to the 24/7 availability of self-service tools and the engaging, interactive design experience they offer.

Revenue growth has also been dramatic. Many SaleSqueze users have experienced a 40% sales increase within three months of using the platform. Some have even doubled their sales by combining faster workflows with higher-quality leads.

In terms of quote volumes, the results speak for themselves. One group of SaleSqueze users generated 40 quotes totaling $10 million in their first month on the platform. These results aren’t limited to large businesses – small and medium-sized contractors have also seen significant gains. When customers can design their ideal pergola in 3D, see pricing in real time, and request a quote instantly, they’re more likely to move forward with their projects.

Before and After: Manual vs. Automated Workflows

A side-by-side comparison of manual versus automated workflows highlights the advantages of technology:

Metric Manual Process Automated Process Improvement
Quote Generation Time 2–4 hours per quote 15–30 minutes per quote 70% faster
Daily Lead Capacity 3–5 qualified leads 5× more leads Up to 400% increase
Lead Response Time 24–48 hours Instant Real-time response

Automated workflows eliminate the constraints of traditional business hours. Instead of relying on phone calls, emails, and in-person meetings, automation delivers immediate responses. Whether a customer reaches out at 10 AM or 10 PM, they get consistent, prompt service.

By automating quote generation and using interactive configurators to pre-qualify leads, contractors can spend more time closing deals and less time on administrative tasks. This shift not only boosts efficiency but also provides valuable data to fine-tune sales strategies.

These measurable gains create a ripple effect, empowering contractors to make smarter, data-driven decisions and maximize their return on technology investments.

Conclusion: Staying Competitive with Technology

The outdoor living industry is on a rapid upward trajectory, with projections estimating the market will hit $3.66 billion by 2033. In this booming space, technology is becoming a game-changer.

Contractors using tools like 3D configurators, sales automation, and self-service platforms are transforming the way customers interact with their businesses. When homeowners can visualize their ideal pergola in 3D, receive instant pricing, and request quotes any time, it creates a smooth and trustworthy experience that encourages sales. These advancements aren’t just convenient – they deliver measurable results.

For instance, SaleSqueze users have reported impressive gains: contractors saw sharp increases in leads and quotes, achieved noticeable sales growth within mere months, and generated millions in quote values in their first month alone.

Technology also tackles one of the industry’s toughest hurdles: labor shortages. By automating time-consuming tasks like generating quotes and qualifying leads, contractors can focus more on designing stunning outdoor spaces and finalizing deals. This kind of efficiency helps businesses exceed the expectations of today’s homeowners.

SaleSqueze’s ready-to-use solutions take these benefits even further. They allow businesses to offer personalized experiences and provide instant, accurate information. Homeowners want to explore options, see realistic designs, and move at their own pace. With prebuilt configurators that can be launched in just one day, SaleSqueze simplifies lead capture and automates quotes – all while maintaining your personal touch.

The takeaway? Now’s the time to embrace technology. Contractors who invest in these tools today will set the standard for tomorrow, delivering standout customer experiences while building more efficient and profitable businesses.

FAQs

How can 3D configurators help outdoor living businesses attract more customers and close more sales?

3D configurators give customers the ability to design and personalize their outdoor projects in real-time, making the process more interactive and engaging. By allowing users to see their pergola or veranda come to life with customized options, these tools help build confidence and enthusiasm in their decisions.

This interactive experience doesn’t just make customers happier – it also benefits businesses. Higher engagement and clearer expectations lead to more qualified leads. As a result, sales cycles tend to shorten, conversion rates improve, and outdoor living businesses gain an edge in today’s technology-focused market.

What are the key advantages of using sales automation in the outdoor living industry?

Sales automation brings a host of advantages to outdoor living businesses, especially those focused on pergolas and verandas. By taking over repetitive tasks, it frees up valuable time for teams to concentrate on nurturing relationships and sealing deals.

Here are some standout benefits:

  • Boosted productivity: Automating tasks like follow-ups and lead tracking can increase sales team efficiency by as much as 14.5%.
  • Better customer experiences: Faster, more tailored interactions are possible, with response times improving by over 20% through automation.
  • Greater field sales performance: On-site teams can enjoy a 23% jump in productivity with tools that streamline scheduling and communication.

Incorporating sales automation into daily operations allows outdoor living businesses to streamline processes, secure more sales, and maintain a competitive edge.

How do self-service tools enhance customer satisfaction and simplify operations for outdoor living contractors?

Self-service tools empower customers to take charge of their projects. They can explore options, customize designs, and get instant answers – all at their own pace. This added convenience not only saves time but also enhances their overall experience, leaving them more satisfied.

For contractors, these tools take care of repetitive tasks like generating quotes or handling inquiries. By automating such processes, contractors can reduce manual work and focus on more important tasks. This efficiency allows them to manage more projects while ensuring a smooth and hassle-free experience for their clients.

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