Inventory what your CRM already does
A CRM may include quoting, CPQ, custom objects or specialist extensions. List the actual tools in your setup and trace a recent pergola sale from customer record to specification and issued proposal. Identify which details are structured fields, attachments or information held in another application.
Quote two products for one contact
Create two site projects for the same customer, with different dimensions and accessories. Ask the salesperson to find the correct configuration and issued quote for each project after ownership changes. Compare how a CRM extension and the proposed Configurix workflow distinguish customer, site, configured product and commercial document.
Buy against the gaps you can demonstrate
Record the information staff must re-enter, the calculations performed elsewhere and the records that become hard to find. Use those gaps to specify a Configurix evaluation or a CRM improvement. Request the same sample outputs from both proposals and compare setup, data migration and ongoing administration.
Implementation checklist
- Existing quote and CPQ scope
- Contact and site distinguished
- Two product records retrievable
- Measured gaps and migration effort