Define the intended commercial change
Choose one problem to measure first: buyers cannot compare roof options, inquiries arrive without dimensions, or proposals take too long to prepare. Record the current stage performance and define the intended improvement. For a UK installer, distinguish requests in its service area from supply-only or out-of-area inquiries so the comparison reflects the work it can actually quote.
Use Configurix implementation evidence
Elite Aluminum's project includes pergola and sunroom configurators with automatic item-SKU quotes. Tenteks Italia's project includes Pergotenda, bioclimatic and multi-product configurators plus wider software and a website. Use these examples to frame an evaluation of your own products and commercial documents. Run a typical inquiry and quote revision through the proposed process before choosing which stages to measure.
Compare matching outcomes
Track submitted inquiries through commercial qualification and issued proposals using consistent periods and definitions. Separate traffic changes, campaigns and follow-up practices from the software change. Record actual outcomes during the pilot before using a measured result in your marketing.
Implementation checklist
- Defined commercial problem
- Scope proven with your catalog
- Matching funnel definitions
- Observed outcomes