Managing Complex, High-Value Sales
Conservatories and orangeries represent the premium end of the home improvement market. With order values ranging from £10,000 to £50,000+, these are not impulse purchases — they require careful nurturing through a longer sales cycle.
The Unique Challenges
Extended Decision-Making
Customers typically take 2-6 months from initial enquiry to order. During this time, they're researching options, getting multiple quotes, discussing with partners, and sometimes waiting for planning permission. Your CRM needs to keep these leads warm without being pushy.
Multiple Touchpoints
A conservatory sale might involve: initial web enquiry, phone qualification call, home visit for survey, design consultation, quote presentation, follow-up visit, deposit collection, planning submission, build scheduling. Each touchpoint needs to be tracked.
Technical Requirements
Conservatory sales involve technical details that need capturing: foundation requirements, drainage, building regulations, party wall considerations, and structural calculations. Your CRM should store these alongside the standard lead information.
Pipeline Management for High-Value Sales
Visual Pipeline Boards
See every conservatory lead at a glance, organised by stage. Instantly identify which deals are stuck, which are moving, and which need attention.
Weighted Pipeline Value
Not every quote will convert. Weight your pipeline by probability to get a realistic forecast: a £20K quote at the "survey completed" stage might have a 40% probability (£8K weighted value), while one at "verbal agreement" stage has 80% (£16K weighted).
Activity Reminders
The system should automatically remind reps to follow up on quotes that haven't received a response within your defined timeframe. For high-value sales, a structured follow-up cadence is essential.
Reporting for Premium Products
Track conservatory and orangery sales separately from standard window replacements:
- Average time from enquiry to order
- Quote conversion rate (typically lower than windows, but much higher value)
- Common objections and loss reasons
- Revenue per lead source