B2B MARKETING CHECKLIST
Is Your B2B Business Ready to Leverage a 3D Configurator?
Find out your marketing, sales, and scaling challenges in less than 5 minutes!
Is Your Marketing Facing Challenges a 3D Configurator Could Solve?
Go through the checklist below to see where you're struggling — Check off your challenges and get a personalized recommendation based on your score!
Is Your Sales Team Equipped to Close Deals Efficiently?
Even the best marketing efforts won’t generate revenue if your sales team lacks the tools to close deals quickly. Slow quoting, errors, and reliance on engineers create friction, leading to lost opportunities and frustrated buyers.
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Does Your Sales Team Need Engineers to Create Drawings or Previews?
A rule-based 3D configurator lets sales teams or buyers configure products themselves, without waiting on engineers for product previews or CAD drawings.
Is Your Quoting Process Slow and Prone to Errors?
A visual CPQ built into a 3D configurator calculates prices dynamically based on selections, rules, and modifiers—then displays them instantly, so sales don’t need to calculate manually.
Are Your Sales Reps Struggling to Explain Complex Product Functionalities?
A 3D configurator with 3D model animations showcases moving components like sliding doors or rotating panels, helping buyers visualize functionality and make faster decisions.
Is Your Marketing Generating the Right Leads?
Driving traffic isn’t enough—your marketing needs to attract high-quality leads who are ready to purchase. If your website isn’t engaging decision-makers or helping them explore product options, you might be missing out on serious leads.
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Do You Find it Difficult to Attract High-Quality Leads to Your Website?
A 3D configurator turns passive visitors into engaged leads by allowing them to customize products, explore pricing, and submit pre-configured quote requests.
Is Your Website Not Engaging B2B Leads as Much as You’d Like?
Interactive 3D models keep buyers engaged longer, allowing them to rotate, zoom, and explore product details in real time, building confidence and trust.
Are You Finding it Hard to Differentiate Your Brand?
A 3D configurator with an advanced AI assistant showcases your brand values and positions you as a forward-thinking partner, making you more attractive to B2B buyers.
Is Your Buying Experience Helping Conversions?
Attracting high-quality leads is a good start. But If buyers struggle to explore options, customize products, or get pricing, they’ll drop off before reaching sales. Your digital experience needs to guide them smoothly toward a purchase.
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Are Your Buyers Struggling to Customize Complex, Multi-Component Products?
A 3D configurator with modular configuration lets buyers add, arrange, and configure components while seeing how it will look and function in real time.
Do Buyers Have to Submit a Request and Wait Too Long for Quotes?
A 3D configurator with Visual CPQ generates real-time pricing based on selected options, quantity, and rules—eliminating back-and-forth with sales and speeding up decision-making.
Can Buyers Adjust Dimensions as Precisely as Your Products Allow?
A 3D configurator with Parametric Models lets buyers set exact dimensions while automatically ensuring all configurations stay valid and manufacturable.
Are Your Marketing, Sales and Production Teams Aligned?
When teams work in silos, misalignment leads to errors, delays, and lost revenue. If marketing, sales, and production don’t share data, processes break down. Clear communication and integrated systems are key to keeping operations efficient.
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Are Your Engineers Overloaded with Repetitive Sales Support Tasks?
A 3D configurator frees engineering teams on repetitive tasks. It generates BOMs, CAD drawings, assembly instructions, and cut sheets, giving manufacturing everything needed.
Are Incorrect or Incomplete Orders Causing Production Delays?
A 3D configurator applies engineering and manufacturing rules in real time, automatically adjusting dimensions, placements, and materials to ensure every order is valid.
Are Marketing, Sales, and Production Working in Silos With Different Data?
A 3D configurator can integrate with your ERP, CRM, and PLM systems. This keeps pricing, materials, and manufacturing constraints updated and aligned across teams.
Production Dashboard for KILO Furniture Configurator
The configurator nests product parts on plywood and generates G-code for CNC machines, along with stickers for labeling each furniture part. These features streamline the entire manufacturing process and minimize errors.
Are You Able to Scale Your Business?
Marketing can drive more leads, but if sales and production can't scale, growth will hit a wall. Expanding into new markets, handling more orders, or maintaining brand consistency becomes challenging without the right systems in place.
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Is Pricing and Measurement Complexity Limiting Your Expansion?
A 3D configurator supports multi-currency pricing, regional price rules, and unit conversions, ensuring accurate quotes in any market.
Can Your Sales Team Handle More Leads Without Slowing Down?
A 3D configurator automates configuration, pricing, and order documentation, allowing sales to close more deals without increasing workload.
Are You Struggling to Maintain Brand Consistency Across Sales Channels?
A 3D configurator ensures all channels—direct sales, distributors, and e-commerce—follow the same pricing, configurations, and branding.
You May Not See the Challenges But They are Around the Corner
You might not have faced all these challenges yet—or maybe they haven’t become urgent. But if your marketing team struggles to generate high-quality leads, and sales and production still rely on manual, disconnected workflows, inefficiencies will catch up. Many B2B companies only realize they need a 3D configurator once bottlenecks start limiting growth and revenue.
Discover how 3D configurators can help your sales and production teams align here.
Buyers Are Interested, But Friction Is Slowing You Down
You're generating interest, but buyers may be dropping off due to a lack of engagement, slow quoting, or a complex customization process. If sales and production can’t keep up, scaling will be difficult. Now is the time to explore how a 3D configurator can remove friction and help you convert more leads into customers.
Watch our webinar to see how construction and outdoor living companies leverage the power of 3D configuration here.
You Know the Challenges—Now It’s Time to Fix Them
You already know the challenges you’re dealing with—and you likely already know that a 3D configurator could help. Maybe your leads aren’t converting, your sales cycles are too slow, or production is struggling with misconfigured orders. The good news? You’ve done the hardest part: realizing the problem. Now, it’s about finding the right solution.
Learn more about Salsita 3D Configurator for B2B and construction businesses here.
You’re Ready for a Solution—Now Let’s Find the Right Fit
You’re fully aware of your pain points—and you’re likely already looking for a 3D configurator. Maybe you’ve tried one before, but it didn’t integrate well, lacked advanced features, or failed to deliver the expected ROI. You don’t just need a 3D configurator—you need the right one.
Book a personalized demo with our experts to see if Salsita 3D Configurator is a good fit here.
“A great 3D configurator isn’t just a visualization tool—it’s a growth engine. It boosts engagement and conversions, speeds up sales cycles, reduces errors, and keeps marketing, sales, and production aligned. If your business is struggling in these areas, the right 3D configurator can be a game-changer.”