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B2B SALES & MARKETING HEALTH CHECK

Does Your Digital Sales Channel Meet Modern Buyer Standards?

Find out in less than 5 minutes!

Your website is your most powerful salesperson. By the end of 2025, 80% of B2B sales interactions will happen in digital channels.

If you are selling customizable products, take this quiz to see how well your digital sales channel meets modern B2B buyer expectations. You’ll get a personalized recommendation at the end!

1

Buying Experience & Customization Options

B2B buyers want the freedom to explore and customize products without waiting on sales. If they can’t configure options, see changes in real time, or check feasibility online, they’ll move on. A smooth, interactive experience makes decision-making easier and keeps buyers engaged.

How Do Buyers Currently Explore Your Configurable Products Online?

They browse static product pages with images and spec sheets.
You offer some interactive content, like videos or 360° product viewers.
Buyers can interact with 3D models, customize products, and see real-time changes.

How Easily Can Buyers Understand Your Customization Options?

They need to contact sales for explanations or request product demos.
You provide PDF catalogs, spec sheets, and technical drawings for buyers to review.
Buyers can interact with a 3D configurator that visually shows options and functionalities.

How Do Buyers Know If What They Want Is Manufacturable?

They submit a request and wait for sales or engineering to manually verify feasibility.
Some predefined rules guide buyers, but your teams still review and adjust configurations.
You have a rule-based configurator that automatically validates configurations in real-time.
cpq configurator

2

Brand Positioning & Buyer Engagement

For B2B buyers, your website isn’t just a catalog—it’s their first impression of your company. A strong digital presence with clear messaging, interactive tools, and a seamless experience builds trust and positions you as an industry leader.

Does Your Website Showcase Your Brand as Innovative?

It looks outdated and doesn’t reflect a modern B2B company.
It is professional but lacks elements that demonstrate innovation.
It showcases your brand as forward-thinking with a digital experience that engages buyers.

How Do Buyers Finalize Their Product Configurations?

They go back and forth with sales reps over email to confirm details.
They submit a request and wait for sales to approve the configuration.
They finalize everything online—configurations are validated and production-ready instantly.

How Engaged Are Buyers When Exploring Your Website?

They visit briefly, skim a few pages, and leave without taking action.
They browse some content, but don’t interact beyond reading or watching.
They actively explore, customize products, and engage with interactive tools.
ai powered 3d configurator

Sales Efficiency & Buyer Enablement

B2B sales are no longer built on calls and back-and-forth emails. 44% of millennial B2B buyers prefer to make B2B purchases without interacting with a sales rep. They expect a fast, self-service experience. Your website should let them configure products, see pricing, and move forward without delays.

3

How Do You Provide Pricing for Configured Products?

Buyers fill out a form to request a quote, and it takes days to receive pricing.
You provide price ranges on your website, but pricing still requires sales involvement.
Buyers see real-time pricing updates on your website as they configure their product.

How Are Buyers Finalizing Their Product Configurations?

They go back and forth with sales reps over email to confirm details.
They submit a request and wait for sales to approve the configuration.
They finalize everything online—configurations are validated and production-ready instantly.

How Do Buyers Share Product Selections with Stakeholders?

They manually collect information and send emails to stakeholders.
You offer some downloadable PDFs, but collaboration is limited.
Buyers can generate and share interactive 3D previews for faster decision making.
sales configurator

Digital Integration & Automation

Modern B2B buyers expect instant access to order tracking, and documentation—without relying on sales reps. A well-integrated digital sales channel ensures buyers can manage everything themselves, from downloading guides, to reordering and tracking their purchases.

4

How Do You Generate Technical Documents for Custom Orders?

Engineers create CAD files, BOMs, and specs manually after an order is placed..
Some automation exists, but engineers still need to review and adjust files.
CAD files, BOMs, and manufacturing specs are generated instantly.

How Do Buyers Track Orders and Production Status?

They must contact sales or customer support for updates.
They receive automated emails, but tracking requires manual follow-ups.
Buyers can track their order status in real time through an online portal.

How Do Buyers Access Past Orders and Make Repeat Purchases?

They must contact sales and start the process from scratch.
Buyers can view past orders, but any modifications require sales assistance.
Buyers can log in, retrieve configurations, make changes, and place new orders on their own.
ERP product configurator

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.

Results: Take the Quiz First!

Answer all questions to see results.

Results: Your Digital Sales Channel Needs an Upgrade

Your website isn’t built for today’s B2B buyers, making it harder to stand out, engage, and move deals forward. If it doesn’t differentiate your brand, provide real-time product interaction, or streamline the buying process, you are losing opportunities to competitors.

Next steps to improve:

Results: Your Digital Sales Channel Delivers, But Could Be Smoother

You have a good foundation, but buyers still face friction when engaging with your brand, configuring products, and completing purchases. Making your website more interactive, automated, and differentiated will give buyers a smoother experience and increase conversions.

Next steps to improve:

Results: Your Digital Sales Channel Is Built for Modern B2B Buyers

Your digital experience engages buyers, strengthens your brand, and makes purchasing seamless. Buyers can explore, customize, and price products effortlessly, while your sales and production teams operate efficiently.

Next steps to improve:

Anthony Temperante
In B2B, a strong digital experience sets the tone for how buyers perceive your brand. A 3D configurator gives them the ability to explore, customize, and move forward—without unnecessary delays or sales friction.
— Anthony Temperante, VP Sales & Marketing

Want to Transform Your Digital Experience with a 3D Configurator?

Your Recipe for Success Starts Here: