Choosing Between Guided Selling or Visual Product Configurator

CPQ Decision: Guided Selling versus Visual Product Configurator

There are a number of ways to automate the configure-price-quote process. Most CPQ vendors offer guided selling, others offer a product configurator with pictures. A few offer interactive 2D drawings or 3D model product configurator. What should you go with? Let's dissect the differences between two popular CPQ product offerings.

From the time that we had launched our drag-and-drop 2D and 3D Product Configurator, many companies have asked: "What is the difference between a standard product configurator and Powertrak's visual product configurator? Is my company best suited for guided selling, two-dimensional or three-dimensional configurator? Can I start out with guided selling and then upgrade to visual or do I have to commit to visual from the start?"


Our philosophy is to CRAWL, WALK, RUN. That means if you’re not ready to jump into an advanced VISUAL product configurator project, that’s fine, start with traditional guided selling. The same scenario goes with 2D vs 3D, start with the project that you’re most comfortable with. Our platform is built to support both guided selling and visual product configurations – all within the Powertrak toolset.

Let’s take a look at two different quoting and ordering experiences that Powertrak offers: guided selling vs. the interactive, visual product configurator.

Custom design outdoor playsystems with Powertrak 3D Configurator

Select slides, tunnels, swings, and other accessories and place it onto the virtual 3D model.


Guided Selling is very much like a scripted survey experience. The buyer answers a series of questions to help them choose the product that best fits their needs. Guided selling is effective and straight-to-the-point but not flashy. The cascading series of questions allows the buyer to either click a radio button or enter a quantity number.

When is a guide selling approach useful? Basically, guided selling is useful when visualization is not necessary. For example, let’s say you’re building a personal computer. The guided selling approach walks through a series of questions and asks you to select the type of processor from a pick list, enter the size of hard disk, choose the type of operating system, and enter the number of USB ports. Most often, seeing an image of a processor won't influence your decision.


Zoom in to strategically place equipment into an appropriate location.The Visual Product Configurator approach is very different than guided selling.

This experience enables users to interactively place accessories anywhere (acceptable) on the main product.

The user can visualize the final design and also see how different products move and attach. These features help influence the decision process.

When is a visual configurator useful? Let’s say you want to design and buy a backyard play equipment for your kids.

With Powertrak 3D Product Configurator, you'll start the design by selecting a platform and placing it into the scene. Next, select and attach slides, tunnels, swings, ramps, and ropes by dragging-and-dropping those accessories onto the virtual product rendering.

This experience is much more flexible, entertaining, and intuitive for custom designing configurable products.

From more information on our visual configurators, please engage with our online chat agent or click on the following buttons to schedule a demo or watch a recording.


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