Flexpricer’s Vision Product Selector for Salesforce makes it easy to rapidly search for and add products to an Opportunity or Quote.
The efficient and user-friendly interface provides multiple options for searching, selecting and adding line items.
Vision Product Selector’s ‘Quick Add’ search functionality offers users a simple, single picklist in which to type their search.
The app automatically searches the Product object to find results and dynamically populates the picklist with matching search results.
Offering predictive search results makes it quicker and easier and easier than ever for users to rapidly find the product they are looking for.
SOSL is Salesforce’s built in search language and offers support for getting indexed search results by typing the initial characters of a word and ignoring the diacritics (accents). This can be extremely useful when product data is saved in languages that use diacritics.
SOQL is an advanced method of searching that allows users to search any text or picklist field for characters contained within the text, not just at the beginning as is required by SOSL.
Vision Product Selector for Salesforce makes it easy for administrators to toggle between SOSL and SOQL depending on the most appropriate search format for their data.
Imagine adding a line item in just one click. No navigating around pages of results and required fields like the standard product selector in Salesforce.
It’s as simple as that. With Vision Product Selector, it is super easy to add line items to an Opportunity or Quote in just 1 click.
If you need to see more product detail than can be offered in a picklist of results, use Advanced Search with Product Cards.
The same search technologies are deployed in Advanced Search and the results are returned in a card display with more details from the product record.
Loaded 12 results at a time, Product Cards are a simple, manageable way to compare products before selecting the right one for the Opportunity or Quote.
Product Cards offer a more visual representation of your products and are quickly enhanced by a simple way of adding different quantities in a single click.
If some of your products have common quantities, use 1-click Quantities on Product Cards to rapidly add those quantities as the default quantity of the line.
Configurable using a multi-select picklist on Product, Vision Product Selector automatically creates buttons for your rapid quantities options. E.g. Add 10 | Add 20 | Add 30
Make it easy for your sales users to save their favourite products with User Favourite Product Cards.
Each user can select up to 12 products that will load at the top of the Product Card list every time they use Flexpricer’s Vision Product Selector.
All they need to do is click on the gold star on the Product Card and that product will be top of the card display every time the interface loads.
Flexpricer completely revamps how you add products, allowing for advanced searching, filtering, showing detailed information about products, and providing extra user guidance.
Improve efficiency and user adoption with Flexpricer’s Vision Product Selector for Salesforce. Quickly add products to your Opportunities or Quotes, Make and see changes in real-time with the super fast and intuitive interface.