Using a Simple Product Configurator For Salesforce
Quick and Simple way to configure products and product bundles in real-time
Simple Product Configurator allows you to quickly and easily configure bundles or groups of products on an Salesforce opportunity or quote. The configured bundle can be edited, discounts applied and quantities changed, all in real-time!
A Product Configurator does what it says on the tin – it helps you configure products! In the app that Matthew walks though above, he shows you three different ways that products can be configured in Salesforce.
Matthew’s demo above shows you exactly how easy it is to use a Product Configurator with the FlexPricer app that can be installed in Salesforce. The app offers a super simple way to configure products and can be set up really quickly and easily.
Watch Matthew’s demo and you can see for yourself.
No – not at all!
FlexPricer works on standard Salesforce Products, Opportunities, Opportunity Products, Quotes and Quote Line Items. And it works with the exact same standard fields on these objects, so it can plug straight in to your business process. No messing around with a big reconfiguration and changes to your business process.
The main reason is to make sure that you can quickly create opportunities and quotes with the right combination and configuration of products. It ensures that quotes that you send out are accurate and are not missing vital information.
Whether you choose to configure fixed product bundles, guided product bundles or the product configurator – all of these options are available pre-configured, out-of-the-box and only need you to upload the relevant records.
We love FlexPricer! It gives us much more flexibility than the traditional Salesforce Products & Pricebooks and gives our Sales team a much more intuitive experience. Glad to see it’s a product CRM Superstars continues to invest in. Great work!
The FlexPricer app demo’d is nowhere near the price to license, configure or use of big, complex CPQ solutions. FlexPricer was designed by Matthew himself (he’s been involved in the Salesforce Ecosystem since 2007) and based entirely on the needs identified with his customers. As a consultant who focuses on small and mid-sized businesses, you’ll find that FlexPricer is priced sensibly for every size business.
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