Work Smarter. Manage Better. Grow Faster.
With 20+ years of experience with Salesforce.com and 100+ implementations, we can help you and your business embrace Salesforce.com. We service SMB, Mid-market and departments of enterprise accounts nationwide. In our consulting and support for Flexpricer CPQ, our team speaks the language of B2B companies in Oil & Gas, Engineering, Manufacturing & Construction.
FlexPricer is a modern, simple to use CPQ app for Salesforce that automates common sales strategies and overcomes common sales challenges. In today’s fast and dynamic business environment, most companies must stay flexible with prices of products and services to be competitive and compelling.
With Flexpricer, you will quickly get the right products in front of an opportunity. Automating price adjustments will work out the right price for those products. Then, easily create and send a document with those products and prices.
Include opportunity product custom fields in the real-time interface to capture additional relevant information.
Quickly add predetermined quantities of your products.
Display more details from search and store favourites to quick add to the opportunity.
Select up to 12 products that appear as the first product cards, provided they are in the selected pricebook.
Allows the sales user to launch a Salesforce quote template from the FlexPricer interface.
Set default quantities of products to be added to opportunities.
Instant, in-browser, notifications of useful sales intelligence.
View and save product prices and line items by increasing the number of decimal places.
Change the terminology used in FlexPricer to be specific to your organization and local languages.
Show or hide by default additional line item fields or profit calculations.
Remove the ability for any user to edit, add or remove line items using the FlexPricer interface.
Recommend suitable alternative products to Up-sell or Down-sell.
Display additional products that could be sold alongside existing quote line items.
Pop-up configurator with product options and predetermined quantities. Take your Opportunity and Quote Line Items to another level.
Automatically add related products to an opportunity based on the products you’ve selected.
Revise the opportunity total amount and automatically spread the discount proportionately across the products.
Highlight products that are compatible (or incompatible) with others.
Filter products from your selected pricebook based on warehouse or other location.
View a quick summary of how the total discount has been spread across items.
Guarantee the right price for every customer, every time.
Set pricebooks by accounts rather than opportunities so each time a client orders, you use the right pricebook.
Guarantee a standardised discount to all opportunities in an account.
Lock-in agreed product prices or discounts for different clients – so they always get their agreed price. Includes expiry dates.
Make products specific to an Account (or Customer) – they will then appear in search results only for certain accounts.
Change the sales price of groups of products for groups of customers.
Search or download an Account price list without having to create a pricebook for each Account.
Sell more with maximum profit/margin using product-focused sales strategies.
Generate more profit by grouping products together to sell at a special bundle price.
Offer discounts for larger orders at certain volume breaks and encourage up-selling.
Apply tiered discounts based on the quantity of products added to an opportunity.
Set up products whose price is dynamically calculated based on the value of other products on the opportunity or quote.
Allows products to only become available for a time-limited period between a start date and end date.
Automatically apply a discount to a product when that product is added to an opportunity between the discount start date and discount end date.
Add a negative-value line item to opportunities and quotes.
Price per thousand or other denomination, as suits your product range.
Creates an automatic calculation of square/cubic measurements when quantities are driven by dimensions.
Exclude certain products from search, account discount and account price lists.
“Dylan is an amazing resource to the Salesforce ecosystem. He’s a fantastic selling partner and is highly customer-success minded during and after a Sales cycle. I can’t recommend him
“An excellent team that helped us develop and implement our Salesforce platform. Professional and responsive. 5 Stars.”
“Dylan has a top-notch team of professionals who provided us with a Salesforce solution that was beyond our expectations. The Salesforce that we now have is simplistic, easy to
“I was referred to Dylan and so happy that we had the chance to meet. I had worked with Salesforce for over 8 weeks to fix an issue, that
We earned their trust, and we will work just as hard to earn your trust too.
Work Smarter. Manage Better. Grow Faster.
WORK SMARTER. MANAGE BETTER. GROW FASTER.
