Salesforce 2 - Mobileforce
Salesforce Customers ❤️ Mobileforce CPQ
Mobileforce’s enterprise no-code CPQ is the easiest solution for Salesforce customers to set up and use. That’s why so many Salesforce CRM customers rely on Mobileforce CPQ for Salesforce to help with these key quote-to-cash challenges:
- Support for multi-tiered pricing, approvals or distribution
- A simple-but-powerful rules-based quoting & pricing engine
- 1-click integrations with many systems (ERP, inventory, payment, eSig)
- Support for large or complex product catalogs … and More
WATCH WHAT OUR CUSTOMERS SAY
“The efficiency and adaptability that [Mobileforce’s no-code platform brought to our processes](/content/solving-manual-quoting-problems-askcpq-ai-agent/ "Solving Manual Quoting Process Problems at Scale: Meet Mobileforce and the AskCPQ™ AI Agent"/index.html) is dramatic and something no other company could offer us.
–Alex Wilkins, Managing Director, SportSafe
Mobileforce & SportSafe: Expert Insights Testimonial - YouTube
Mobileforce & SportSafe: Expert Insights Testimonial
Mobileforce's Top Differentiators
NO-CODE CONFIGURATION
Our fundamentally unique architecture provides unparalleled agility & simplicity. Without requiring a single line of code.
POWERFUL CPQ RULES ENGINE
Our rules engine is definitively the easiest for SalesOps to use. Set guardrails & guidelines quickly and easily.
PLUG & PLAY CLOUD INTEGRATIONS
Easily connect to Salesforce CRM + any ERP, inventory, payment & other needed back-end system bi-directionally.
HYBRID CLOUD & OFFLINE
The only CPQ enabling field teams to provide quotes + proposals and update CRM, anywhere, anytime, even offline.
Why Salesforce CRM Customers are Choosing Mobileforce
Whether you’re using Salesforce CRM, using Salesforce CPQ, using CPQ for Salesforce, not using CPQ software yet, or just considering options (or other solutions), it’s easy to use Mobileforce’s CPQ. With just a few clicks, you can quickly test our quote-to-cash solution with features that include support for:
Complex, Multi-tiered Pricing & Approvals
We help teams selling with complex or multi-tiered pricing or approvals prepare quotes and proposals quickly.
Large Volumes of Products or Quotes
We help teams selling with elaborate product lines or large volumes of [quotes manage](/content/glossary/quote-management/ "Quote Management"/index.html) them easily.
Direct Usage from Inside Salesforce
Our solution is easily adapted to your team’s workflows, allowing you to quote, sell and close directly from Salesforce or your preferred system.
See Mobileforce in Action
Product, Pricing and Approval Rules
- Ability to base pricing structures by tiered, block, volume or usage
- Subscription-based pricing with pro-rate, uplifts and renewals
- Simple to write/manage pricing, configuration, dependency and discount rules
- Support for multi-level discount approvals with customizable email notification templates
- Support for multiple currencies and price books that can be auto-populated based on user location
Automatic Proposal Document Generation
- Customizable document templates can easily be configured, branded and uploaded for use in unique proposals
- Generate a single-page quote covering multiple products and services, or a multi-page proposal with attachments
- Ability to integrate multiple quotes/proposals into a single output document (e.g., PDF, Word, Excel)
Full eSignature Support with Integrations & Automatic Updates
- Built-in eSignature capability or integration with popular eSignature platforms such as DocuSign, Adobe, PandaDoc
- Access inventory, delivery estimates from back-office systems like ERP in real-time, while quoting
- Automatically send quotes/proposals to the customer and seamlessly save into Salesforce CRM
Comparing Salesforce CPQ & Mobileforce CPQ
Why Salesforce Customers Are Choosing Mobileforce CPQ
COMPARE MOBILEFORCE CPQ & SALESFORCE CPQ
Salesforce CPQ
Mobileforce CPQ
Simple Quoting Capabilities
Ability to Create a Product Library
Easy-to-use Tools for Implementation
Simple Quote Documents & Output
Multi-tiered Pricing or Multiple Price Books & Methodologies
(e.g., CPQ pricing optimization for multiple currencies, advanced pricing schemes including fixed, variable, block, tiered, volume, subscription-based options)
Broad or Elaborate Product Catalogs
(e.g., tags, hierarchical products, configurable products)
Easily Customizable UI/UX for Your GTM Needs
User Experience Completely Adapted to Your Sales Needs
Robust, Easy-to-use No-code Rules-based Engine
Support for Multi-party Approvals, Including Rules & Guardrails
Real-time Integration with Disparate Applications & Data Sources with Bi-directional Data Flow
Mobileforce CPQ Works Seamlessly with Salesforce CRM
As a Configure, Price, Quote software leader, Mobileforce works closely with Salesforce [CRM customers every day to deliver optimized Salesforce quoting solutions](/content/the-mobile-revolution-in-sales-empowering-field-teams-with-optimized-crm-and-cpq-solutions/ "The Mobile Revolution in Sales: Empowering Field Teams with Optimized CRM and CPQ Solutions"/index.html). We also work closely with dozens of Salesforce consulting firms, with whom we are proud to partner. We are thrilled to have so many happy Mobileforce and Salesforce customers.
Key Differentiators
NO-CODE CONFIGURATION
Our fundamentally unique architecture provides unparalleled agility & simplicity. Without requiring a single line of code.
POWERFUL CPQ RULES ENGINE
Our rules engine is definitively the easiest for SalesOps to use. Set guardrails & guidelines quickly and easily.
PLUG & PLAY CLOUD INTEGRATIONS
Easily connect to Salesforce CRM + any ERP, inventory, payment & other needed back-end systems bi-directionally.
HYBRID CLOUD & OFFLINE
The only CPQ enabling field teams to provide quotes + proposals and update CRM, anywhere, anytime, even offline.
UNIFIED SALES TO SERVICE
Our [platform offers fully integrated quote-to-cash](/content/what-is-secure-cpq-platform-making-quote-to-cash-enterprise-ready/ "What is a Secure CPQ Platform? Making Quote-to-Cash Enterprise-Ready"/index.html) + field services, so field teams can quote, upsell & close both remotely and in the field.
BUILD YOUR OWN UX
The only build-your-own UI/UX platform ensures adaptability to your sales & GTM motions and optimized end-user adoption.
Your Success Is Our Mission
Our goal is to drive successful quote-to-cash-to-service outcomes for our customers. Period. We work hand-in-hand with Salesforce and with your Salesforce consultant. We ensure that your RevOps managers, sales reps, and field teams have everything they need to ensure a smooth roll-out and completely productive usage experience. Every day.
Webinar: Cutting Sales Cycles & Complexity with Intelligent Quoting
Webinar: "Cutting Sales Cycles & Complexity With Intelligent Quoting" - YouTube
Webinar: "Cutting Sales Cycles & Complexity With Intelligent Quoting"
Webinar: Future-proofing Your Sales w/CPQ: How to Close More Deals, Faster
Webinar: "Future-proofing Your Sales: How to Close More Deals, Faster in Challenging Times" - YouTube
Webinar: "Future-proofing Your Sales: How to Close More Deals, Faster in Challenging Times"
Webinar: Sales in the Age of AI: Best Practices in Quote-to-Cash
Webinar: Sales in the Age of AI: Best Practices in Sales Enablement & Quote-to-Cash in 2023 - YouTube
Webinar: Sales in the Age of AI: Best Practices in Sales Enablement & Quote-to-Cash in 2023