Streamline RevOps with Salesforce CRM + Mobileforce CPQ
Streamline RevOps with Salesforce CRM + Mobileforce CPQ
Salesforce Customers ❤️ Mobileforce CPQ
Mobileforce’s enterprise no-code CPQ is the easiest solution for Salesforce CRM customers to set up & use. Salesforce CRM customers rely on Mobileforce for 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
Trusted By
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.
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, SportSafe
Why Salesforce CRM Customers are Choosing Mobileforce
Whether you’re using Salesforce CRM, CPQ, or not using CPQ software yet, it’s easy to use [Mobileforce’s CPQ](/content/enterprise-cpq-for-hubspot/ "The Enterprise CPQ for HubSpot: Why Mobileforce Is the Missing Piece Upmarket Teams Need"/index.html). 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
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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.
Mobileforce Offers the Easiest CPQ to Setup and Use with Salesforce
- Transform cumbersome paper-and-spreadsheet-oriented quotes into a quick and easy online CPQ process
- Start from a Salesforce Deal, pick a contact, add products & services line items, and then generate slick proposals in minutes
- Includes the ability to read deal- or customer-specific properties/attributes from Salesforce to guide quoting
Intelligent Quoting & Proposal Engine
- Easily create customized quotes and proposals for each sales scenario
- Intelligent wizard instantly auto-populates quotes based on customer or project similarity including discounts and promotions
- Ability to generate quotes based on sales role, territory, or product seasonality.
Flexible Product or Service Quotes
- Rule-based product/service recommendation engine to auto-suggest related products, services, bundles, parts, accessories
- Simple configuration of product and service bundles for the ability quickly add maintenance or repair service line items for installed products on the fly
- Support for multi-level product/service categories with fast catalog search and browse capability.
Comparing Salesforce & other CPQs to Mobileforce CPQ
Why Salesforce Customers Are Choosing Mobileforce CPQ
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.
We are excited to work with you and your extended team, including your Salesforce consulting firm, to deliver Salesforce quoting tools and solutions that are customized to your needs. We’ll provide the answers you need throughout your process. We are committed to helping customers and partners make the best CPQ decisions for your unique business needs.
COMPARE MOBILEFORCE CPQ & SALESFORCE CPQ
Salesforce CPQ
Mobileforce CPQ
Simple Quoting Capabilities
Ability to Create a Product Library
Easy to Deploy Within CRM Instance & Opportunity Workflow
Secure Read/Write Integration with Your CRM Data (i.e., Custom Objects & Fields)
Provides Sandbox and Production Instance for Rapid Change Management
Easy to Migrate Over Existing SFDC & Other CRM & CPQ Products, Price Books, Rules & More
Configure, Price and Quote Anything - Products, Software, Subscriptions, Services et al
Seamless SSO-supported SFDC Login and Role-based Access Control
NextGen CPQ+ Feature Set Including Partner-CPQ Support
No-code Admin Manager and Toolset for Your Sales Ops
Mobile-optimized CPQ App for Anywhere, Anytime Quoting Including Offline Support
Built-in Document-Generation and eSignature Capability
Mobile-optimized CPQ App for Anywhere, Anytime Quoting Including Offline Support
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.