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 systems 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