About Mobileforce CPQ
Mobileforce CPQ is a CPQ software from MobileForce Software that simplifies quoting for sales and field service teams. It combines features like Field Service Management, Field Revenue Cloud, and a Connected Portal so users can efficiently manage their quoting processes without extensive setup. Mobileforce CPQ provides enterprise-grade capabilities at a competitive price, making it accessible for various organizations. The platform supports capable integrations with existing CRMs and back-office systems, ensuring a smooth transition for teams switching to Mobileforce. With a strong focus on security and compliance, the software addresses critical needs for companies managing sensitive data. Key capabilities: CPQ FSM FRC Connected Portal Integrations Best for: sales and field service teams that need simplified quoting solutions.
**Mobileforce CPQ**, developed by **MobileForce Software**, is a modern, AI-powered configure-price-quote (CPQ) solution designed to simplify and accelerate the quoting process for sales teams across various industries. Primarily built to enable companies to deliver accurate, customized quotes quickly, Mobileforce CPQ focuses on streamlining complex product and service configurations, ensuring real-time pricing accuracy, and enhancing deal velocity. A standout feature of the platform is its AI-driven automation capabilities, which intelligently guide users through the configuration process, ensuring consistency, compliance, and optimal pricing strategies. Mobileforce CPQ’s user interface is sleek, modern, and purpose-built for sales professionals who need to operate efficiently. The UI is web-based, responsive, and mobile-optimized, offering users the flexibility to create quotes on the go—an invaluable asset for remote or field sales teams. Navigation is intuitive, with a dashboard that displays active quotes, pricing models, customer data, and approvals in a centralized view. The drag-and-drop functionality, embedded search, and visual product configurator significantly reduce the time needed to build complex quotes.
Pros & Cons
- +Highly adaptable and simple to configure without coding.
- +Seamlessly connects with various CRMs and backend systems.
- +Enables quoting and CRM updates without internet.
- +Combines CPQ with field service management.
- +Tailors the user experience to specific sales needs.
- −Effectiveness may depend on the quality of integrations.
- −Advanced features might still require significant setup.
- −While no-code, mastering all features might take time.
- −Integrating deeply could make switching difficult.
Features
Key features
- No-Code Configuration
- This stands out as a core differentiator. It means users can set up and customize the CPQ system without needing to write any code. This offers significant agility and simplicity for Sales Operations teams.
- Powerful CPQ Rules Engine
- Mobileforce highlights its rules engine as being particularly easy for SalesOps to use. This implies it allows for the quick and simple creation of guidelines and guardrails for the quoting process, ensuring accuracy and compliance.
- Plug & Play Cloud Integrations
- The software offers easy, bi-directional integration with various critical business systems, including CRMs (like Salesforce and HubSpot), ERPs, inventory management, payment gateways, and e-signature solutions. This streamlines data flow and reduces manual effort.
- Hybrid Cloud & Offline Capabilities
- This is a unique feature, allowing field teams to generate quotes and proposals and update their CRM even when they don't have an internet connection. This ensures productivity regardless of location.
- Unified Sales to Service
- Mobileforce offers an integrated platform that covers the entire quote-to-cash process and extends to field service management. This enables field teams to quote, upsell, and close deals both remotely and in person.
- Build Your Own UX
- This suggests a high degree of customization for the user interface and user experience. The platform allows businesses to tailor the look and feel to match their specific sales processes and improve user adoption.
- Support for Complex, Multi-tiered Pricing & Approvals
- Mobileforce can handle intricate pricing structures, including multiple tiers, and manage complex approval workflows, ensuring accurate pricing and adherence to internal policies.
- Support for Large Volumes of Products or Quotes
- The system is designed to efficiently manage extensive product catalogs and a high volume of quotes, making it suitable for businesses with numerous offerings.
- Direct Usage from Inside Your CRM
- Mobileforce CPQ can be seamlessly integrated into existing CRM systems, allowing sales teams to generate quotes, sell, and close deals directly within their familiar CRM environment.
Additional features
- 1-Click Integrations with Many Systems
- Emphasizes the ease of connecting with various external systems.
- Support for Large or Complex Product Catalogs
- Manages extensive and intricate product offerings.
- Ability to Create a Product Library
- Functionality to organize and manage product information.
- Easy-to-use Tools for Implementation
- Suggests a straightforward process for setting up and deploying the software.
- Simple Quote Documents & Output
- Ability to generate clear and concise quote documents.
- Support for Multiple Price Books & Methodologies
- Handles various pricing strategies, including multiple currencies and advanced schemes (fixed, variable, block, tiered, volume, subscription-based).
- Support for Broad or Elaborate Product Catalogs
- Manages catalogs with features like tags, hierarchical products, and configurable products.
- Easily Customizable UI/UX for Your GTM Needs
- Allows tailoring the user interface and experience to match specific go-to-market strategies.
- User Experience Completely Adapted to Your Sales Needs
- Focuses on aligning the user experience with the specific requirements of the sales team.
- Support for Multi-party Approvals, Including Rules & Guardrails
- Manages approval processes involving multiple stakeholders, with the ability to define rules and limitations.
- Real-time Integration with Disparate Applications & Data Sources with Bi-directional Data Flow
- Ensures seamless and up-to-date data exchange between Mobileforce and other connected systems.
- Direct Usage from Inside Your CRM
- Enables quoting and selling directly within the user's preferred CRM system.
Pricing
Monthly plans
Per User Starts At
USD 2.5
Professional
USD 30
Professional
USD 35
Countries & Languages
Interface languages
Billing currencies
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About Mobileforce CPQ
Mobileforce CPQ is a CPQ software from MobileForce Software that simplifies quoting for sales and field service teams. It combines features like Field Service Management, Field Revenue Cloud, and a Connected Portal so users can efficiently manage their quoting processes without extensive setup. Mobileforce CPQ provides enterprise-grade capabilities at a competitive price, making it accessible for various organizations. The platform supports capable integrations with existing CRMs and back-office systems, ensuring a smooth transition for teams switching to Mobileforce. With a strong focus on security and compliance, the software addresses critical needs for companies managing sensitive data. Key capabilities: CPQ FSM FRC Connected Portal Integrations Best for: sales and field service teams that need simplified quoting solutions.
Mobileforce CPQ Details
Mobileforce CPQ's In-App Market Place
Does Mobileforce CPQ have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Per User Starts At
USD 2.5
Professional
USD 30
Professional
USD 35
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (Fr.), CNY (¥), SEK (kr), INR (₹), RUB (₽), BRL (R$), KRW (₩), MXN (Mex$), SGD (S$), HKD (HK$), NOK (kr), NZD (NZ$), TRY (₺), ZAR (R), DKK (kr)
Pros & Cons
- Highly adaptable and simple to configure without coding.
- Seamlessly connects with various CRMs and backend systems.
- Enables quoting and CRM updates without internet.
- Combines CPQ with field service management.
- Tailors the user experience to specific sales needs.
- Effectiveness may depend on the quality of integrations.
- Advanced features might still require significant setup.
- While no-code, mastering all features might take time.
- Integrating deeply could make switching difficult.
Mobileforce CPQ's Support Options
Mobileforce CPQ's Alternatives
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vloxq CPQ
Vloxq CPQ is a configure-price-quote software from Vloxq that helps businesses simplify their sales process.…
Veloce CPQ
Veloce CPQ is a configure-price-quote software from Veloce that helps businesses simplify their sales processes.…
