Why Salesforce CRM
Customers & Prospects ➠ HubSpot + Mobileforce CPQ

CRM Seamlessly Integrated with Marketing Automation + CPQ
Sales Hub Pro/Enterprise:
- A Leading Customer Platform for Enterprise Companies
- HubSpot’s enterprise customer platform is built differently.
- Our platform was built from the ground up — with your growth in mind
- HubSpot’s interface is easy to use and adopt by your whole team.
- Better adoption means better data, richer insights, and a bigger impact on customer experience.
Mobileforce’s No-Code CPQ:
- 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 we do it all without burning cash every time you make a change.
Does Your Client Need CPQ?
Ask These 2 Simple CPQ Qualifying Questions
- After your prospect’s client expresses interest, What Happens Post-Quote?
- How Elaborate or Complex are Those Next Steps (in terms of pricing, quoting, proposal, approving, verification, multi-party interactions and configuration)?
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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 your 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 is dramatic and something no other company could offer us.
Alex Wilkins, SportSafe
Why Salesforce CRM Customers are Moving to Mobileforce
Whether you’re considering Salesforce CPQ, another CPQ, or just evaluating CPQ options (or other solutions), it’s easy to try & test 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 them easily
Direct Usage from Inside Your CRM
Our solution is easily adapted to your team’s workflows, allowing you to quote, sell and close directly from your CRM or your preferred system
See Mobileforce in Action
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
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 Moving to 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 Any CRM
As a Configure, Price, Quote software leader, Mobileforce works closely with current and former Salesforce CRM customers every day to deliver optimized quoting & closing solutions. We also work closely with dozens of CRM consulting firms, with whom we are proud to partner. We are thrilled to have so many happy Mobileforce and CRM customers.
We are excited to work with you and your extended team, including your consulting firm, to deliver quoting & closing 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. Questions? We’re here to help: just click here.
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 your 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 + 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 your CRM and with your 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.
