sales operations tools for ramping up RevOps

Imagine this: You’re a sales rep meeting a high-value client who has interest and a need but is a bit nervous about proceeding and allocating budget during volatile and uncertain times. 

You’ve discussed their needs, and they tell you they’re potentially interested in moving forward. They ask for an updated quote before their meeting later that day with their manager to push for budget approval. So, it’s time to generate a quote, but you’re stuck juggling spreadsheets, outdated pricing data, and waiting for internal approvals. Time is of the essence, and the market volatility is not helping. The client’s meeting comes – and goes – and the client is now impatient. The client loses budget approval as their spending budgets get cut. Despite your scrambling, the deal slips through your fingers.

This bad-news scenario is all too common for sales teams relying on outdated tools or disconnected systems. In today’s fast-changing business environment, where speed, accuracy, and responsiveness are everything, companies need tools that streamline workflows, improve collaboration, and drive revenue growth. That’s where sales operations tools come in—especially CPQ (Configure Price Quote) solutions integrated with your CRM.

In this blog, let’s explore the best CPQ and CRM integration tools for 2025 that not only eliminate inefficiencies, but also align with modern Revenue Operations (RevOps) strategies. And you’ll learn more about Mobileforce CPQ – a game-changing solution designed to simplify quoting processes while addressing common sales challenges.

What Are Sales Operations Tools?

Sales operations tools are software solutions designed to optimize workflows, improve efficiency, and enhance collaboration between sales teams and other business functions. In today’s data-driven world, these tools play a critical role in enabling Revenue Operations (RevOps) by unifying sales, marketing, and customer success data into a cohesive strategy.

Scope of Sales Operations Tools

Sales operations tools encompass several functionalities that help businesses streamline their processes:

  • CPQ Solutions: Automate the quoting process by generating accurate quotes based on real-time data and predefined rules.
  • CRM Platforms: Manage customer interactions, track leads, and organize sales pipelines.
  • CPQ-CRM Integration Tools: Combine the power of CPQ and CRM systems to create a seamless quote-to-cash process while breaking down silos between sales, marketing, and service teams.
  • RevOps Platforms: Provide advanced analytics and automation to align sales processes with broader revenue goals.

By integrating CPQ and CRM systems within a RevOps framework, businesses can eliminate inefficiencies caused by siloed data, improve forecasting accuracy through unified reporting, and accelerate quote-to-close cycles by automating approvals and workflows.

Key Features to Look for in Sales Operations Tools

When selecting sales operations tools that support CPQ and CRM integration for RevOps, it’s important to prioritize features that eliminate inefficiencies while aligning with your business needs. Here are the key features to look for:

  1. No-Code Configuration
    • Tools like Mobileforce CPQ allow businesses to customize workflows without requiring technical expertise.
    • This ensures rapid deployment and adaptability to market changes or promotions.
  2. Seamless CRM Integration
    • The best tools integrate effortlessly with popular CRMs like Salesforce, HubSpot, Microsoft Dynamics, Creatio and SugarCRM.
    • This ensures consistent data flow across platforms without manual data entry or errors.
  3. Real-Time Data Synchronization
    • Real-time syncing ensures quotes are accurate by pulling up-to-date information from systems like ERP or inventory management platforms.
    • This eliminates delays caused by outdated data or stock issues.
  4. Advanced Pricing Models
    • Support for complex pricing structures like volume discounts, subscription-based pricing, multi-tiered models, or custom configurations is essential for modern businesses handling diverse customer needs.
  5. Revenue Operations Alignment
    • Look for tools that provide unified dashboards combining data from sales, marketing, and customer success teams.
    • These dashboards enable better forecasting and decision-making aligned with RevOps strategies.
  6. Mobile Accessibility
    • For field sales teams, offline access and mobile-first design are critical for generating quotes on the go.
    • Updating CRM records in real-time once reconnected ensures no data is lost.
  7. Streamlined Approval Workflows
    • Automating approval processes reduces bottlenecks in quoting cycles.
    • Faster approvals mean quicker deal closures.

Top Enterprise RevOps Tools for 2025

Here’s our curated list of the most prominent enterprise CPQ solutions integrated with CRMs that are transforming sales operations in 2025:

1. Mobileforce CPQ

Mobileforce CPQ is an innovative no-code platform designed to streamline complex quoting processes while integrating seamlessly with leading CRMs. It’s ideal for businesses looking to manage the entire customer lifecycle from quote-to-cash-to-service.

Features:

  • Seamless integration with CRMs like Salesforce, HubSpot, Microsoft Dynamics, SugarCRM, Pipedrive, Zendesk, and Creatio.
  • Real-time data synchronization with ERP systems for accurate quotes.
  • Advanced pricing models including multi-tiered pricing structures and subscription-based pricing.
  • Offline access for field teams to generate quotes without internet connectivity.
  • Automated approval workflows to reduce delays.
  • Unified dashboards aligned with RevOps strategies for better forecasting.

2. HubSpot Sales Hub & Quoting (CPQ)

HubSpot Sales Hub includes some basic built-in quoting and CPQ functionality tailored for small to mid-sized businesses.

Features:

  • Seamless integration with HubSpot’s Marketing and Service Hubs.
  • Automated quote generation within the HubSpot CRM interface.
  • User-friendly design for quick adoption by teams.
  • Reporting tools that align sales efforts with RevOps strategies.

Where HubSpot CPQ May Not Be Sufficient:

As Aptitude 8 outlined in its incisive analysis of HubSpot CPQ’s strengths and weaknesses, HubSpot Quotes is NOT designed or equipped to effectively handle the following: 

  • “Complex offerings: Whether it’s intricate products or numerous line items, dealing with complexity often requires thorough review of every quote before sending it out. This can result in backlogs, delays, and distractions [with HubSpot Quotes].
  • Advanced CPQ: If your business deals with multiple customer types, requiring different product catalogs and pricing models that need frequent adjustments, HubSpot Quotes may not provide the level of customization and flexibility needed.
  • Volume and scalability: For businesses that generate a high volume of quotes or require real-time quoting capabilities with minimal delays, HubSpot Quotes may not scale efficiently when handling large datasets or concurrent quote generation requests.”

3. Oracle CPQ

Oracle CPQ is a powerful enterprise-grade solution designed for large organizations needing advanced customization options.

Features:

  • Integration with Oracle CRM, ERP, and eCommerce platforms.
  • AI-powered product configuration and pricing optimization.
  • Dynamic proposal generation with one-click approvals.
  • Comprehensive RevOps dashboards combining data across departments.

Weaknesses:

  • High complexity and steep learning curve, requiring substantial training and specialized resources.

  • Significant dependence on IT for configuration and changes, reducing agility.

  • High total cost of ownership (TCO) due to licensing, implementation, and maintenance expenses.

  • Potential integration challenges outside of Oracle’s ecosystem, limiting flexibility with third-party systems.

4. SAP CPQ

SAP CPQ is a powerful enterprise-grade solution designed to automate complex sales processes while integrating seamlessly with SAP’s suite of business applications. It’s ideal for companies that need a scalable and flexible CPQ solution embedded within their existing SAP ecosystem.

Features:

  • Works natively with SAP CRM, ERP, and Commerce Cloud for a unified sales process.
  • Uses intelligent algorithms to optimize pricing strategies and suggest upsell/cross-sell opportunities.
  • Handles complex configurations for manufacturing, services, and subscription-based models.
  • Speeds up the quote-to-cash cycle by eliminating manual approvals and reducing errors.
  • Provides deep insights into sales performance, pricing trends, and revenue forecasts.

Weaknesses:

  • Primarily suitable only for companies heavily invested in the SAP ecosystem; integration with external platforms can be cumbersome.

  • Complexity often results in longer deployment times and increased reliance on IT teams.

  • Higher costs associated with customization, ongoing maintenance, and upgrades.

  • Less intuitive user interface, potentially leading to lower user adoption without extensive training.

Why Choose Mobileforce?

Mobileforce isn’t just another CPQ tool—it’s a comprehensive solution designed to manage the entire customer lifecycle from quote-to-cash-to-service. Here’s why businesses are choosing Mobileforce as their go-to platform:

Key Benefits of Mobileforce:

  1. Seller-Centric Design
    • Mobileforce mirrors existing sales workflows so your team doesn’t have to adjust how they work—it adjusts to them!
    • This intuitive design ensures high adoption rates among sales teams while minimizing errors.
  2. No-Code/Low-Code Architecture
  3. Seamless Quote-to-Cash-to-Service
    • Mobileforce integrates the entire customer lifecycle into one platform:
      • Generate accurate quotes.
      • Streamline onboarding processes.
      • Provide ongoing service management—all within the same system.
  4. Real-Time Data Integration
    • Live data from ERP or inventory management platforms ensures accurate quotes—no more delays caused by out-of-stock items or outdated pricing information.
  5. Accelerated Quote-to-Close Cycles
    • Automating approval workflows eliminates bottlenecks in the quoting process—shortening the time it takes to convert leads into revenue.
  6. Enhanced Customer Experience
    • Faster response times combined with personalized quotes lead to happier customers who trust your business—and come back again!

Success Story: Mobileforce CPQ in Action

One notable success story for Mobileforce CPQ comes from SportSafe, where Managing Director Alex Wilkins highlighted the platform’s impact:

“The efficiency and adaptability that Mobileforce’s no-code platform brought to our processes is dramatic and something no other company could offer us.” 

This testimonial underscores how Mobileforce’s no-code architecture significantly enhanced SportSafe’s operational efficiency and adaptability. 

Additionally, a G2 review featured on AWS Marketplace praised Mobileforce CPQ’s reliability and ease of integration:

“The CPQ is super reliable with almost no downtime. The Mobileforce team has been very helpful in integrating the software into the system.”

These experiences illustrate Mobileforce CPQ’s ability to deliver reliable, adaptable, and user-friendly solutions that streamline quoting processes and enhance overall business operations.

Benefits of Integrating CPQ with CRM

Integrating a CPQ solution like Mobileforce with your CRM delivers key benefits:

  • Faster Sales Cycles: Automated workflows and approvals enable sales reps to generate accurate quotes in minutes, accelerating deal closures.
  • Improved Accuracy: Intelligent validation rules and real-time data synchronization reduce errors and ensure quotes align with pricing policies.
  • Better Customer Experience: Faster response times and personalized quotes build trust and improve satisfaction.
  • Increased Productivity: Automation frees sales teams from repetitive tasks, allowing them to focus on closing deals.
  • Seamless Collaboration: Unified data fosters better alignment across sales, marketing, finance, and service teams.

With Mobileforce, your business can achieve faster deals, fewer errors, happier customers, and a more efficient team.

Call to Action

With uncertain markets, efficiency and streamlining RevOps is more important than ever. Now is an ideal time to consider transforming your sales process. Discover how Mobileforce’s no-code quote-to-cash-to-service platform can help you accelerate quote-to-close cycles, reduce errors, enhance RevOps alignment—and delight your customers.

Request a demo today to see how Mobileforce can revolutionize your sales operations.