# Mobileforce --- ## Pages - [Hubspot LP](https://mobileforcesoftware.com/hubspot-lp/): Mobileforce’s no-code CPQ simplifies quoting for Hubspot CRM users with multi-tiered pricing, seamless integrations, and powerful rules. Try it for free. - [Salesforce-upgrade-your](https://mobileforcesoftware.com/salesforce-upgrade/): Upgrade Your Salesforce RevOps with Salesforce CRM + Mobileforce CPQ More Info Salesforce Customers ❤️ Mobileforce CPQ Mobileforce’s enterprise no-code... - [Salesforce-Streamlined2](https://mobileforcesoftware.com/salesforce-streamlined2/): Streamline RevOps with Salesforce CRM + Mobileforce CPQ More Info Salesforce Customers ❤️ Mobileforce CPQ Mobileforce’s enterprise no-code CPQ is... - [Get Info 2](https://mobileforcesoftware.com/get-demo2/): More Info or Demo Request Questions? We’ve got answers... Mobileforce’s no-code quote-to-cash-to-service solutions, with CPQ & FSM, enable companies to... - [Salesforce-Streamlined2](https://mobileforcesoftware.com/sfdc4c/): Streamline RevOps with Salesforce CRM + Mobileforce CPQ More Info Salesforce Customers ❤️ Mobileforce CPQ Mobileforce’s enterprise no-code CPQ is... - [Salesforce-beat2](https://mobileforcesoftware.com/beat-sfdc/): HubSpot + Mobileforce CPQ enterprise platforms are built differently. Unlike a lot of enterprise software that’s been cobbled together, our customer and revenue platforms were built from the ground up with your growth and ease-of-use in mind. - [Mobileforce Brand & Trademark Guidelines](https://mobileforcesoftware.com/brand-trademark-guidelines/): Mobileforce Brand & Trademark Guidelines Authorized Uses Acknowledgment Before Use Before using any of Mobileforce’s trademarks or copyrighted works, you... - [Microsoft Dynamics – Mobileforce](https://mobileforcesoftware.com/msft/): Our no-code CPQ simplifies quoting for Microsoft Dynamics CRM users with multi-tiered pricing, seamless integrations, and powerful rules. Try it for free. - [partner-deal](https://mobileforcesoftware.com/partner-deal-2/): Mobileforce Partners: Submit Queries & Deals Here - [Manufacturing 2](https://mobileforcesoftware.com/mfg2/): ENTERPRISE NO-CODE QUOTE-TO-CASH Manufacturing Customers ❤️ Mobileforce Manufacturers & Distributors rely on Mobileforce’s no-code CPQ for... Support for multi-tiered pricing... - [Mfg](https://mobileforcesoftware.com/mfg/): NO-CODE CPQ Manufacturing Customers ❤️ Mobileforce For Manufacturers & Distributors, Mobileforce’s robust, no-code CPQ picks up where other CPQs leave... - [Salesforce-beat](https://mobileforcesoftware.com/beat-salesforce/): Why Salesforce CRM customers ➠ Mobileforce CPQ More Info Stop Burning Cash: Efficient RevOps with Our No-Code RLM Salesforce customers... - [Configure Price Quote (CPQ)](https://mobileforcesoftware.com/software/cpq/): Simplify RevOps with Mobileforce's CPQ tools. Automate complex quoting, streamline sales processes, and integrate seamlessly with your CRM. Try it free today. - [Salesforce-Stop Burning Cash](https://mobileforcesoftware.com/salesforce5/): Why Salesforce CRM customers ❤️ Mobileforce CPQ... More Info Stop Burning Cash: Efficient RevOps with Our No-Code RLM Mobileforce’s enterprise... - [Salesforce-New Test2](https://mobileforcesoftware.com/salesforce4/): Streamline RevOps with Our No-Code RLM More Info Salesforce Customers ❤️ Mobileforce CPQ Mobileforce’s enterprise no-code CPQ is the easiest... - [Salesforce-New Test1 (7/24)](https://mobileforcesoftware.com/salesforce-new1/): De-clutter Your RevOps with Our No-Code CPQ More Info Salesforce Customers ❤️ Mobileforce CPQ Mobileforce’s enterprise no-code CPQ is the... - [Salesforce Nick](https://mobileforcesoftware.com/salesforce-nick/): No-Code CPQ from Mobileforce: A Fundamentally Smarter RevOps Platform Salesforce Customers ❤️ Mobileforce CPQ Mobileforce’s enterprise no-code CPQ is the... - [Salesforce Save](https://mobileforcesoftware.com/salesforce_save/): Salesforce Customers ❤️ Mobileforce CPQ Savings of 45% or greater Mobileforce’s enterprise no-code CPQ is the easiest solution for Salesforce... - [Service Policy – Updated](https://mobileforcesoftware.com/service-policy/): Mobileforce Cloud Platform Policies and Practices Mobileforce Cloud Platform Scheduled Maintenance Mobileforce uses a standard weekly maintenance window as follows:... - [Salesforce 2](https://mobileforcesoftware.com/salesforce-2/): Salesforce Customers ❤️ Mobileforce CPQ Mobileforce’s enterprise no-code CPQ is the easiest solution for Salesforce customers to set up and... - [Partner Deal](https://mobileforcesoftware.com/partner-deal/): SUBMIT YOUR OPPORTUNITY Partner Questions? Ask Here If you’re a Mobileforce partner — or prospective partner — and want to... - [Free Assessment For Salesforce Customers](https://mobileforcesoftware.com/salesforce3/): Salesforce Customers ❤️ Mobileforce CPQ Mobileforce’s enterprise no-code CPQ is the easiest solution for Salesforce customers to set up and... - [Free Trial for Salesforce Customers](https://mobileforcesoftware.com/salesforce2/): Salesforce Customers ❤️ Mobileforce CPQ Mobileforce’s enterprise no-code CPQ is the easiest solution for Salesforce customers to set up and... - [Salesforce CPQ](https://mobileforcesoftware.com/salesforcecpq/): Salesforce Customers ❤️ Mobileforce for Quoting ? ? ? ? Whether You Have a Formal Quoting (CPQ) Solution or Not,... - [CRM](https://mobileforcesoftware.com/crm/): Mobileforce’s no-code CPQ simplifies quoting with multi-tiered pricing, seamless integrations, and powerful rules. Try it for free. - [Salesforce – Main](https://mobileforcesoftware.com/salesforce/): Mobileforce’s no-code CPQ simplifies quoting for Salesforce CRM users with multi-tiered pricing, seamless integrations, and powerful rules. Try it for free. - [Get Info](https://mobileforcesoftware.com/get-demo/): More Info or Demo Request Questions? We’ve got answers... Mobileforce’s no-code quote-to-cash-to-service solutions, with CPQ & FSM, enable companies to... - [Zendesk](https://mobileforcesoftware.com/zendesk/): Mobileforce’s no-code CPQ simplifies quoting for Zendesk CRM users with multi-tiered pricing, seamless integrations, and powerful rules. Try it for free. - [Creatio](https://mobileforcesoftware.com/creatio/): Mobileforce’s no-code CPQ simplifies quoting for Creatio CRM users with multi-tiered pricing, seamless integrations, and powerful rules. Try it for free. - [SugarCRM](https://mobileforcesoftware.com/sugarcrm/): Mobileforce’s no-code CPQ simplifies quoting for SugarCRM users with multi-tiered pricing, seamless integrations, and powerful rules. Try it for free. - [Hubspot](https://mobileforcesoftware.com/hubspot/): Mobileforce’s no-code CPQ simplifies quoting for Hubspot CRM users with multi-tiered pricing, seamless integrations, and powerful rules. Try it for free. - [Global Data Privacy Addendum](https://mobileforcesoftware.com/global-data-privacy-addendum/): Global Data Privacy Addendum This Global Data Privacy Addendum (this “Privacy Addendum”) is attached and made part of the agreement... - [Support Addendum for SaaS](https://mobileforcesoftware.com/support-addendum-for-saas/): Support Addendum for SaaS The following support terms (this “Support Addendum”) is entered into by and between the parties listed,... - [Service Level Addendum for SaaS](https://mobileforcesoftware.com/service-level-addendum-for-saas/): Service Level Addendum for SaaS This Service Level Addendum for SaaS (this “Service Level Addendum”) is entered into by and... - [Professional Services T&C](https://mobileforcesoftware.com/professional-services-terms-and-conditions/): Professional Services Terms and Conditions The following Professional Services Terms and Conditions (these “Professional Services Terms”) are entered into by... - [SaaS License Agreement](https://mobileforcesoftware.com/saas-license-agreement/): Software as a Service (SaaS) License Agreement These ‘Software as a Service’ Terms and Conditions (this “SaaS License Agreement”) is... - [Connected Portal](https://mobileforcesoftware.com/software/connected-portal/): Deliver personalized self-service experiences. Impress customers and partners with branded UI, seamless CRM integration, and easy content management. - [Field Service Management](https://mobileforcesoftware.com/pricing/pricing-cx-fsm/): View our FSM pricing. Compare plans for growing teams, including CRM integrations, dynamic scheduling, and GPS technician tracking. - [Field Service Management (FSM)](https://mobileforcesoftware.com/software/field-service-management-fsm/): Discover how Mobileforce FSM streamlines field service management with dynamic scheduling, real-time tracking, and more. Ready to boost ROI and response times? - [Configure Price Quote (CPQ)](https://mobileforcesoftware.com/software/configure-price-quote-cpq/): Simplify RevOps with Mobileforce's CPQ tools. Automate complex quoting, streamline sales processes, and integrate seamlessly with your CRM. Try it free today. - [Partners](https://mobileforcesoftware.com/partners/): Partner with Mobileforce to accelerate business success. Streamline sales with deep CRM integrations, intelligent quote rules, and enterprise-level security - [About Us](https://mobileforcesoftware.com/about/): Mobileforce simplifies RevOps automation with CPQ solutions for sales and field service teams. Learn about our seamless integrations and scalable tools. - [Solutions](https://mobileforcesoftware.com/solutions/): Streamline your sales process with no-code automation. Accelerate quotes, optimize field services, and drive pipeline growth with seamless CRM integration. - [The Mobileforce Platform](https://mobileforcesoftware.com/software/the-mobileforce-platform/): Centralize CRM data, automate workflows, and improve customer engagement for faster, more efficient results. See how you can streamline your operations, today. - [Configure Price Quote (CPQ)](https://mobileforcesoftware.com/pricing/pricing-cpq/): Explore our scalable CPQ pricing. Compare features for professional and enterprise users, including CRM integrations, pricing rules and more. - [Connected Portal](https://mobileforcesoftware.com/pricing/pricing-cx-portal/): View our self-service portal pricing. Compare plans for growing teams, including CRM integrations, customizable templates, and access control features. - [Blog](https://mobileforcesoftware.com/resources/blog/): Explore the Mobileforce Blog for expert insights, webinars, and resources on optimizing sales processes with CPQ, CRM, and AI. Stay ahead in sales and RevOps. - [Home](https://mobileforcesoftware.com/): Mobileforce delivers industry-leading CPQ solutions for sales & field service teams that are VERY easy to set up & use. Simplify & optimize quoting - learn more - [Privacy Policy](https://mobileforcesoftware.com/privacy-policy/): Who we are Suggested text: Our website address is: https://mf2024. wpenginepowered. com. Comments Suggested text: When visitors leave comments on... --- ## Posts - [Service as a Growth Driver: Breaking Down the Silos in Industrial Business](https://mobileforcesoftware.com/service-as-a-growth-driver-breaking-down-the-silos-in-industrial-business/): Discover how breaking down sales-service silos in industrial operations boosts service revenue, improves customer retention, and drives sustainable growth. - [Mastering SaaS Growth: Why Quote-to-Service Alignment Matters More Than Ever](https://mobileforcesoftware.com/mastering-saas-growth-why-quote-to-service-alignment-matters-more-than-ever/): Discover why quote-to-service alignment is the missing link in SaaS revenue growth. Learn how sales-service integration reduces churn, boosts retention, and drives expansion with CPQ and RevOps best practices. - [Salesforce CPQ End-of-Sale: The Busy CIO Guide to Future-Proof Quote-to-Cash Solutions](https://mobileforcesoftware.com/salesforce-cpq-end-of-sale-the-busy-cio-guide-to-future-proof-quote-to-cash-solutions/): Facing the Salesforce CPQ end-of-sale? This guide offers CIOs a strategic approach to CPQ migration, ensuring seamless integration, improved sales efficiency, and reduced technical debt. Learn how Mobileforce CPQ modernizes your quote-to-cash infrastructure while supporting compliance and scalability. - [What’s the Best CPQ Software in 2025? Complete Guide to AI-Powered Quote Configuration Pricing](https://mobileforcesoftware.com/best-cpq-software-in-2025-complete-guide-to-ai-powered-quote-configuration-pricing/): Looking for the best CPQ software in 2025? Explore this complete guide to AI-powered quoting tools that streamline configuration, pricing, approvals, and deal velocity—featuring Mobileforce and next-gen sales automation. - [Solving Manual Quoting Process Problems at Scale: Meet Mobileforce and the AskCPQ™ AI Agent](https://mobileforcesoftware.com/solving-manual-quoting-problems-askcpq-ai-agent/): Solve complex quoting problems at scale with Mobileforce’s AI-powered AskCPQ™—a conversational, no-code CPQ agent that automates quote-to-cash with real-time data and compliance. - [AI-Powered Quoting: Eliminating Quote-to-Cash Bottlenecks With MobileForce](https://mobileforcesoftware.com/ai-powered-quoting-eliminating-quote-to-cash-bottlenecks-with-mobileforce/): Discover how AI-powered quoting software streamlines the quote-to-cash process, eliminates bottlenecks, and optimizes CPQ for manufacturing. Learn about revenue lifecycle management solutions. - [The Enterprise CPQ for HubSpot: Why Mobileforce Is the Missing Piece Upmarket Teams Need](https://mobileforcesoftware.com/enterprise-cpq-for-hubspot/): Transform HubSpot into an enterprise-grade quoting powerhouse with Mobileforce CPQ. Advanced pricing, automated approvals, and seamless quote-to-cash integration for growing businesses. - [What is a Secure CPQ Platform? Making Quote-to-Cash Enterprise-Ready](https://mobileforcesoftware.com/what-is-secure-cpq/): Learn how to secure your CPQ platform with SSO, OAuth2, RBAC, and compliance controls. Discover best practices for protecting enterprise sales and pricing data. - [The Evolution of Subscription Management in CPQ: Mastering Renewals, Amendments, and Revenue Growth](https://mobileforcesoftware.com/subscription-management-cpq/): Discover how modern CPQ platforms like Mobileforce streamline subscription management—automating renewals, handling mid-term amendments, and driving predictable recurring revenue growth. - [Modernizing Your CRM & CPQ Without Losing Legacy Custom Workflows](https://mobileforcesoftware.com/modernizing-your-crm-cpq/): Learn how to transition to a modern CRM CPQ solution without losing your legacy custom workflows. Get practical tips for seamless migration and smarter sales ops. - [On-Demand Webinar: “AI and Automation 101: A No-Nonsense Guide for HubSpot Users”](https://mobileforcesoftware.com/webinar-ai-automation-101/): https://youtu. be/G_9R23nfabQ? si=CNmPLpaNrtZYZ4xHThis webinar was another one presented by the “AI & Automation in Sales & Marketing” HubSpot User Group.... - [Offline CPQ: Empowering Your Sales Team Despite Connectivity Limitations](https://mobileforcesoftware.com/offline-cpq/): Discover how Offline CPQ solutions enable your sales team to configure, price, and quote seamlessly—even in remote locations with no internet access. Overcome connectivity challenges and close deals faster. - [On-Demand Webinar: “The Time is Now for Sales Hub + CPQ: The Enterprise-grade No-code Alternative”](https://mobileforcesoftware.com/webinar_time-now/): https://youtu. be/QzNtlmQzw3UWebinar: “The Time is Now for Sales Hub + CPQ: Learn About the Enterprise-grade No-code Alternatives to Salesforce CRM... - [Navigating Salesforce CPQ EOS: How RevOps & CRM Admins Are Moving Forward with Confidence](https://mobileforcesoftware.com/sfdc_cpq_eos/): Salesforce has planned End-of-Sale (EOS) of their CPQ. Discover why Mobileforce’s no-code, offline-ready, seller-first CPQ platform is a smarter move for RevOps and Admins in 2025. - [Uncertain Times? Here’s the Best Sales Operations Tools to Streamline Your RevOps](https://mobileforcesoftware.com/best-sales-operations-tools/): Discover the top CPQ and sales operations tools for 2025 that eliminate quoting delays, improve pricing accuracy, and accelerate deal closures with seamless automation. - [ON-DEMAND WEBINAR: Scaling Smarter in HubSpot Today: Automating LeadGen, Sales Workflows and CPQ for Established or Growing Businesses](https://mobileforcesoftware.com/webinar_idc_hubs_a8_2025/): https://youtu. be/C8lcAw43z20? si=GfzfOlVdYeaMg-9q As businesses scale, automation becomes the key to unlocking growth. This webinar reviewed HubSpot’s latest innovations—combined with... - [Mobile Revolution in Sales](https://mobileforcesoftware.com/mobile-revolution-sales/): Discover how integrating CPQ and CRM streamlines sales processes, boosts productivity, and enhances customer experiences. Learn best practices for seamless implementation. - [Streamlining Complex Sales Process](https://mobileforcesoftware.com/streamlining-complex-sales-process/): Discover how integrating CPQ and CRM streamlines sales processes, boosts productivity, and enhances customer experiences. Learn best practices for seamless implementation. - [Unlocking Sales Efficiency: A Guide to CPQ and CRM Integration](https://mobileforcesoftware.com/unlocking-sales-efficiency/): Discover how integrating CPQ and CRM streamlines sales processes, boosts productivity, and enhances customer experiences. Learn best practices for seamless implementation. - [ON-DEMAND WEBINAR: “2025 Sales Automation Blueprint: Steps to Using AI to Drive Revenue Growth”](https://mobileforcesoftware.com/webinar_hug_sales_ai_2025/): This webinar was an actionable, future-focused exploration of how AI and automation are revolutionizing leadgen and sales processes in HubSpot.... - [Mobile Revolution in Sales: Empowering Field Teams with Optimized Mobile CRM and CPQ Solutions](https://mobileforcesoftware.com/mobile-sales-crm-cpq/): Discover how Mobile CRM Software is transforming sales by empowering field teams with optimized CRM and CPQ solutions. Enhance productivity, streamline processes, and drive success on the go! - [CPQ and Quoting for Manufacturing & Distribution: Keys to Streamlining Complex Sales Processes](https://mobileforcesoftware.com/cpq-quoting-for-mfg/): Struggling with complex quoting? Learn how Mobileforce CPQ transforms manufacturing sales with faster approvals and simplified workflows. - [ON-DEMAND WEBINAR: “HubSpot and Mobileforce: Turbocharged Sales Hub: Re-Introducing The Enterprise No-Code CRM + CPQ”](https://mobileforcesoftware.com/webinar_hubspot_saleshub_2024/): This webinar reviewed the latest highlights and developments with HubSpot’s updated Sales Hub platform integrated with enterprise no-code CPQ —... - [ON-DEMAND WEBINAR: Streamlining Sales and RevOps in 2025: 3 Key CRM & CPQ Best Practices in Manufacturing & Distribution](https://mobileforcesoftware.com/streamlining-sales-amp-revops-in-2025-3-key-crm-amp-cpq-best-practices-in-manufacturing-amp-distribution/): Webinar participants joined Mobileforce, Impresoft Engage and SugarCRM for our informative discussion about Sales & RevOps in 2025, including the 3... - [Mobileforce Partners with Creatio to Deliver a Fully Integrated No-Code CRM and CPQ Solution to Customers](https://mobileforcesoftware.com/mobileforce-partners-with-creatio-to-deliver-a-fully-integrated-no-code-crm-and-cpq-solution-to-customers/): Mobileforce’s No-Code Quote-to-Cash Application, Deployed Across Multiple Joint Customers, is Now Available in Creatio’s App Marketplace SUNNYVALE, Calif. –(BUSINESS WIRE)–November... - [What Exactly is Quote-to-Cash-to-Service?](https://mobileforcesoftware.com/what-exactly-is-quote-to-cash-to-service/): Discover the end-to-end process of Quote-to-Cash-to-Service (Q2C2S), from generating quotes and managing contracts to delivering services and recognizing revenue. Learn how this workflow streamlines sales, enhances customer satisfaction, and drives business growth. - [ON-DEMAND WEBINAR: “Explaining INBOUND: Top HubSpot AI Developments for Sales & Marketing Leaders”](https://mobileforcesoftware.com/webinar_hubspot_inbound_2024/): In this webinar, we helped unlock the future of sales and marketing with our HubSpot User Group event entitled “Explaining... - [PRESS RELEASE: Mobileforce Reaches Platinum Tier as a HubSpot Solutions Partner and Announces Adding New Joint HubSpot Customers](https://mobileforcesoftware.com/press-release-mobileforce-reaches-platinum-tier-as-a-hubspot-solutions-partner-and-announces-adding-new-joint-hubspot-customers/): Joint Sales Hub & CPQ Customer Wins Include Larger Companies as Part of Upmarket Emphasis BOSTON–(BUSINESS WIRE)–September 18, 2024– Mobileforce,... - [What Exactly is RLM: Revenue Lifecycle Management? ](https://mobileforcesoftware.com/what-exactly-rlm/): Explore Revenue Lifecycle Management (RLM) and its impact on streamlining pricing, quoting, billing, and renewals. Learn how RLM drives efficiency, boosts customer satisfaction, and maximizes revenue growth. - [ON-DEMAND WEBINAR: “3 Keys to Automating Your Sales Lead-to-Close Processes with HubSpot Today: It Is Not 2012 Anymore”](https://mobileforcesoftware.com/webinar_hubspot_automate_sales/): It’s 2024, the age of Automation, and this webinar proved quite popular and elicited a lot of great Q&A. This... - [What Exactly is CPQ: Configure, Price, Quote? ](https://mobileforcesoftware.com/what-exactly-cpq/): Discover CPQ (Configure, Price, Quote) and how it streamlines sales by automating product configuration, accurate pricing, and professional quote generation. Learn its benefits for businesses with customizable offerings. - [ON-DEMAND WEBINAR: “Getting Started with HubSpot and AI: Building Automated Workflows and Using AI Tools Made Easy” (w/HubSpot & Evenbound)](https://mobileforcesoftware.com/webinar_hubspot-and-ai_2024/): This was an exciting HubSpot User Group webinar, hosted by Evenbound, Mobileforce and HubSpot, dedicated to unraveling the complexities of... - [Smarter Pricing, Safer Margins: Tackling Quote-to-Cash Complexity with AI-powered CPQ](https://mobileforcesoftware.com/smarter-pricing-safer-margins-tackling-quote-to-cash-complexity-with-ai-powered-cpq/): Discover how AI-powered CPQ transforms quote-to-cash cycles, streamlines pricing strategies, and protects margins. Say goodbye to quoting chaos and hello to intelligent automation. - [ON-DEMAND WEBINAR: “Best Practices on Converting Leads to Revenue” (w/HubSpot, Evenbound & Chili Piper)](https://mobileforcesoftware.com/webinar-best-practices-on-converting-leads-to-revenue/): Join HubSpot, Evenbound, ChiliPiper and Mobileforce for this on-demand webinar and discover proven best practices to transform your B2B leads... - [ON-DEMAND WEBINAR: “Cutting Sales Cycles & Complexity With Intelligent Quoting” (w/TAI)](https://mobileforcesoftware.com/how-hubspot-users-can-leverage-ai-chatgpt-intelligent-cpq/): Led by TAI and Mobileforce, this on-demand webinar reviews best practices for sales and revenue teams to accelerate sales closing cycles and optimize ongoing revenue generation with optimized quote-to-cash processes. - [4 Ways Quote-to-Cash Can Streamline Sales Processes & Cut Sales Cycles](https://mobileforcesoftware.com/4-ways-that-quote-to-cash-streamlines-sales-processes-cuts-sales-cycles/): Quote-to-cash processes is critical to companies' operations. Enter Configure, Price, Quote (CPQ) solutions, which help streamline processes. - [5 Crucial Considerations Before Deciding on a Quote-to-Cash Solution, Pt. 2 — By Frank Sohn, Host of The CPQ Podcast](https://mobileforcesoftware.com/5-crucial-considerations-before-deciding-on-a-quote-to-cash-solution-pt-2-by-frank-sohn-host-of-the-cpq-podcast/): we explored three key pillars for a successful Configure-Price-Quote (CPQ) implementation: (1) Cost, (2) Industry Suitability, and (3) Seamless Integration. - [5 Crucial Considerations Before Deciding on a Quote-to-Cash Solution, Pt. 1 — By Frank Sohn, Host of The CPQ Podcast](https://mobileforcesoftware.com/5-crucial-pt1/): 5 Crucial Considerations Before Deciding on a Quote-to-Cash Solution - [3 Keys to Closing Deals Faster with CPQ in 2024 — By Frank Sohn, Host of CPQ Podcast](https://mobileforcesoftware.com/three-keys-to-closing-deals-faster-with-cpq-in-2024/): In November, I hosted a webinar with Mobileforce Software (a leading CPQ company) and Walpole Partnership (a leading CPQ systems... - [2024’s Biggest Sales Challenges — And How to Meet Them](https://mobileforcesoftware.com/top-10-challenges-that-slow-sales-deals/): Explore how Sales and RevOps teams tackle challenges in their daily operations, from responding to inquiries swiftly to generating accurate quotes. - [ON-DEMAND WEBINAR: "How Industrial Manufacturers & Distributors Maximize Profit from Quote to Sales to Service" (w/SugarCRM & Lawson Products)](https://mobileforcesoftware.com/how-industrial-manufacturers-distributors-maximize-profit-from-quote-to-sales-to-service/): Join Lawson Products, SugarCRM and Mobileforce as industry experts from these organizations discussed RevOps best practices in the industrial, manufacturing, and distribution sectors. - [ON-DEMAND WEBINAR: “Future Proofing Your Sales: How to Close More Deals Faster” (w/Novus CPQ & Walpole)](https://mobileforcesoftware.com/webinar-future-proofing-your-sales-how-to-close-more-deals-faster/): On-Demand Webinar With experts from Novus CPQ, Mobileforce & Walpole Partnership, this on-demand webinar reviewed best practices for sales and... - [ON-DEMAND WEBINAR: “Webinar: Sales in the Age of AI: Best Practices in Sales Enablement & Quote-to-Cash in 2023” (w/Hifive & Accord)](https://mobileforcesoftware.com/webinar-webinar-sales-in-the-age-of-ai-best-practices-in-sales-enablement-quote-to-cash-in-2023/): On-Demand Webinar AI is leading to changes in how sales teams manage both their tech stacks and go-to-market strategies, resulting... - [The RevOps Revolution: How Companies are Doing More with Less with a Unified Platform](https://mobileforcesoftware.com/the-revops-revolution-how-companies-are-doing-more-with-less-with-a-unified-platform/): Mobileforce sets out to revolutionize RevOps with it's intelligent RevOps-as-a-Service platform, leading to the company tripling its customers - [PRESS RELEASE: Mobileforce Adds Key New Customers for its Intelligent and Integrated RevOps-as-a-Service Platform](https://mobileforcesoftware.com/press-release-mobileforce-adds-key-new-customers-for-its-intelligent-and-integrated-revops-as-a-service-platform/): Company Also Announces Tripling of Customers Since Closing its Venture Financing Round in 2022 SUNNYVALE, Calif. –(BUSINESS WIRE)–October 4, 2023–... - [ON-DEMAND WEBINAR: "Empower Your Sales Team With AI" (w/HubSpot & Open Path)](https://mobileforcesoftware.com/webinar_hubs_sept23/): AI is significantly speeding up quoting and sales processes. On Sept. 28th, HubSpot, Mobileforce and Open Path walked through use-cases... - [The Mobileforce CPQ Survey (September 2023)](https://mobileforcesoftware.com/cpq-survey-v1-sept-2023/): Welcome to Mobileforce’s CPQ Survey. We have surveyed over 50 Sales and RevOps senior executives on key questions related to... - [The Surprising (or Less Obvious) Benefits of CPQ](https://mobileforcesoftware.com/the-surprising-or-less-obvious-benefits-of-cpq/): Configure, Price, Quote (CPQ) software has emerged as a game-changer, revolutionizing quoting and sales processes in ways that are well... - [The Psychology of Pricing: The Role of CPQ Tools](https://mobileforcesoftware.com/the-psychology-of-pricing-the-role-of-cpq-tools/): Pricing isn’t just a number, it’s a psychological game. The figure you see, whether on a price tag or during... - [How does Mobileforce handle compliance and regulatory requirements?](https://mobileforcesoftware.com/how-does-mobileforce-handle-compliance-and-regulatory-requirements/): Meeting Compliance and Regulatory Requirements with Mobileforce In today’s business landscape, compliance and regulatory requirements play an integral role in... - [Harnessing AI for Sales Excellence: Tackling Key Challenges Head-On](https://mobileforcesoftware.com/harnessing-ai-for-sales-excellence-tackling-key-challenges-head-on/): In a rapidly evolving business landscape, the integration of AI technologies is proving to be a game-changer in the realm of sales. Addressing a range of hurdles that have traditionally impeded sales processes, AI-powered solutions are reshaping the way organizations operate. Here’s how AI is revolutionizing sales practices. - [6 Ways No-Code Technologies Can Boost Sales Efficiency & Speed](https://mobileforcesoftware.com/6-ways-no-code-technologies-can-boost-sales-efficiency-and-speed/): In a fast-paced world, speed and efficiency are crucial for sales success.When it comes to sales tech stacks, the adoption of no-code technologies have been particularly impactful, offering numerous speed advantages and opportunities for sales teams to enhance sales processes and drive greater efficiency.No-code technologies can help sales teams to achieve better efficiency and drive impactful results many ways, including: - [The Rise of Intelligent Pricing: Harnessing Data for Dynamic Pricing Strategies](https://mobileforcesoftware.com/the-rise-of-intelligent-pricing-harnessing-data-for-dynamic-pricing-strategies/): In an era characterized by digital innovation, the way businesses approach pricing is changing again. Traditional static pricing models, which evolved in the past few years to include variable usage-based pricing, are now changing again, leading to more adaptive and dynamic strategies. Central to this shift is the role of data. - [How CPQ software optimizes RevOps and overall business operations](https://mobileforcesoftware.com/how-cpq-software-optimizes-revops-and-overall-business-operations/): In today’s competitive business landscape, organizations are constantly seeking ways to optimize their sales processes, drive revenue growth, and enhance overall business operations. One powerful tool that can help achieve these goals is Configure, Price, Quote (CPQ) software. CPQ software enables businesses to streamline their sales cycle, improve pricing accuracy, and enhance the customer experience. Let’s explore how CPQ software can optimize your sales, revenue, and overall business operations. - [ON-DEMAND WEBINAR: "How HubSpot Users are Closing Faster with AI" (with Open Path)](https://mobileforcesoftware.com/webinar_hubs_jun23/): This webinar featured industry experts and CEOs from Mobileforce and Open Path Digital discussing "How HubSpot Users Are Closing Faster With AI, ChatGPT & Intelligent Quote-to-Cash." - [Can CPQ software handle complex product configurations and pricing scenarios?](https://mobileforcesoftware.com/cpq-software-complex-configurations-pricing-scenarios/): Navigating complex product configurations and pricing scenarios can pose a challenge to many businesses, leading to errors, inefficiencies, and lost... - [CPQ vs. Quote to Cash: What exactly is the difference?](https://mobileforcesoftware.com/cpq-vs-quote-to-cash-what-exactly-is-the-difference/): CPQ and Quote-to-Cash (QTC) are two terms for solutions that are used interchangeably, but they refer to different stages of the sales process. They have different objectives -- and we will explore the key differences. - [ How Successful Sales Teams Automate their Sales Processes](https://mobileforcesoftware.com/key-tools-successful-sales-teams-use-to-automate-their-sales-processes/): Successful teams often use a variety of tools to automate sales processes and improve efficiency. Here are some common tools... - [How to Reduce Sales Bottlenecks & Accelerate Deals Close Rates with SugarCRM + Mobileforce CPQ](https://mobileforcesoftware.com/how-to-streamline-sales-cycles-and-accelerate-revenue-with-sugarcrm-mobileforce-cpq/): Complex product variables and pricing parameters can often cause delays in the sales cycle, resulting in missed opportunities and lost revenue. To address this challenge, SugarCRM and Mobileforce have partnered to offer a fully-integrated Quote-to-Cash solution that can help businesses streamline their sales processes and shorten sales cycles. - [Mobileforce, SugarCRM Announce Partnership for Fully Integrated Field Service Management & Quote-to-Cash Sales Execution](https://mobileforcesoftware.com/mobileforce-sugarcrm-announce-partnership-for-fully-integrated-field-service-management-quote-to-cash-sales-execution/): SUNNYVALE, CALIFORNIA, UNITED STATES, April 5, 2023 — Mobileforce, a leading provider of intelligent cloud-based Field Service Management (FSM) and Configure Price Quote (CPQ) solutions, today announced its partnership with SugarCRM, provider of the award-winning AI-driven CRM platform, to provide fully integrated field service management and quote-to-cash sales execution. --- ## Glossary Terms - [Automated Discounts](https://mobileforcesoftware.com/glossary/automated-discounts/): Explore CPQ automated discounts and how they streamline quoting with intelligent rules, approval workflows, customer segmentation, and real-time margin analysis. Learn key discount types, benefits, implementation strategies, and advanced features to boost win rates and protect margins. - [Adaptive Quoting](https://mobileforcesoftware.com/glossary/adaptive-quoting/): Discover how adaptive quoting transforms sales proposals with real-time data, intelligent pricing, and customer insights. Learn benefits, features, use cases, and implementation strategies to improve win rates by 15–30% while protecting margins. - [Bill of Materials (BOM)](https://mobileforcesoftware.com/glossary/bill-of-materials-bom/): Discover how effective Bill of Materials (BOM) management improves manufacturing efficiency, supply chain performance, and product quality through integration with PLM, ERP, and MES systems. - [Service Lifecycle Management](https://mobileforcesoftware.com/glossary/service-lifecycle-management/): Learn what Service Lifecycle Management (SLM) is, its six phases, and how integrating SLM with CPQ and Field Service Management (FSM) drives consistent service delivery, boosts profitability, improves efficiency, and enhances customer satisfaction across industries. - [Asset Lifecycle Management](https://mobileforcesoftware.com/glossary/asset-lifecycle-management/): Discover the full scope of Asset Lifecycle Management, from planning and procurement to maintenance and disposal. Learn ALM phases, benefits, KPIs, and technology integrations to maximize asset performance and reduce total cost of ownership. - [Contract Lifecycle Management](https://mobileforcesoftware.com/glossary/contract-lifecycle-management-2/): Learn how Contract Lifecycle Management streamlines contract creation, negotiation, execution, and renewal. Explore CLM stages, benefits, software features, and implementation best practices to improve efficiency, compliance, and cost control. - [Sales Operations](https://mobileforcesoftware.com/glossary/sales-operations/): Discover what sales operations is, its key roles, strategies, and tools that drive efficiency, revenue growth, and sales team performance in modern businesses. - [Quote to Service](https://mobileforcesoftware.com/glossary/quote-to-service/): Discover what Quote-to-Service means and how it connects sales and field service operations. Learn how integrating CPQ and FSM improves efficiency, enables upselling, enhances customer satisfaction, and drives revenue growth in modern service-driven industries. - [Field Service Management](https://mobileforcesoftware.com/glossary/field-service-management/): Learn what Field Service Management (FSM) is, its core features, industry applications, and benefits. Discover how FSM improves workforce productivity, compliance, and service delivery across utilities, telecom, healthcare, manufacturing, and more. - [Sales Operations Strategy](https://mobileforcesoftware.com/glossary/sales-operations-strategy/): Learn how to build a winning sales operations strategy. Discover key components, best practices, technology integration, KPIs, and RevOps alignment to optimize sales performance and achieve predictable revenue growth. - [CPQ Cloud](https://mobileforcesoftware.com/glossary/cpq-cloud/): CPQ Cloud is a cloud-based solution automating the Configure, Price, Quote process, enabling businesses to optimize complex product configurations and pricing strategies. Learn how it enhances operational efficiency, customer experience, and scalability. Explore industry applications and future trends. - [Sales and Operations Planning](https://mobileforcesoftware.com/glossary/sales-and-operations-planning/): Learn how Sales and Operations Planning (S&OP) helps organizations balance supply and demand, improve operational efficiency, and drive financial growth. Explore its core components, key benefits, and the latest tech innovations like AI and cloud platforms. - [Contract Lifecycle Management](https://mobileforcesoftware.com/glossary/contract-lifecycle-management/): Learn what Contract Lifecycle Management (CLM) is, its six stages, benefits, best practices, and future trends. Discover how CLM reduces risk, accelerates deal cycles, and maximizes contract value through automation and analytics. - [Price Management](https://mobileforcesoftware.com/glossary/price-management/): Discover how price management drives profitability and growth. Learn strategic pricing, CPQ integration, and future-ready tactics like AI, dynamic models, and more. - [Custom Price Per Customer](https://mobileforcesoftware.com/glossary/custom-price-per-customer/): Discover how Custom Price Per Customer (CPP) helps businesses boost revenue, loyalty, and profitability through tailored pricing. Learn strategies, examples, and implementation tips. - [Sales Funnel Management](https://mobileforcesoftware.com/glossary/sales-funnel-management/): Learn how to manage your sales funnel effectively using CRM, marketing automation, and CPQ tools. Discover strategies to increase conversions, improve customer experience, and maximize ROI. - [Quote Management](https://mobileforcesoftware.com/glossary/quote-management/): Discover what quote management is and why it matters in sales. Learn how CPQ tools streamline the quote lifecycle—from creation to acceptance—enhancing accuracy, speed, and customer experience. - [Quote to Cash](https://mobileforcesoftware.com/glossary/quote-to-cash/): Understand Quote-to-Cash (QTC) from start to finish. This in-depth glossary covers each stage—quoting, contracts, invoicing, and payments—plus the tools, terms, and benefits that streamline sales and revenue operations. - [Configure Price Quote](https://mobileforcesoftware.com/glossary/configure-price-quote/): Explore the meaning of CPQ and how Configure Price Quote systems streamline product configuration, pricing, and quote generation. Learn about dynamic pricing, CRM integration, and how CPQ accelerates complex sales cycles. - [Dynamic Pricing](https://mobileforcesoftware.com/glossary/dynamic-pricing/): Learn how dynamic pricing works, its benefits, and industry use cases. Discover how Mobileforce CPQ enables real-time, data-driven pricing to boost revenue and efficiency. --- ## Landing Pages --- # # Detailed Content ## Pages > Mobileforce’s no-code CPQ simplifies quoting for Hubspot CRM users with multi-tiered pricing, seamless integrations, and powerful rules. Try it for free. - Published: 2025-07-23 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/hubspot-lp/ Mobileforce's Top Resources Join us on slack: #mobileforce-cpq-rlm-presales Mobileforce Overview Download Inotiv Case Study Download Industrial Sales Download FSM Download HubSpot & Mobileforce Webinar https://youtu. be/SVzl1ngdIfk? si=1OK1PdcyXVg2Vlaw (March 2024) Quick 3-min HubSpot-Mobileforce Demo https://www. youtube. com/watch? v=D19ulPI_lBw (June 2024) HubSpot & Mobileforce Webinar https://youtu. be/zA4Ymhw1RJc? si=G88nf5g0cN3LBte2 (Sept. 2023) MORE INFO TRY APP FOR FREE Why HubSpot Customers are Choosing Mobileforce Whether you’re already using HubSpot SalesHub or HubSpot CPQ -- or transitioning from other solutions -- it's easy to use Mobileforce's CPQ. With just a few clicks, you can 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 HubSpot Our solution is easily adapted to your team's workflows, allowing you to quote, sell and close directly from HubSpot or your preferred system Comparing HubSpot CPQ & Mobileforce CPQ How Mobileforce CPQ Picks Up Where HubSpot CPQ Leaves Off COMPARE MOBILEFORCE CPQ & HUBSPOT CPQ HubSpot 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. , multiple currencies, advanced pricing schemes including fixed, variable, block, tiered, volume, subscription-based) Broad or Elaborate Product Catalogs (e. g. , tags, hierarchical products, configurable products)... --- - Published: 2025-03-18 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/salesforce-upgrade/ Upgrade Your Salesforce RevOps with Salesforce CRM + Mobileforce CPQ More Info 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 distributionA simple-but-powerful rules-based quoting & pricing engine1-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 is dramatic and something no other company could offer us. Alex Wilkins, SportSafe Get Demo https://www. youtube. com/watch? v=I7yxdYtIYGM Why Salesforce CRM Customers are Choosing Mobileforce CPQ Whether you’re using Salesforce CRM, Salesforce CPQ, or not using any CPQ software yet, it's easy to add 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... --- - Published: 2025-03-17 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/salesforce-streamlined2/ Streamline RevOps with Salesforce CRM + Mobileforce CPQ More Info 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 distributionA simple-but-powerful rules-based quoting & pricing engine1-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 is dramatic and something no other company could offer us. Alex Wilkins, SportSafe Get Demo https://www. youtube. com/watch? v=I7yxdYtIYGM 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. 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... --- - Published: 2025-03-14 - Modified: 2025-03-17 - URL: https://mobileforcesoftware.com/get-demo2/ More Info or Demo Request Questions? We've got answers... Mobileforce's no-code quote-to-cash-to-service solutions, with CPQ & FSM, enable companies to meet the most complex & dynamic demands of pricing, quoting, configuring & servicing, including: Support for multi-tiered pricing, approvals or distributionA simple-but-powerful rules-based quoting & pricing engine1-click integrations with many systems (e. g. , ERP, inventory, payment, eSig)Support for large or complex product catalogs ... and More More Information or Demo Request 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 Creatio + any ERP, inventory, payment or 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 --- - Published: 2025-03-13 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/sfdc4c/ Streamline RevOps with Salesforce CRM + Mobileforce CPQ More Info 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 distributionA simple-but-powerful rules-based quoting & pricing engine1-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 is dramatic and something no other company could offer us. Alex Wilkins, SportSafe Get Demo https://www. youtube. com/watch? v=I7yxdYtIYGM 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. 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... --- > HubSpot + Mobileforce CPQ enterprise platforms are built differently. Unlike a lot of enterprise software that’s been cobbled together, our customer and revenue platforms were built from the ground up with your growth and ease-of-use in mind. - Published: 2025-03-05 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/beat-sfdc/ Why Salesforce CRM Customers & Prospects HubSpot + Mobileforce CPQ HUBS Beats SFDC case study More Info 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 QuestionsAfter 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)? Get More Info 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 your CRM + any ERP, inventory, payment & other needed back-end system bi-directionally. HYBRID CLOUD & OFFLINE The only CPQ enabling field teams to provide... --- - Published: 2024-10-28 - Modified: 2024-10-28 - URL: https://mobileforcesoftware.com/brand-trademark-guidelines/ Mobileforce Brand & Trademark Guidelines Authorized UsesAcknowledgment Before UseBefore using any of Mobileforce’s trademarks or copyrighted works, you must carefully review these Guidelines. By downloading, using, or displaying any of Mobileforce’s trademarks or copyrighted works, you warrant and acknowledge that you have read these guidelines in full and agree to abide by them and further acknowledge and agree to the following:Mobileforce is the sole owner of its trademarks and copyrighted works. You warrant that you will not interfere with Mobileforce’s ownership or rights in its trademarks or copyrighted works anywhere in the world. You may not transfer the rights granted in these Guidelines to anyone else. Any goodwill derived from your use of Mobileforce’s trademarks or copyrighted works inures to the benefit of Mobileforce. Unless otherwise specified in a separate agreement, we may modify or revoke any right to use or display Mobileforce’s trademarks or copyrighted works at any time in our sole discretion. These Guidelines are not intended to be an exhaustive list of Mobileforce’s rights in its trademarks and copyrighted works. We make no warranties with any permissions we grant of Mobileforce’s trademarks or copyrighted works. Mobileforce will not be liable for any damages arising from using Mobileforce’s trademarks or copyrighted works according to these Guidelines, whether direct, indirect, incidental, special, consequential, punitive, exemplary, or otherwise. Mobileforce reserves all rights in its intellectual property, including rights not expressly described in these Guidelines. Referring to Mobileforce in TextYou may use Mobileforce’s word marks in plain text to accurately reference... --- > Our no-code CPQ simplifies quoting for Microsoft Dynamics CRM users with multi-tiered pricing, seamless integrations, and powerful rules. Try it for free. - Published: 2024-10-25 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/msft/ Microsoft Customers Mobileforce CPQ Mobileforce's enterprise no-code CPQ is the easiest solution for Microsoft Dynamics customers to set up and use. That's why so many Microsoft Dynamics customers rely on Mobileforce CPQ for Microsoft to help with these key quote-to-cash challenges:Support for multi-tiered pricing, approvals or distributionA simple-but-powerful rules-based quoting & pricing engine1-click integrations with many systems (ERP, inventory, payment, eSignature)Support for large or complex product catalogs ... and More More Information or Demo Request WATCH WHAT OUR CUSTOMERS SAY "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, Managing Director, SportSafehttps://www. youtube. com/embed/I7yxdYtIYGM? feature=oembed 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 Microsoft Dynamics + 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. MORE INFO TRY APP FOR FREE Why Microsoft Dynamics 365 Customers are Choosing Mobileforce Whether you’re using or considering Microsoft Dynamics, using or considering CPQ, or just considering options (or other solutions), it's easy to use Mobileforce's CPQ. With just a few clicks, you can quickly test our quote-to-cash solution with features that include... --- > Mobileforce Partners: Submit Queries & Deals Here - Published: 2024-10-01 - Modified: 2025-01-20 - URL: https://mobileforcesoftware.com/partner-deal-2/ SUBMIT YOUR OPPORTUNITY Partner Questions? Ask Here If you're a Mobileforce partner - or prospective partner - and want to discuss an opportunity, we make it easy. Just complete & submit the form, and we will contact you right away - within 1 business day. We help partners' companies meet the most complex & dynamic demands of pricing, quoting, configuring & servicing every day. https://youtu. be/Y2TbrvxsNL4 Partner Query or Deal Submission 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 any 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. MORE INFO TRY APP FOR FREE --- - Published: 2024-09-12 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/mfg2/ ENTERPRISE NO-CODE QUOTE-TO-CASH Manufacturing Customers Mobileforce Manufacturers & Distributors rely on Mobileforce’s no-code CPQ for... Support for multi-tiered pricing & approvals A simple & powerful rules-based quoting engineSeamless integration with inventory & other systemsSupport for large, complex product catalogs ... And More More Information or Demo Request WATCH WHAT OUR CUSTOMERS SAY "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, Mgmt Director, SportSafe Mfghttps://www. youtube. com/embed/I7yxdYtIYGM? feature=oembed 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 any 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. MORE INFO TRY APP FOR FREE Why Manufacturing Customers are Choosing Mobileforce Whether you’re using Salesforce CRM or other CRM solutions, it's easy to use 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... --- - Published: 2024-08-27 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/mfg/ NO-CODE CPQ Manufacturing Customers Mobileforce For Manufacturers & Distributors, Mobileforce's robust, no-code CPQ picks up where other CPQs leave off. That's why so many Industrial & Manufacturing customers rely on Mobileforce CPQ to help with these key quote-to-cash needs:Support for multi-tiered pricing, approvals or distributionA simple-but-powerful rules-based quoting & pricing engine1-click integrations with many systems (e. g. , ERP, inventory, payment, eSig)Seamless integration with inventory management systemsSupport for large or complex product catalogs... and More More Information or Demo Request WATCH WHAT OUR CUSTOMERS SAY "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, Managing Director, SportSafe Mfghttps://www. youtube. com/embed/I7yxdYtIYGM? feature=oembed 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 any 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. MORE INFO TRY APP FOR FREE Why Manufacturing Customers are Choosing Mobileforce Whether you’re using Salesforce CRM or other CRM solutions, it's easy to use 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... --- - Published: 2024-08-14 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/beat-salesforce/ Why Salesforce CRM customers Mobileforce CPQ More Info Stop Burning Cash: Efficient RevOps with Our No-Code RLM Salesforce customers have consistently found Mobileforce's enterprise no-code CPQ to be the best & most profitable solution to set up & use. Our customers rely on Mobileforce for meeting these key quote-to-cash challenges simply and most cost-effectively: 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 doing it all without burning cash every time you make a change Get More Info 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 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 Get Demo https://www. youtube. com/watch? v=I7yxdYtIYGM 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.... --- > Simplify RevOps with Mobileforce's CPQ tools. Automate complex quoting, streamline sales processes, and integrate seamlessly with your CRM. Try it free today. - Published: 2024-08-05 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/software/cpq/ Mobileforce CPQ Configure, Price & Quote Empower your sales team to take revenue to the next level with Mobileforce’s intelligent CPQ Free Trial Talk to Us WATCH WHAT OUR CUSTOMERS SAY "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, Managing Director, SportSafehttps://www. youtube. com/embed/I7yxdYtIYGM? feature=oembed 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 any 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. MORE INFO TRY APP FOR FREE Why B2B Customers are Choosing Mobileforce Whether you’re using Salesforce CRM or other CRM solutions, it's easy to use 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... --- - Published: 2024-07-30 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/salesforce5/ Why Salesforce CRM customers Mobileforce CPQ... More Info Stop Burning Cash: Efficient RevOps with Our No-Code RLM Mobileforce's enterprise no-code CPQ is the best & most profitable solution for Salesforce customers to set up & use. Salesforce CRM customers rely on Mobileforce for meeting these key quote-to-cash challenges most cost-effectively: 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 doing it all without burning cash every time you make a change Get More Info 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 is dramatic and something no other company could offer us. Alex Wilkins, SportSafe Get Demo https://www. youtube. com/watch? v=I7yxdYtIYGM Why Salesforce CRM Customers are Choosing Mobileforce Whether you’re using Salesforce CRM, using Salesforce CPQ, using CPQ for Salesforce, not using CPQ software yet, or just considering options (or other solutions), it's easy to use... --- - Published: 2024-07-24 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/salesforce4/ Streamline RevOps with Our No-Code RLM More Info Salesforce Customers Mobileforce CPQ Mobileforce's enterprise no-code CPQ is the easiest solution for Salesforce 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 distributionA simple-but-powerful rules-based quoting & pricing engine1-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 is dramatic and something no other company could offer us. Alex Wilkins, SportSafe Get Demo https://www. youtube. com/watch? v=I7yxdYtIYGM Why Salesforce CRM Customers are Choosing Mobileforce Whether you’re using Salesforce CRM, using Salesforce CPQ, using CPQ for Salesforce, not using CPQ software yet, or just considering options (or other solutions), it's easy to use 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... --- - Published: 2024-07-22 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/salesforce-new1/ De-clutter Your RevOps with Our No-Code CPQ More Info Salesforce Customers Mobileforce CPQ Mobileforce's enterprise no-code CPQ is the easiest solution for Salesforce customers to set up and use. That's why so many Salesforce CRM customers rely on Mobileforce CPQ for Salesforce to help with these key quote-to-cash challenges:Support for multi-tiered pricing, approvals or distributionA simple-but-powerful rules-based quoting & pricing engine1-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 is dramatic and something no other company could offer us. Alex Wilkins, SportSafehttps://www. youtube. com/watch? v=I7yxdYtIYGM Why Salesforce CRM Customers are Choosing Mobileforce Whether you’re using Salesforce CRM, using Salesforce CPQ, using CPQ for Salesforce, not using CPQ software yet, or just considering options (or other solutions), it's easy to use Mobileforce's CPQ. With just a few clicks, you can quickly test our quote-to-cash solution with features that include support for: Complex,... --- - Published: 2024-07-18 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/salesforce-nick/ No-Code CPQ from Mobileforce: A Fundamentally Smarter RevOps Platform Salesforce Customers Mobileforce CPQ Mobileforce's enterprise no-code CPQ is the easiest solution for Salesforce customers to set up and use. That's why so many Salesforce CRM customers rely on Mobileforce CPQ for Salesforce to help with these key quote-to-cash challenges:Support for multi-tiered pricing, approvals or distributionA simple-but-powerful rules-based quoting & pricing engine1-click integrations with many systems (ERP, inventory, payment, eSig)Support for large or complex product catalogs ... and More More Information or Demo Request WATCH WHAT OUR CUSTOMERS SAY "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, Managing Director, SportSafehttps://www. youtube. com/embed/I7yxdYtIYGM? feature=oembed 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. MORE INFO TRY APP FOR FREE Why Salesforce CRM Customers are Choosing Mobileforce Whether you’re using Salesforce CRM, using Salesforce CPQ, using CPQ for Salesforce, not using CPQ software yet, or just considering options (or other solutions), it's easy to use Mobileforce's CPQ. With just a... --- - Published: 2024-06-21 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/salesforce_save/ Salesforce Customers Mobileforce CPQ Savings of 45% or greater Mobileforce's enterprise no-code CPQ is the easiest solution for Salesforce customers to set up and use. That's why so many Salesforce CRM customers rely on Mobileforce CPQ for Salesforce to help with these key quote-to-cash challenges:Support for multi-tiered pricing, approvals or distributionA simple-but-powerful rules-based quoting & pricing engine1-click integrations with many systems (ERP, inventory, payment, eSig)Support for large or complex product catalogs ... and More More Info on Saving 45% vs. Salesforce CPQ WATCH WHAT OUR CUSTOMERS SAY "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, Managing Director, SportSafehttps://www. youtube. com/embed/I7yxdYtIYGM? feature=oembed 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. MORE INFO TRY APP FOR FREE Why Salesforce CRM Customers are Choosing Mobileforce Whether you’re using Salesforce CRM, using Salesforce CPQ, using CPQ for Salesforce, not using CPQ software yet, or just considering options (or other solutions), it's easy to use Mobileforce's CPQ. With just a few... --- - Published: 2024-06-04 - Modified: 2024-06-05 - URL: https://mobileforcesoftware.com/service-policy/ Mobileforce Cloud Platform Policies and Practices Mobileforce Cloud Platform Scheduled Maintenance    Mobileforce uses a standard weekly maintenance window as follows:   On Fridays, 5 PM Pacific Time to 8 PM Pacific Time During this weekly maintenance window, maintenance -- as well as upgrades -- are performed.   For routine maintenance that involves downtime, an email message will be sent to the  in your organization three (3) days prior to the event.   Examples of routine maintenance include: operating system or platform patches, software installs or upgrades, server resizing and instance migration. If you have any questions or concerns regarding this maintenance, please create a support case. --- - Published: 2024-05-20 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/salesforce-2/ Salesforce Customers Mobileforce CPQ Mobileforce's enterprise no-code CPQ is the easiest solution for Salesforce customers to set up and use. That's why so many Salesforce CRM customers rely on Mobileforce CPQ for Salesforce to help with these key quote-to-cash challenges:Support for multi-tiered pricing, approvals or distributionA simple-but-powerful rules-based quoting & pricing engine1-click integrations with many systems (ERP, inventory, payment, eSig)Support for large or complex product catalogs ... and More More Information or Demo Request WATCH WHAT OUR CUSTOMERS SAY "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, Managing Director, SportSafehttps://www. youtube. com/embed/I7yxdYtIYGM? feature=oembed 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. MORE INFO TRY APP FOR FREE Why Salesforce CRM Customers are Choosing Mobileforce Whether you’re using Salesforce CRM, using Salesforce CPQ, using CPQ for Salesforce, not using CPQ software yet, or just considering options (or other solutions), it's easy to use Mobileforce's CPQ. With just a few clicks, you can quickly test our quote-to-cash solution... --- - Published: 2024-05-01 - Modified: 2025-01-03 - URL: https://mobileforcesoftware.com/partner-deal/ SUBMIT YOUR OPPORTUNITY Partner Questions? Ask Here If you're a Mobileforce partner -- or prospective partner -- and want to discuss an opportunity, we make it easy. Just complete & submit the form, and we will contact you right away -- within 1 business day. We help partners' companies meet the most complex & dynamic demands of pricing, quoting, configuring & servicing every day. https://youtu. be/Y2TbrvxsNL4 Partner Query or Deal Submission 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 Creatio + any ERP, inventory, payment or 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 --- - Published: 2024-05-01 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/salesforce3/ Salesforce Customers Mobileforce CPQ Mobileforce's enterprise no-code CPQ is the easiest solution for Salesforce customers to set up and use. Get a free quote-to-cash assessment to compare options. Then, get free migration from your current CPQ to Mobileforce CPQ to speed up your quote-to-cash processes by up to 5X & realize 50% cost savings. Support for multi-tiered pricing, approvals or distributionA simple-but-powerful rules-based quoting & pricing engine1-click integrations with many systems (ERP, inventory, payment, eSig)Support for large or complex product catalogs ... and More Free CPQ Assessment & Migration WATCH WHAT OUR CUSTOMERS SAY "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, Managing Director, SportSafehttps://www. youtube. com/embed/I7yxdYtIYGM? feature=oembed 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. MORE INFO TRY APP FOR FREE Why Salesforce CRM Customers are Choosing Mobileforce Whether you’re using Salesforce CRM, using Salesforce CPQ, using CPQ for Salesforce, not using CPQ software yet, or just considering options (or other solutions), it's easy to... --- - Published: 2024-05-01 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/salesforce2/ Salesforce Customers Mobileforce CPQ Mobileforce's enterprise no-code CPQ is the easiest solution for Salesforce customers to set up and use. Try Mobileforce CPQ alongside Salesforce CPQ on your own Salesforce CRM instance (sandbox) to see how you can speed up your quote-to-cash processes by up to 5X and realize 50% cost savings. Support for multi-tiered pricing, approvals or distributionA simple-but-powerful rules-based quoting & pricing engine1-click integrations with many systems (ERP, inventory, payment, eSig)Support for large or complex product catalogs ... and More Free 30-dayTrial Request WATCH WHAT OUR CUSTOMERS SAY "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, Managing Director, SportSafehttps://www. youtube. com/embed/I7yxdYtIYGM? feature=oembed 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. MORE INFO TRY APP FOR FREE Why Salesforce CRM Customers are Choosing Mobileforce Whether you’re using Salesforce CRM, using Salesforce CPQ, using CPQ for Salesforce, not using CPQ software yet, or just considering options (or other solutions), it's easy to use Mobileforce's CPQ. With... --- - Published: 2024-04-04 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/salesforcecpq/ Salesforce Customers Mobileforce for Quoting ? ? ? ? Whether You Have a Formal Quoting (CPQ) Solution or Not, We Can Help. We Work with All Types of Salesforce CRM Customers: (1) We help customers who have a CPQ but may need an enhanced, easier-to-adapt solution, and (2) We work with those who do not yet have a CPQ but need one. Mobileforce's robust, no-code CPQ addresses key quote-to-cash challenges, including:Support for multi-tiered pricing, approvals or distributionA simple, robust rules-based engine to manage large, complex product catalogs1-click integrations with many systems (e. g. , ERP, inventory, payment, eSignature) TRY APP FOR FREE PARTNER CONTACT US More Information or Demo Request WATCH WHAT OUR CUSTOMERS SAY "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, Managing Director, SportSafehttps://www. youtube. com/embed/I7yxdYtIYGM? feature=oembed 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. UNIFIED SALES-TO-SERVICE: We're the only company to seamlessly integrate quote-to-cash-to-service workflows, speeding up closing, revenue recognition & collection. What... --- > Mobileforce’s no-code CPQ simplifies quoting with multi-tiered pricing, seamless integrations, and powerful rules. Try it for free. - Published: 2024-03-29 - Modified: 2025-06-30 - URL: https://mobileforcesoftware.com/crm/ NO-CODE CPQ Your CRM Mobileforce Mobileforce's robust, no-code CPQ picks up where Salesforce, HubSpot & other CPQs leave off. That's why so many B2B customers rely on Mobileforce CPQ to help with these key quote-to-cash needs:Support for multi-tiered pricing, approvals or distributionA simple-but-powerful rules-based quoting & pricing engine1-click integrations with many systems (e. g. , ERP, inventory, payment, eSig)Support for large or complex product catalogs ... and More More Information or Demo Request WATCH WHAT OUR CUSTOMERS SAY "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, Managing Director, SportSafehttps://www. youtube. com/embed/I7yxdYtIYGM? feature=oembed 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 any 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. MORE INFO TRY APP FOR FREE Why B2B Customers are Choosing Mobileforce Whether you’re using Salesforce CRM or other CRM solutions, it's easy to use 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... --- > Mobileforce’s no-code CPQ simplifies quoting for Salesforce CRM users with multi-tiered pricing, seamless integrations, and powerful rules. Try it for free. - Published: 2024-03-26 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/salesforce/ Salesforce CRM Customers Mobileforce Mobileforce's enterprise no-code CPQ is the easiest and most robust solution for Salesforce customers to set up and use. That's why so many Salesforce CRM customers rely on Mobileforce CPQ for Salesforce to help with these key quote-to-cash challenges:Support for multi-tiered pricing, approvals or distributionA simple-but-powerful rules-based quoting & pricing engine1-click integrations with many systems (ERP, inventory, payment, eSig)Support for large or complex product catalogs ... and More More Information or Demo Request WATCH WHAT OUR CUSTOMERS SAY "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, Managing Director, SportSafehttps://www. youtube. com/embed/I7yxdYtIYGM? feature=oembed 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. MORE INFO TRY APP FOR FREE Why Salesforce CRM Customers are Choosing Mobileforce Whether you’re using Salesforce CRM, using Salesforce CPQ, using CPQ for Salesforce, not using CPQ software yet, or just considering options (or other solutions), it's easy to use Mobileforce's CPQ. With just a few clicks, you can quickly test... --- - Published: 2024-03-13 - Modified: 2025-03-17 - URL: https://mobileforcesoftware.com/get-demo/ More Info or Demo Request Questions? We've got answers... Mobileforce's no-code quote-to-cash-to-service solutions, with CPQ & FSM, enable companies to meet the most complex & dynamic demands of pricing, quoting, configuring & servicing, including: Support for multi-tiered pricing, approvals or distributionA simple-but-powerful rules-based quoting & pricing engine1-click integrations with many systems (e. g. , ERP, inventory, payment, eSig)Support for large or complex product catalogs ... and More More Information or Demo Request 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 Creatio + any ERP, inventory, payment or 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 --- > Mobileforce’s no-code CPQ simplifies quoting for Zendesk CRM users with multi-tiered pricing, seamless integrations, and powerful rules. Try it for free. - Published: 2024-03-12 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/zendesk/ PARTNERSHIP Mobileforce Zendesk Mobileforce's robust, no-code CPQ is the easiest CPQ to setup and use with Zendesk. That's why Zendesk customers rely on Mobileforce to help with these key quote-to-cash needs:Support for multi-tiered pricing, approvals or distributionA simple-but-powerful rules-based quoting & pricing engineOne-click integrations with multiple systems (e. g. , ERP, inventory, payment, eSignature)Support for large or complex product catalogs ... and More TRY APP FOR FREE PARTNER CONTACT US More Information or Demo Request WATCH WHAT OUR CUSTOMERS SAY 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, Managing Director, SportSafehttps://www. youtube. com/embed/I7yxdYtIYGM? feature=oembed 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 Zendesk + any ERP, inventory, payment or 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 offlineUNIFIED SALES-TO-SERVICE: We're the only company to seamlessly integrate quote-to-cash-to-service workflows, speeding up closing, revenue recognition & collection MORE INFO TRY APP FOR FREE Why Zendesk Customers are Choosing Mobileforce Whether you’re using just one Zendesk solution or many, using Zendesk Sell or another CRM, it's easy to use Mobileforce's CPQ. With just a few clicks,... --- > Mobileforce’s no-code CPQ simplifies quoting for Creatio CRM users with multi-tiered pricing, seamless integrations, and powerful rules. Try it for free. - Published: 2024-03-08 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/creatio/ PARTNERSHIP Mobileforce Creatio Mobileforce's robust, no-code quote-to-cash-to-service solution is the easiest to setup and use with Creatio. That's why Creatio customers rely on Mobileforce to help with these key CPQ and FSM needs:Support for multi-tiered pricing, approvals or distributionA simple-but-powerful rules-based quoting & pricing engine1-click integrations with many systems (e. g. , ERP, inventory, payment, eSig)Support for large or complex product catalogs ... and More TRY APP FOR FREE PARTNER? CONTACT US HERE More Information or Demo Request WATCH WHAT OUR CUSTOMERS SAY 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, Managing Director, SportSafehttps://www. youtube. com/embed/I7yxdYtIYGM? feature=oembed 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 Creatio + any ERP, inventory, payment or 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 offlineUNIFIED SALES-TO-SERVICE: We're the only company to seamlessly integrate quote-to-cash-to-service workflows, speeding up closing, revenue recognition & collection MORE INFO TRY APP FOR FREE Why Creatio Customers are Choosing Mobileforce Whether you’re already using Creatio SalesHub or Creatio CPQ -- or transitioning from other solutions -- it's easy to use Mobileforce's CPQ. With... --- > Mobileforce’s no-code CPQ simplifies quoting for SugarCRM users with multi-tiered pricing, seamless integrations, and powerful rules. Try it for free. - Published: 2024-03-07 - Modified: 2025-07-04 - URL: https://mobileforcesoftware.com/sugarcrm/ PARTNERSHIP Mobileforce SugarCRM Mobileforce's robust, no-code CPQ picks up precisely where Sugar Sell leaves off. That's why SugarCRM customers rely on Mobileforce to help with these key quote-to-cash needs: Support for multi-tiered pricing, approvals or distribution A simple-but-powerful rules-based quoting & pricing engine 1-click integrations with many systems (e. g. , ERP, inventory, payment, eSig) Support for large or complex product catalogs ... and More TRY APP FOR FREE PARTNER CONTACT US More Information or Demo Request WATCH WHAT OUR CUSTOMERS SAY 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, Managing Director, SportSafehttps://www. youtube. com/embed/I7yxdYtIYGM? feature=oembed 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 SugarCRM + any ERP, inventory, payment or 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 offlineUNIFIED SALES-TO-SERVICE: We're the only company to seamlessly integrate quote-to-cash-to-service workflows, speeding up closing, revenue recognition & collection MORE INFO TRY APP FOR FREE Why SugarCRM Customers are Choosing Mobileforce Whether you’re already using SugarCRM -- or transitioning from other solutions -- it's easy to use Mobileforce's CPQ. With just a few clicks, you... --- > Mobileforce’s no-code CPQ simplifies quoting for Hubspot CRM users with multi-tiered pricing, seamless integrations, and powerful rules. Try it for free. - Published: 2024-02-29 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/hubspot/ PARTNERSHIP Mobileforce HubSpot Mobileforce's robust, no-code CPQ picks up precisely where HubSpot's CPQ leaves off. That's why HubSpot customers rely on Mobileforce to help with these key quote-to-cash software needs:Support for multi-tiered pricing, approvals or distributionA simple-but-powerful rules-based quoting & pricing engine1-click integrations with many systems (e. g. , ERP, inventory, payment, eSig)Support for large or complex product catalogs ... and More More Information or Demo Request WATCH WHAT OUR CUSTOMERS SAY 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, Managing Director, SportSafehttps://www. youtube. com/embed/I7yxdYtIYGM? feature=oembed 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 HubSpot + any ERP, inventory, payment or 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 MORE INFO TRY APP FOR FREE Why HubSpot Customers are Choosing Mobileforce Whether you’re already using HubSpot SalesHub or HubSpot CPQ -- or transitioning from other solutions -- it's easy to use Mobileforce's CPQ. With just a few clicks, you can TEST our quote-to-cash solution with features that include support for: Complex, Multi-tiered Pricing & Approvals We help teams selling with complex or... --- - Published: 2024-02-09 - Modified: 2025-08-26 - URL: https://mobileforcesoftware.com/global-data-privacy-addendum/ Global Data Privacy Addendum This Global Data Privacy Addendum (this “Privacy Addendum”) is attached and made part of the agreement that references these Global Data Privacy terms (the “Master Agreement”) between Customer (as identified on the Quote), including all affiliates, if any, and the Service Provider which processes Personal Data on behalf of Customer pursuant to the Master Agreement (as identified on the Quote). The Privacy Addendum is divided into two separate addendums setting forth the privacy provisions applicable to the Master Agreement. Unless otherwise stated, the terms of this Privacy Addendum will apply to all processing of Personal Data in relation to the Services provided under the terms of the Master Agreement. PART A: EU/UK GDPR and Swiss Addendum 1. DEFINITIONS “Adequate Country” means a country or territory recognised as providing an adequate level of protection for Personal Data under an adequacy decision made, from time to time, by (as applicable) (i) the Information Commissioner’s Office and/or under applicable UK law (including the UK GDPR), or (ii) the European Commission under the GDPR, or (iii) the Swiss Federal Data Protection Authority under Swiss Data Protection Law. “Data Subject Request” means a request from a Data Subject to exercise the Data Subject’s right of access, right to rectification, restriction of Processing, erasure, data portability, object to the processing, or its right not to be subject to an automated individual decision making. “EEA” means the European Economic “EU Clauses” means the standard contractual clauses for international transfers of personal data to... --- - Published: 2024-02-09 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/support-addendum-for-saas/ Support Addendum for SaaS The following support terms (this “Support Addendum”) is entered into by and between the parties listed, and as of the Effective Date stated on the quote, referencing agreement or any other agreement that references this Support Addendum) (the “Referencing Agreement”). For clarity, “Customer” is the specific entity listed on the Referencing Agreement and does not include parents, subsidiaries, or any other affiliated entities (unless specifically listed in the Referencing Agreement). Capitalized terms used but not defined in this document have the meanings assigned to them in the Referencing Agreement. DEFINITIONS“Standard Support” means the Support level as set out in Section 2. “Gold Support” means the gold level of Support as set out in Section 3. “Issue” means a failure of the “Application” (as described in the Referencing Agreement) to substantially conform to the functional specifications set forth in the Documentation. “Platinum Program/Support” means the platinum program/support level of Support as set out in Section 4. “Response Time” means the time period in which the assigned support resource (or support system) shall provide Customer with an initial technical response as a result of an Issue reported by Customer. “Support” means the support services to be provided by the Service Provider to the Customer in accordance with this Support Addendum. “Support Level” means the level of Support (Standard Support, Gold Support (if available) or Platinum Program/Support) that has been selected by the Customer on the Referencing Agreement. “Term” means the duration set forth in the Referencing Agreement. STANDARD... --- - Published: 2024-02-09 - Modified: 2024-02-09 - URL: https://mobileforcesoftware.com/service-level-addendum-for-saas/ Service Level Addendum for SaaS This Service Level Addendum for SaaS (this “Service Level Addendum”) is entered into by and between the parties listed, and as of the Effective Date stated, on the quote, referencing agreement or any other agreement that references this Service Level Addendum (the “Referencing Agreement”). For clarity, “Customer” is the specific entity listed on the Referencing Agreement and does not include parents, subsidiaries, or any other affiliated entities (unless specifically listed in the Referencing Agreement). Capitalized terms used but not defined in this document have the meanings assigned to them elsewhere in the Referencing Agreement.   If the Software was purchased through a reseller, this Service Level Addendum applies to the agreement entered into between the reseller and the end user for the Software. For purposes of this Service Level Addendum, Customer shall refer to the end user. The following definitions apply to this Service Level Addendum. “Downtime” means the time in which any service is not capable of being accessed or used by the Customer, as monitored by Service Provider. “Monthly Uptime Percentage” means the total number of minutes in a calendar month minus the number of minutes of Downtime suffered in a calendar month, divided by the total number of minutes in a calendar month. “Exclusion from Downtime” The following are not counted as Downtime for the purpose of calculating Monthly Uptime Percentage: Service unavailability caused by scheduled maintenance of the platform used to provide the applicable service (Service Provider will endeavor to provide... --- - Published: 2024-02-09 - Modified: 2025-08-26 - URL: https://mobileforcesoftware.com/professional-services-terms-and-conditions/ Professional Services Terms and Conditions  The following Professional Services Terms and Conditions (these “Professional Services Terms”) are entered into by and between the parties listed, and as of the Term Start Date stated on the quote, order form or any other agreement that references these Professional Services Terms (the “Referencing Agreement”). These Professional Services Terms and the Referencing Agreement are referred to herein as the “Professional Services Agreement”. Capitalized terms used but not defined in these Professional Services Terms have the meanings assigned to them elsewhere in the Professional Services Agreement. For clarity, “Customer” is the specific entity listed on the Referencing Agreement and does not include parents, subsidiaries or any other affiliated entities (unless specifically listed in the Referencing Agreement).   These Professional Services Terms set forth the terms and conditions pursuant to which Service Provider will provide certain professional services to the Customer. For clarity, the parties agree that to the extent these Professional Services Terms discusses or involves any activity related to software licensed to Customer pursuant to a separate agreement, nothing in these Professional Services Terms modifies the terms of that license.   1. TERM Unless terminated as provided herein, these Professional Services Terms commence on the “Term Start Date” and continue through the “Term End Date” as set forth on each Referencing Agreement (the “Term”). 2. PROFESSIONAL SERVICES TO BE DELIVERED 2. 1. Service Provider will provide the professional services and deliverables (“Deliverables”) described in the Quote or Statement of Work attached hereto. Those services... --- - Published: 2024-02-09 - Modified: 2025-01-03 - URL: https://mobileforcesoftware.com/saas-license-agreement/ Software as a Service (SaaS) License Agreement These ‘Software as a Service’ Terms and Conditions (this “SaaS License Agreement”) is entered into by and between the parties listed, and as of the Effective Date stated on the quote, referencing agreement or other any agreement that references this SaaS License Agreement (the “Referencing Agreement”). The SaaS License Agreement and the Referencing Agreement are referred to herein as the “Agreement”. For clarity, “Customer” is the specific entity listed on the Referencing Agreement and does not include parents, subsidiaries or any other affiliated entities (unless specifically listed in the Referencing Agreement). This SaaS License Agreement sets forth the terms and conditions under which Service Provider will provide the Customer with software-as-a-service access to the object code form of the SaaS Products specifically identified on the Referencing Agreement (the “Software”) and made available to Customer as a hosted service (the “Services”). There shall be no force or effect to any different terms of any related purchase order or similar Customer generated form even if signed by the parties after the date hereof. Any capitalized terms used herein and not expressly defined shall have the meaning given to them as set forth in the Referencing Agreement executed between. 1. ACCESS AND USE 1. 1 Unless otherwise set forth in the Referencing Agreement, Service Provider hereby grants to Customer a fixed term, worldwide, nonexclusive, royalty free (for the Subscription Term, upon full payment of Fees), non-sublicensable and non-transferable right to access and use the Software solely... --- > Deliver personalized self-service experiences. Impress customers and partners with branded UI, seamless CRM integration, and easy content management. - Published: 2024-01-24 - Modified: 2025-01-21 - URL: https://mobileforcesoftware.com/software/connected-portal/ Mobileforce Connected PortalSelf-Service Experience Deliver white-glove digital and mobile UI experiences to your customers and partners Start Free Trial Talk to Us Why CX Connected Portal? Provide personalized digital experiences with customized content, data and branding Quickly build customized mobile apps with that same content and data that will WOW Features Pre-built branded UI templates you can personalize for customers and partners Built-in content manager lets you tag, organize, grant access to specific content Integration with CRMs providing customers and partners with access-controlled data at their finger tips Get Started Now Try Mobileforce or free, and explore all of the tools you’ll need to supercharge sales quoting and field services. Start Free Trial Talk to Us --- > View our FSM pricing. Compare plans for growing teams, including CRM integrations, dynamic scheduling, and GPS technician tracking. - Published: 2024-01-24 - Modified: 2025-06-02 - URL: https://mobileforcesoftware.com/pricing/pricing-cx-fsm/ FSM PricingScalable pricing plans for growing teams Supercharge Field Service Performance Professional $35Per user, per month, paid annually Free Trial Enterprise $80Per user, per month, paid annually Talk to Us Custom Need a customer solution, we’d love to talk Talk to Us Feature Comparison Professional Enterprise Digital and Mobile Forms Built-in cloud CRM integrations Job (service task) and appointment notifications Mobile and tablet ready: Native app or responsive mobile web Close service tasks with notes Work order and job service history Schedule and dispatch jobs Update service tasks - edit any field, add pictures and attach files GPS and technician tracking Barcode and digital signature capture Worker clock-in/clock-out capture Work schedule and time management Customer and contact management Content manager for manuals and documents Worker skills and territory management Job start/stop time capture Single sign-on and role based access control Dynamic scheduling and realtime route optimizations Track warranty and maintenance contracts Integration with CPQ for service estimates (CPQ subscription separate) Built-in collaboration connectors to Google Drive, Box, Dropbox, Sharepoint API integration with 3rd party and smart apps Custom tables and custom fields Inventory and parts tracking for field service Field service smart dashboards Professional service for customizations Feature Comparison Professional Enterprise Digital and Mobile Forms Built-in cloud CRM integrations Job and appointment notifications Mobile and tablet ready: Native app or responsive mobile web Schedule and dispatch jobs Work order and job service history Close jobs with notes Update jobs - edit any field, add pictures and attach files GPS and... --- > Discover how Mobileforce FSM streamlines field service management with dynamic scheduling, real-time tracking, and more. Ready to boost ROI and response times? - Published: 2024-01-24 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/software/field-service-management-fsm/ Mobileforce FSM Field Service Operations Arm your field service team real-time scheduling, technician location matching and time tracking for lightning-fast service response times. Start Free Trial Talk to Us Why FSM? Streamline operations: Automate manual processes and paperwork Seamless connection between dispatchers, technicians and customers Improved first-time fix rates Speed response times: Automated routing optimizations Dynamic scheduling based on technician skill, location and availability Instantly schedule around last-minute cancellations or emergencies Increase ROI: Increase service capacity through streamlined operations Instantly generate quotes for add-on services while in the field Features Dynamic scheduling, route optimization, technician load balancing, and territory management Built-in workflows for work-orders, ticket management and technician productivity Powerful technician routing optimizations Realtime tracking and reporting of field service tasks Built-in parts and inventory tracking bility to launch service tasks directly from your CRM Built-in analytics for an end-to-end video of service operations Optimized for web, tablet or smartphone Get Started Now Try Mobileforce or free, and explore all of the tools you’ll need to supercharge sales quoting and field services. Start Free Trial Talk to Us --- > Simplify RevOps with Mobileforce's CPQ tools. Automate complex quoting, streamline sales processes, and integrate seamlessly with your CRM. Try it free today. - Published: 2024-01-24 - Modified: 2025-01-21 - URL: https://mobileforcesoftware.com/software/configure-price-quote-cpq/ Mobileforce CPQ Configure, Price & Quote Empower your sales team to take revenue to the next level with Mobileforce’s intelligent CPQ Free Trial Talk to Us Why Mobileforce CPQ? Accelerate quote-to-cash and close deals faster Seamless integrations with CRMs and back-office systems Support for geographical currencies and price books Features Designed for high-growth companies with multiple sales motions (direct/indirect) Ready to use, customizable layouts and templates to create slick proposals in a flash Product and pricing dependency rules guarantee the validity of quotes Customizable rules for automatic approvals on discounts and pricing Built-in eSignature capability and integrations with DocuSign and PandaDoc Get Started Now Try Mobileforce or free, and explore all of the tools you’ll need to supercharge sales quoting and field services. Start Free Trial Talk to Us --- > Partner with Mobileforce to accelerate business success. Streamline sales with deep CRM integrations, intelligent quote rules, and enterprise-level security - Published: 2024-01-24 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/partners/ Partner with Us We work with leading companies within multiple industries to accelerate business success, improve ROI and optimize operations for Sales, Services and Marketing teams around the globe. Become a Partner Our Partners Deep Integration with CRMs and Back-office business applications Access Mobileforce CPQ directly from your CRM for a seamless sales experience Add CRM products, services and discounts to generate custom quotes and proposals in minutes Single sign-on with CRM credentials Built in eSignature capabilities and integration with major eSignature providers including DocuSign and Pandoc Ability to customize additional integrations with minimal coding Simple & Fast Quote Configuration Quick setup and simple onboarding for your team Built-in support for multiple product configurations, dependencies, and price discount scenarios Designed for multiple sales motions (direct/indirect) Intelligent Rules to Speed Quote Times Maximize Opportunities Intelligent quote parameter rules and validation Automatic approval routing to appropriate stakeholders Real-time capture of upsell, cross-sell, and promo opportunities Security and Access Control Enterprise-level security Role-based access control Get Started Now Try Mobileforce or free, and explore all of the tools you’ll need to supercharge sales quoting and field services. Start Free Trial Become a Partner Talk to Us --- > Mobileforce simplifies RevOps automation with CPQ solutions for sales and field service teams. Learn about our seamless integrations and scalable tools. - Published: 2024-01-24 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/about/ We help you optimize every touchpoint of the customer journey At Mobileforce, our focus is twofold: helping companies to gain access to data they need -- when they need it -- AND streamlining RevOps processes, so sales and service teams can shine in meeting their goals. Start Free Trial Talk To Us Our Customers Visionary companies in several industries rely on Mobileforce’s CPQ and FSM technologies to accelerate revenue growth and streamline field service operations Benefits Automate Processes Streamline quoting and field service operations, eliminate unnecessary paperwork and empower your team to focus on what they do best Seamless Integrations Our no-code/low code platform enables you to seamlessly integrate with CRMs plus business applications, including ERP, collaboration, inventory management, data storage and more Instantly Access the Data you Need Access the data you need, when and where you need it. With seamless integrations, you can instantly access multiple data sources and bring those into sales proposals and/or field services from any device Scalability Mobileforce is designed to scale with your company, with flexible pricing options for smaller mid-market companies up to enterprise level We help visionary companiesSELL AND SERVICE BETTER, FASTER. Meet the Team Mobileforce was founded by experienced entrepreneurs with expertise in building and scaling technology companies. Our team brings strong leadership experience and works to foster execution and innovation every step of our journey. Jagadish Bandhole CEO & Founder LinkedIn Bio Sekaran Nanja VP of Engineering & Founder LinkedIn Bio Dr. T. K. Lakshman VP of Product Management... --- > Streamline your sales process with no-code automation. Accelerate quotes, optimize field services, and drive pipeline growth with seamless CRM integration. - Published: 2024-01-24 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/solutions/ Solutions For Sales Teams:Accelerate quote-to-close time and increase revenue opportunity Take advantage of customized deal rooms to create fast, error free quotes in minutes – even for the most complex pricing structure Full integration with your favorite CRM and other back-office applications to access the data you need, right when you need it Provide controlled access to data and content For Service Operations Teams:Optimize operations across your field services team Take advantage of sophisticated routing algorithms for field technicians based on location and skill Increased transparency between dispatchers, technicians and customers for more efficient, streamlined cross-team communications Simplified cross-sell, up-sell opportunities for additional services so you don’t miss out on new opportunities For Marketing Teams: Instantly drive new pipeline with our embeddable web/mobile solution builder Enable customers to drive their sales experience by building customized solutions from any device Seamlessly integrate customer/quote data into your CRM so your sales team can capture opportunities as soon as they come in White-gloved so you can stylize with your company’s branding Get Started Now Try Mobileforce or free, and explore all of the tools you’ll need to supercharge sales quoting and field services. Start Free Trial Talk to Us --- > Centralize CRM data, automate workflows, and improve customer engagement for faster, more efficient results. See how you can streamline your operations, today. - Published: 2024-01-24 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/software/the-mobileforce-platform/ Mobileforce Platform The Mobileforce Platform provides centralized access to important business data directly from your CRM environment so you can improve customer engagement, speed response times, and streamline processes for faster, more efficient customer experiences. Start Free Trial Talk to Us Why The Mobileforce Platform? Single-pane-of-view + access to business data from multiple business applications for sales proposals/estimates, and service operations –all available to access from your favorite CRM. No coding is required. The Mobileforce Platform enables you to automate processes and streamlines data access from a centralized location (CRM), increasing quote to close rates and services competed The Mobileforce Platform enables you to streamline revenue and service operations for better productivity, and increased business opportunity, and can help significantly improve ROI How Mobileforce Helps Automate cross-team processes and communications Significantly increase response times for sales quotes or field services to win over new customers and increase customer retention Instantly gain access to key business app data directly from your CRM Simplify the application workflow using AskCPQ, a powerful conversational AI powered chat interface, to pre-fill quote and appointment components Get Started Now Try Mobileforce or free, and explore all of the tools you’ll need to supercharge sales quoting and field services. Start Free Trial Talk to Us --- > Explore our scalable CPQ pricing. Compare features for professional and enterprise users, including CRM integrations, pricing rules and more. - Published: 2024-01-24 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/pricing/pricing-cpq/ CPQ PricingScalable pricing plans for growing teams Accelerate Your Quote-to-Close Professional $30USD, per user, per month, paid annually Request Free Trial Enterprise $65USD, per user, per month, paid annually Talk to Us Custom Need a customer solution? We’d love to talk. Talk to Us Feature Comparison Professional Enterprise Built-in cloud CRM integrations Product catalog with categories & hierarchies Product configuration, dependency, pricing, and discounting rules (up to 10 rules) Intelligent rules-engine can auto-validate & auto-correct quote Unit based and fixed pricing schemes Quote products or time-based professional services Price books and currencies (single price book) Flexible quote template and UI layout (single layout) Configurable document template and doc merge rules (single template) Automatic quote or full proposal document generation Automatic save of quote data & documents to CRM Single sign-on (SSO) with CRM credentials Access CPQ within CRM UI for seamless experience Advanced pricing schemes - Fixed, variable (block, tiered, volume), subscription pricing Flexible quote templates and UI layouts (multiple) Product configuration, dependency, pricing, and discounting rules (unlimited rules) Configurable document templates and doc merge rules (multiple templates) Role-based access to products, pricing, rules & UI Multiple approval levels, approver groups and workflows Built-in CPQ e-Signatures Mobile and Tablet ready - native app or responsive mobile web Configurable products with their own options UI layouts Product and pricing bundles, nested products Dynamic, data-driven approval, discounting rules and triggers Custom fields within quote layouts Custom tables for additional business data driving quoting rules Customizable approval workflow email templates Add custom forms... --- > View our self-service portal pricing. Compare plans for growing teams, including CRM integrations, customizable templates, and access control features. - Published: 2024-01-24 - Modified: 2025-03-12 - URL: https://mobileforcesoftware.com/pricing/pricing-cx-portal/ Connected Portal PricingScalable pricing plans for growing team Create Branded, Self-Service Experiences for Customers & Partners Per Login Starts at $500/moUp to 500 Logins Request Free Trial Per User Starts at $2. 50/user200 User Minimum Talk to Us Custom Need a custom solution? We'd love to talk! Talk to Us Features Feature Pre-built, configurable templates with common workflows for each type of external audience Deep integration with CRMs and other back-office systems Ability to grant customer access to support cases, orders, profiles, knowledge base and product catalogs Ability to grant partner access to accounts, contacts, leads, opportunities and pricing info Built-in content manager: publish docs, videos, and HTML content Integration with Sharepoint, Box, DropBox and Google Drive Tagging and folders to organize content Access control to set content viewing permissions Access to Mobileforce's no-code platform to quickly build polished mobile apps and publish iOS or Android store Features Feature Pre-built, configurable templates with common workflows for each type of external audience Deep integration with CRMs and other back-office systems Ability to grant customer access to support cases, orders, profiles, knowledge base and product catalogs Ability to grant partner access to accounts, contacts, leads, opportunities and pricing info Built-in content manager: publish docs, videos, and HTML content Integration with Sharepoint, Box, DropBox and Google Drive Tagging and folders to organize content Access control to set content viewing permissions Access to Mobileforce's no-code platform to quickly build polished mobile apps and publish iOS or Android store Get Started Now Try Mobileforce or... --- > Explore the Mobileforce Blog for expert insights, webinars, and resources on optimizing sales processes with CPQ, CRM, and AI. Stay ahead in sales and RevOps. - Published: 2024-01-24 - Modified: 2025-01-21 - URL: https://mobileforcesoftware.com/resources/blog/ Blog General Resources February 14, 2024 Read More General Resources February 13, 2024 Read More General Resources January 22, 2024 Read More --- > Mobileforce delivers industry-leading CPQ solutions for sales & field service teams that are VERY easy to set up & use. Simplify & optimize quoting - learn more - Published: 2024-01-22 - Modified: 2025-04-16 - URL: https://mobileforcesoftware.com/ Enterprise CPQ Software No-Code Quote-To-Cash Solution For: SalesforceHubSpotCreatioSugarMicrosoftMore... Mobileforce delivers industry-leading CPQ solutions - for sales and field service teams - that are radically easy to set up and use. Simplify quoting, close sales, speed onboarding & field services in one unified, AI-powered platform. Close Deals. Faster. Contact Us Free Trial What exactly is Quote-to-Cash-to-Service? Trusted By 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, SportSafehttps://www. youtube. com/watch? v=I7yxdYtIYGM Customers Love Our No-Code Platform Why Field Sales & Service Teams Love Us Learn More Why RevOps & Service Operations Teams Love Us Learn More Why Management & Executive Teams Love Us Learn More ROI Calculator What is the ROI for customers with Mobileforce’s intelligent CPQ and FSM platforms? Take this 2-minute assessment to learn how your company can save money, boost revenue and delight even more customers. Get Started Boost your CRM ROI. Instantly. Close Deals Faster with Intelligent Configure, Price, QuotingMobileforce CPQ is an intelligent quoting and proposal engine that lets sales and revenue teams create customized, full-proof quotes in secondsData-driven, intelligent quotes with real-time validationFull integration with CRM and other back-office techFlexibility to customize data, dashboard and viewsLearn MoreSupercharge Field Service Management OperationsMobileforce FSM provides real-time scheduling, technician location matching and time tracking for lightening-fast response timesIncreased transparency between dispatchers, technicians and customersSophisticated routing algorithmsSimplified cross-sell, up-sell opportunities while in the fieldLearn MoreDeliver White-glove UI Experiences in MinutesMobileforce Connected Portal enables you... --- - Published: 2024-01-22 - Modified: 2024-11-13 - URL: https://mobileforcesoftware.com/privacy-policy/ Who we are Suggested text: Our website address is: https://mf2024. wpenginepowered. com. 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Login cookies last for... --- --- ## Posts > Discover how breaking down sales-service silos in industrial operations boosts service revenue, improves customer retention, and drives sustainable growth. - Published: 2025-08-26 - Modified: 2025-08-26 - URL: https://mobileforcesoftware.com/service-as-a-growth-driver-breaking-down-the-silos-in-industrial-business/ - Categories: General Resources The Growing Disconnect in Industrial Operations The industrial sector faces a critical challenge that's costing companies millions in missed revenue opportunities. While organizations invest heavily in advanced manufacturing technologies and sophisticated sales processes, many still struggle with fundamental alignment issues between their sales and service operations that directly impact profitability and customer satisfaction. This challenge is particularly acute for industrial companies seeking field service management best practices and industrial service revenue optimization strategies. Key Takeaways: Sales teams focus on pushing deals through quote-to-cash processes to meet quarterly targets Service teams manage installations, maintenance, and repairs through separate quote-to-service workflows This operational disconnect creates significant inefficiencies, missed service contract opportunities, and frustrated customers Industrial companies with aligned sales-service operations see 35% higher service revenue growth and improved customer retention rates Field service management market size was valued at $4. 68 billion in 2024 and is expected to grow at a compound annual growth rate (CAGR) of 16% between 2025 and 2034, highlighting the critical importance of optimizing service operations for sustainable growth. Yet despite this massive market opportunity, many industrial organizations continue to operate with fragmented systems that prevent effective collaboration between revenue-generating sales teams and service delivery operations. Key Insight: Manufacturing companies lead field service adoption with 22% market share, yet most fail to leverage service interactions for revenue expansion opportunities worth millions annually. The consequences of this misalignment extend far beyond internal inefficiencies. When sales and service teams operate in isolation, companies experience installation delays that frustrate customers, miss... --- > Discover why quote-to-service alignment is the missing link in SaaS revenue growth. Learn how sales-service integration reduces churn, boosts retention, and drives expansion with CPQ and RevOps best practices. - Published: 2025-08-25 - Modified: 2025-08-25 - URL: https://mobileforcesoftware.com/mastering-saas-growth-why-quote-to-service-alignment-matters-more-than-ever/ - Categories: General Resources The Growing Disconnect in SaaS Revenue Operations The modern Software as a Service (SaaS) landscape presents a critical paradox that's costing companies millions in lost revenue. While SaaS businesses invest heavily in sophisticated revenue operations and customer success platforms, many still struggle with fundamental alignment issues between their sales and service teams that directly impact their bottom line. This challenge is particularly acute for growing SaaS companies seeking revenue operations alignment best practices and customer retention strategies that actually work. Key Takeaways: Sales departments focus intensively on driving Annual Recurring Revenue (ARR) through quote-to-cash processes Service teams concentrate on delivering cloud uptime, seamless onboarding experiences, and comprehensive customer support through quote-to-service workflows This operational disconnect creates a dangerous revenue gap that impacts business growth, customer satisfaction, and long-term revenue sustainability for SaaS organizations of all sizes Companies with aligned sales-service operations see 36% higher customer retention rates and significantly improved expansion revenue According to 2025 B2B SaaS benchmarks, the average churn rate for B2B SaaS companies is 3. 5%, while industry analysis shows that SaaS companies should aim for annual churn rates of no more than 5% to achieve sustainable growth. Recent data indicates that SaaS churn rates dropped to 4. 2% in 2024 from 4. 4% in 2023, highlighting the critical importance of maintaining strong customer relationships throughout the entire customer lifecycle. Yet despite these concerning statistics, many SaaS organizations continue to operate with fragmented systems that prevent effective collaboration between revenue-generating and service-delivery teams. Key Insight: Every 1%... --- > Facing the Salesforce CPQ end-of-sale? This guide offers CIOs a strategic approach to CPQ migration, ensuring seamless integration, improved sales efficiency, and reduced technical debt. Learn how Mobileforce CPQ modernizes your quote-to-cash infrastructure while supporting compliance and scalability. - Published: 2025-07-30 - Modified: 2025-08-26 - URL: https://mobileforcesoftware.com/salesforce-cpq-end-of-sale-the-busy-cio-guide-to-future-proof-quote-to-cash-solutions/ - Categories: General Resources “Feels like we’re heading into a storm with no umbrella,” Sarah mutters as she scrolls through yet another vendor email announcing the end-of-sale for Salesforce CPQ. As CIO of a mid-market manufacturing company, she’s staring down a decision that ripples through every integrated system, every compliance audit, and every forecast her IT organization owns. And she’s not alone. Her morning starts with her Salesforce admin flagging update issues in their current CPQ configuration. They’ve been clamoring for new features in Salesforce CPQ for years, but now it looks like these will never be implemented. Next comes the Compliance team, raising alarms about access control concerns with Pricing data across regions. Then Marcus from Sales Ops knocks—his team’s discount approval workflows are breaking down, quote templates are inconsistent across regions, and they’re losing deals because complex configurations take too long to set up, get approvals for, and to close. And now this: the end of life of Salesforce CPQ would necessitate a mandatory platform migration to Salesforce Revenue Cloud Advanced. However, this migration requires a complete rebuild of the custom field extensions to managed objects, the product, pricing, and approval rules. All the apex code their team has spent years developing and fine-tuning for workflow and orchestration would need to be revisited in light of Business APIs and Flow that are both new to RCA. Worse, her Sales Ops team has spent months working on evaluating Salesforce RLM and while they think RLM and RCA are the same, they’re not quite... --- > Looking for the best CPQ software in 2025? Explore this complete guide to AI-powered quoting tools that streamline configuration, pricing, approvals, and deal velocity—featuring Mobileforce and next-gen sales automation. - Published: 2025-07-04 - Modified: 2025-08-26 - URL: https://mobileforcesoftware.com/best-cpq-software-in-2025-complete-guide-to-ai-powered-quote-configuration-pricing/ - Categories: General Resources "We used to spend 40% of our sales cycle just creating quotes. Now our AI CPQ handles complex configurations in minutes while I focus on actually selling. " - Sarah Chen, VP of Sales at TechFlow SolutionsThat quote hits home for thousands of B2B sales professionals drowning in spreadsheets, manual pricing calculations, and endless approval chains. If you're reading this, chances are you've felt that pain too. The Configure Price Quote (CPQ) landscape has undergone a seismic shift in 2025. What once required armies of sales engineers and weeks of back-and-forth negotiations now happens in real-time, powered by AI powered quote configuration pricing that learns from every deal, optimizes pricing on the fly, and even suggests the perfect product configurations. But here's the million-dollar question: with so many AI powered CPQ solutions 2025 flooding the market, which one actually delivers on its promises? More importantly, which best CPQ software 2025 option fits your specific B2B sales process like a glove? After analyzing dozens of platforms, interviewing sales leaders across industries, and diving deep into real-world implementations, we've uncovered the truth about today's top CPQ software comparisons. Spoiler alert: the answer isn't as straightforward as you might think. The AI Revolution in B2B Quote-to-Cash: Why 2025 is the Breakthrough YearRemember when creating a complex B2B quote meant juggling multiple spreadsheets, checking pricing tables, and playing phone tag with product specialists? Those days are becoming as outdated as fax machines. The best CPQ software 2025 doesn't just automate—it anticipates. These AI powered... --- > Solve complex quoting problems at scale with Mobileforce’s AI-powered AskCPQ™—a conversational, no-code CPQ agent that automates quote-to-cash with real-time data and compliance. - Published: 2025-06-30 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/solving-manual-quoting-problems-askcpq-ai-agent/ - Categories: Blog, General Resources The Quoting Nightmare That Keeps Sales Leaders Awake at NightIt's 4:47 PM on a Friday. Sarah, your top enterprise sales rep, is frantically toggling between seventeen browser tabs, three Excel spreadsheets, and her email inbox. She's been wrestling with a complex multi-product quote for six hours straight. The client's been waiting since Tuesday. Her manager's breathing down her neck. And somewhere in the chaos of volume discounts, approval workflows, and product dependencies, she's pretty sure she's about to lose a $2. 3 million deal. Sound familiar? You're not alone. These manual quoting problems plague thousands of growing businesses. What starts as manageable processes quickly become liability nightmares as you scale—like trying to coordinate a five-course meal for 500 guests using only handwritten notes and crossed fingers. If you're tired of watching deals slip away due to quoting delays, it's time to explore modern AI-powered quoting solutions that can transform your entire sales process automation strategy. Sales reps spend countless hours playing digital hopscotch between spreadsheets, outdated price sheets, email threads for approvals, and disconnected CRM entries. The result? Quoting delays that stretch into weeks, pricing errors that hemorrhage margins, approval bottlenecks that would make airport security jealous, and worst of all, lost deals that walk straight into your competitor's waiting arms. In an era where B2B buyers expect Amazon-like speed, Netflix-level personalization, and Uber-style transparency, clunky manual quoting isn't just inefficient—it's business suicide. Your prospects are comparing you to companies that can deliver instant, accurate quotes while you're still hunting... --- > Discover how AI-powered quoting software streamlines the quote-to-cash process, eliminates bottlenecks, and optimizes CPQ for manufacturing. Learn about revenue lifecycle management solutions. - Published: 2025-06-30 - Modified: 2025-08-26 - URL: https://mobileforcesoftware.com/ai-powered-quoting-eliminating-quote-to-cash-bottlenecks-with-mobileforce/ - Categories: Blog, General Resources Transform your sales process from quote creation to cash collection with intelligent automation and AI-powered CPQ solutionsThe Quote-to-Cash Crisis That's Bleeding Your Revenue DryYour star sales rep just spent three hours crafting the perfect quote for a high-value prospect. The configuration is complex but accurate, the pricing is competitive, and the buyer is ready to sign. Then it all stalls—stuck in approval limbo, riddled with last-minute errors, while a faster-moving competitor wins the deal. Sound familiar? This scenario repeats daily in companies slowed by manual quoting, siloed systems, and outdated workflows. Meanwhile, AI-powered CPQ solutions like Mobileforce with AskCPQ™ are eliminating these delays—accelerating quote cycles by up to 45%, boosting sales productivity, and turning revenue operations into a competitive weapon. If you’re still quoting the old way, it’s time to catch up. Ready to eliminate your QTC bottlenecks? Get your personalized Mobileforce demo today →Understanding Quote-to-Cash: The Revenue Backbone That Makes or Breaks Your BusinessQuote-to-cash isn't just another sales buzzword—it's the lifeblood of revenue generation. This critical business process encompasses every step from initial quote creation to final cash collection, touching virtually every department in your organization. When it works smoothly, deals flow like water downhill. When it doesn't? Well, that's where the real pain begins. The traditional QTC process follows a seemingly straightforward path: Configure your product or service, determine accurate pricing, generate professional quotes, negotiate and finalize contracts, process orders, handle billing and invoicing, and ensure proper fulfillment. Simple in theory, nightmarish in practice. Each handoff point introduces... --- > Transform HubSpot into an enterprise-grade quoting powerhouse with Mobileforce CPQ. Advanced pricing, automated approvals, and seamless quote-to-cash integration for growing businesses. - Published: 2025-06-27 - Modified: 2025-07-30 - URL: https://mobileforcesoftware.com/enterprise-cpq-for-hubspot/ - Categories: General Resources HubSpot's Enterprise Evolution Creates New Opportunities Imagine this: you're a sales leader at a rapidly scaling company. Your team made a smart move to HubSpot Sales Hub Enterprise, and the results speak for themselves. Pipeline management is stellar. Reporting gives you insights you never had before. Customer relationships are deeper and more organized than ever. HubSpot has become the backbone of your sales operation. Here's what's exciting about HubSpot's remarkable growth story. They've mastered the art of making complex CRM functionality accessible and powerful. Now they're extending that excellence upmarket, attracting enterprise clients who recognize the value of a platform that actually works the way sales teams think. It's a natural evolution for a company that's always prioritized user experience and practical functionality. As HubSpot expands into enterprise territory, they've built foundational CPQ (Configure, Price, Quote) capabilities that handle core quoting needs easily for common use cases. For many organizations, this provides exactly what they need to generate professional quotes while maintaining clean pipeline data. It's classic HubSpot—intuitive, integrated, and immediately useful. But here's where things get really interesting for enterprise teams. While HubSpot's CPQ foundation is solid, the most complex enterprise scenarios—multi-tiered pricing structures, sophisticated approval workflows, dynamic subscription billing models, and global currency considerations—require specialized capabilities that go beyond any CRM's core mission. That's precisely where Mobileforce adds value. We're augmenting the HubSpot platform to handle enterprise complexity while preserving everything that makes HubSpot exceptional. Think of us as the specialized layer that transforms your already-powerful HubSpot CRM... --- > Learn how to secure your CPQ platform with SSO, OAuth2, RBAC, and compliance controls. Discover best practices for protecting enterprise sales and pricing data. - Published: 2025-06-13 - Modified: 2025-08-10 - URL: https://mobileforcesoftware.com/what-is-secure-cpq/ - Categories: General Resources Introduction: Why CPQ Security Now Matters More Than Ever The deal was worth $8. 5 million—and it nearly fell apart because of a misconfigured CPQ rule that let an unauthorized user apply a steep discount without approval. By the time finance caught it, the quote had already been sent to the customer. This example is not uncommon. As CPQ platforms become deeply embedded in enterprise revenue operations, they’re no longer just sales tools—they’re high-value targets. These systems host pricing logic, discount thresholds, contract terms, and margin controls. For IT and security leaders, that makes CPQ more than just mission-critical—it makes it a potential liability. The stakes have never been higher. Consider the consequences of CPQ security failures: Financial Impact: Unauthorized discounting or pricing manipulation can cost companies millions in lost margins. Competitive Exposure: Leaked pricing strategies or special terms can undermine your market position. Regulatory Penalties: In regulated industries, mistakes or security breaches can trigger severe compliance penalties. Reputational Damage: Customer trust erodes quickly when sensitive quote information is compromised. A recent Forrester study found that 73% of enterprises experienced at least one security incident related to their sales technology stack in the past 24 months. With the average cost of a data breach now exceeding $4. 45 million (according to IBM's Cost of a Data Breach Report), the business case for securing CPQ platforms has become overwhelming. Enterprise CPQ deployments are typically integrated with CRMs (like Salesforce or HubSpot), ERPs (like NetSuite or SAP), contract management systems, and even... --- > Discover how modern CPQ platforms like Mobileforce streamline subscription management—automating renewals, handling mid-term amendments, and driving predictable recurring revenue growth. - Published: 2025-06-03 - Modified: 2025-08-01 - URL: https://mobileforcesoftware.com/subscription-management-cpq/ - Categories: General Resources Introduction: Welcome to the Subscription EconomyJust as software once transformed every industry it touched, subscriptions are reshaping how companies deliver value, build customer relationships, and generate revenue. From Netflix reshaping entertainment to Microsoft 365 redefining productivity to ChatGPT innovating in AI —and even extending to hardware and industrial equipment offered as a service—subscriptions are taking over. Businesses are quickly shifting from one-time sales to ongoing, relationship-driven recurring revenue models. But behind this transformative shift lies an operational puzzle that many organizations are struggling to solve. Managing subscriptions at scale—complete with complex renewals, mid-term adjustments, intricate pricing strategies, and interconnected systems—is quickly overwhelming teams accustomed to simpler transactional models. Without robust processes and powerful automation, the promise of predictable revenue can devolve into chaos, revenue leakage, and frustrated customers. Enter modern Configure, Price, Quote (CPQ) platforms. Initially designed as straightforward quoting tools, today's CPQ solutions have evolved dramatically to become comprehensive subscription management systems. They handle the entire subscription lifecycle—from initial configuration and pricing, through renewals and amendments, right down to forecasting future revenue streams. Platforms like MobileForce are leading the charge, helping companies turn subscription complexity into a strategic advantage. In this guide, we’ll dive deep into how CPQ technology has evolved to master subscription management, covering best practices for renewals, seamless handling of amendments, and proven strategies to accelerate recurring revenue growth. Whether you're a subscription veteran or just beginning the journey, you'll discover actionable insights to streamline operations, protect revenue, and build lasting customer relationships in the subscription... --- > Learn how to transition to a modern CRM CPQ solution without losing your legacy custom workflows. Get practical tips for seamless migration and smarter sales ops. - Published: 2025-05-22 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/modernizing-your-crm-cpq/ - Categories: General Resources Executive Summary Many enterprise organizations today face a growing conundrum: how to move away from aging, heavily customized CPQ (Configure, Price, Quote) solutions without disrupting their revenue operations. Legacy CRM and CPQ platforms such as Siebel and other older systems still support critical sales workflows but are increasingly unsustainable. The desire to modernize RevOps and Workflows coupled with the benefits of cloud is appealing, yet unattainable due to being held hostage by rising maintenance costs, vendor end-of-life, inflexible to changes, and lack of innovation. The stakes are high. Revenue operations cannot afford downtime. Sales teams cannot tolerate delays. Finance teams need visibility. The Market calls for new revenue models such as subscriptions and SaaS. Services need tight integration with the Sales that they follow. Field Service personnel quote and close future sales to existing customers. This mandates offline access to quoting and other workflows. Successful enterprises often follow a multi-channel sales strategy by which direct sales teams - and also resellers and distributors - initiate and complete the same process. The need for a uniform modern quoting solution is felt even more by Resellers and Distributors. And, still, IT leaders are wary of risky Rip and Replace strategies that jeopardize years of tailored workflows. This white paper outlines a revolutionary yet pragmatic approach: modernize your CPQ and revenue engine first without waiting to overhaul your CRM. Mobileforce offers a CRM-agnostic, cloud-native, no-code CPQ platform that lets you preserve your business logic while accelerating into a modern architecture. With seamless integration,... --- - Published: 2025-05-09 - Modified: 2025-05-09 - URL: https://mobileforcesoftware.com/webinar-ai-automation-101/ - Categories: General Resources, Webinars https://youtu. be/G_9R23nfabQ? si=CNmPLpaNrtZYZ4xHThis webinar was another one presented by the "AI & Automation in Sales & Marketing" HubSpot User Group. This was a straightforward, intelligent, and beginner-friendly introduction to AI and automation in HubSpot, showing and explaining how users can leverage these tools without feeling overwhelmed. What to Expect: If you are feeling behind on AI & automation in HubSpot, you're not alone. This beginner-friendly HubSpot User Group (HUG) event cut through the noise and showed people how to practically implement AI and automation solutions that are right for their team—without being overwhelming. What You’ll Learn: The AI basics every HubSpot user should know How to automate actions in HubSpot and save time Real-world examples of AI-powered marketing & sales workflows Live demos of HubSpot’s AI and automation tools Do you have additional AI in Sales & Marketing in HubSpot questions? Click here to learn more and get those questions answered. --- > Discover how Offline CPQ solutions enable your sales team to configure, price, and quote seamlessly—even in remote locations with no internet access. Overcome connectivity challenges and close deals faster. - Published: 2025-05-08 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/offline-cpq/ - Categories: General Resources Being online is a given—until it isn’t. Sales leaders in manufacturing, construction, and utilities know this all too well. Whether it’s an industrial equipment rep preparing an update quote from a wind-swept job site surrounded by signal-blocking infrastructure or a technician inside an underground facility, losing connection shouldn’t mean losing sales momentum. In these environments, the ability to generate fast, accurate quotes without internet access isn’t a nice-to-have—it’s a competitive necessity. This is where offline CPQ capabilities change the game. When delivered through a mobile-first, seller-centric platform like Mobileforce, offline-enabled CPQ empowers field teams to configure, price, and quote without interruption—no matter where the job takes them. What is a a limitation for others can serve as a powerful advantage for Mobileforce customers. In this blog, we’ll break down why offline CPQ is mission-critical for so many field sales teams, how Mobileforce delivers it differently, and what businesses should consider when putting this capability into action. The Critical Need for Offline CPQ in Today's Sales EnvironmentModern sales interactions rarely conform to the traditional office setting. Many lucrative deals originate—and frequently conclude—in the field, where products are being demonstrated, inspected, or installed. The ability to configure, price, and quote in these environments, regardless of connectivity status, has become non-negotiable for competitive sales teams. Consider these real-world scenarios:A construction equipment representative visits a newly established worksite to finalize a substantial equipment package, but cellular coverage is nonexistent due to remote locationA utilities specialist needs to upgrade a client's service configuration in a... --- - Published: 2025-05-01 - Modified: 2025-06-12 - URL: https://mobileforcesoftware.com/webinar_time-now/ - Categories: General Resources, Webinars https://youtu. be/QzNtlmQzw3UWebinar: "The Time is Now for Sales Hub + CPQ: Learn About the Enterprise-grade No-code Alternatives to Salesforce CRM + CPQ" With Salesforce CPQ officially reaching End of Sale (EOS), many larger CRM + CPQ customers have started evaluating options. Fortunately, HubSpot Sales Hub Pro/Enterprise, combined with Mobileforce CPQ, offers a powerful, enterprise-grade platform that represents the best of both worlds, CRM and CPQ. HubSpot, Evenbound and Mobileforce developed this webinar specifically for HubSpot prospects, customers and team members interested in Sales Hub - especially for mid-to-large deals. Learn why HubSpot Sales Hub + Mobileforce CPQ is becoming the ideal alternative for organizations looking at Salesforce alternatives, and learn how Evenbound is helping these organizations as they evaluate options. Click HERE to access the On-Demand Webinar. What You’ll Learn:The latest highlights and developments with HubSpot's updated Sales Hub platform integrated with enterprise no-code CPQWhy Salesforce's CPQ EOS is a game-changer—and why companies are considering HubSpot and Mobileforce along with their robust, easier-to-use CRM and CPQKey factors and RevOps best practices today for large and growing companies, including related to implementation, usability and automationDo you have additional CRM + CPQ questions? Click here to learn more. --- > Salesforce has planned End-of-Sale (EOS) of their CPQ. Discover why Mobileforce’s no-code, offline-ready, seller-first CPQ platform is a smarter move for RevOps and Admins in 2025. - Published: 2025-04-29 - Modified: 2025-08-02 - URL: https://mobileforcesoftware.com/sfdc_cpq_eos/ - Categories: General Resources Introduction: Big Shifts in the CPQ Market You’ve likely heard the news. Salesforce has officially moved its CPQ product into End-of-Sale (EOS) mode. That means Salesforce will not bring on any new customers to its legacy $1 billion/year onetime Steelbrick CPQ solution. There’s also been no significant updates to their legacy solution in more than three years and an unclear roadmap going forward. For Salesforce CPQ Admins and RevOps leaders, these developments raise urgent questions: What’s next? Is Salesforce Revenue Cloud CPQ the answer? Should we wait, migrate, or move on? And above all, how can we future-proof our quoting processes amid so much uncertainty? After years of helping hundreds of companies scale revenue through CPQ, we know what works—and what doesn’t. This post is the first in a new series aimed at helping you cut through the noise and take control of your CPQ strategy. What Salesforce CPQ End-of-Sale Actually Means Let’s be clear: End-of-Sale is not the same as End-of-Life. Existing customers can continue to use Salesforce CPQ and receive support—for now. But the writing is on the wall. With no updates in years, no public roadmap, and a full pivot toward Salesforce Revenue Cloud, it's clear that Salesforce is winding down its current CPQ offering. Salesforce Revenue Cloud CPQ is being positioned as the future. On paper, it sounds promising: a native, modern CPQ built on Salesforce's core platform. But here’s what you need to know: It is not yet ready for complex quoting environments. Most users... --- > Discover the top CPQ and sales operations tools for 2025 that eliminate quoting delays, improve pricing accuracy, and accelerate deal closures with seamless automation. - Published: 2025-03-27 - Modified: 2025-08-03 - URL: https://mobileforcesoftware.com/best-sales-operations-tools/ - Categories: General Resources 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... --- - Published: 2025-03-27 - Modified: 2025-06-18 - URL: https://mobileforcesoftware.com/webinar_idc_hubs_a8_2025/ - Categories: General Resources, Webinars https://youtu. be/C8lcAw43z20? si=GfzfOlVdYeaMg-9qAs businesses scale, automation becomes the key to unlocking growth. This webinar reviewed HubSpot’s latest innovations—combined with IDC’s market insights, Aptitude 8’s expertise, and Mobileforce’s no-code CPQ solutions. They discussed how your company can streamline lead generation, optimize sales workflows & processes, and drive revenue growth. Speakers: Heather Hershey, Research Director, Digital Commerce & CPQ Lead, IDC Oscar Zamorano, Senior Solutions Engineer, HubSpot Bryan Byler, CRO, Aptitude 8 Jagadish Bandhole, CEO, MobileforceWhat You’ll Learn: Seamless LeadGen & Sales Workflows: Learn how to automate lead generation and optimize sales processes to accelerate deal cycles. Turbocharge Your Sales Processes: Discover how HubSpot’s enhanced Sales Hub is redefining CRM with robust automation and configurability - and how seamless setup and ongoing usage is with the right technical operations support during setup. CPQ That Works for You: Explore Mobileforce’s no-code quote-to-cash, designed for seamless integration with HubSpot, which makes complex quoting + closing faster and more efficient. Better ROI with Integrated Revenue Lifecycle Management Solutions: See how the combined power of HubSpot’s Marketing Hub, Sales Hub, Mobileforce CPQ plus CRM Operations expertise from Aptitude 8 helps companies optimize their RevOps and sales efficiency. Do you have more questions about optimizing sales in HubSpot? Click here. --- > Discover how integrating CPQ and CRM streamlines sales processes, boosts productivity, and enhances customer experiences. Learn best practices for seamless implementation. - Published: 2025-02-27 - Modified: 2025-03-31 - URL: https://mobileforcesoftware.com/mobile-revolution-sales/ - Categories: General Resources Today, when business moves at the speed of a smartphone, sales teams require tools that are as dynamic and mobile as they are. Mobileforce offers a game-changing solution that liberates sales teams from the constraints of traditional CRM software. A truly mobile-optimized CRM and CPQ platform doesn’t just enhance sales processes — they significantly boost productivity by placing powerful customer insights and quoting capabilities directly at salespeople’s fingertips. The shift towards mobile workforces has accelerated the need for robust mobile CRM solutions. Field sales teams and remote workers particularly benefit from the ability to access and update customer information on the go. This real-time access to data enables more informed decision-making and personalized customer interactions... CLICK HERE TO DOWNLOAD eBOOK --- > Discover how integrating CPQ and CRM streamlines sales processes, boosts productivity, and enhances customer experiences. Learn best practices for seamless implementation. - Published: 2025-02-21 - Modified: 2025-05-07 - URL: https://mobileforcesoftware.com/streamlining-complex-sales-process/ - Categories: General Resources Are you struggling with slow quoting cycles, complex product configurations, and disconnected data in your manufacturing/distribution business? This article will help. Learn how industrial companies are revolutionizing sales processes with an integrated platform that includes quoting, inventory, and service, providing real-time data and offline access for field teams. Problems addressed include: (a) conquering approval bottlenecks, (b) improving sales conversion rates, and (c) enhancing customer satisfaction with a no-code/low-code, seller-centric platform. How to streamline complex configurations and automate approvals? What to do to integrate seamlessly with current and new CRM, ERP & inventory systems? This piece provides key insights to reduce overhead and help your sales team close faster... . CLICK HERE TO DOWNLOAD eBOOK --- > Discover how integrating CPQ and CRM streamlines sales processes, boosts productivity, and enhances customer experiences. Learn best practices for seamless implementation. - Published: 2025-02-13 - Modified: 2025-07-30 - URL: https://mobileforcesoftware.com/unlocking-sales-efficiency/ - Categories: General Resources Did you know that integrating CPQ (Configure Price Quote) and CRM (Customer Relationship Management) systems can lead to a 49% increase in proposal volume, a 36% improvement in achieving sales quotas, and a 27% reduction in sales cycle length? These statistics highlight the transformative power of combining these tools to streamline sales processes and boost revenue. Considering the competitive nature of the business world today, where customers expect better speed, accuracy, and personalization, CPQ-CRM integration has become more of a necessity. Let’s explore how this integration can impact your sales operations for the better. What is CPQ and CRM Integration? Before diving into the benefits, let’s clarify what CPQ and CRM integration entails. CPQ Software: A tool that helps businesses configure complex products or services, set pricing rules, and generate accurate quotes quickly. CRM Software: A platform for managing customer relationships, tracking leads, and organizing sales pipelines. When these two systems are integrated, they create a unified workflow where customer data flows seamlessly between platforms. Sales reps can access real-time information about customers, pricing rules, inventory levels, and approval workflows—all from a single interface. For example, solutions like Mobileforce CPQ integrate effortlessly with popular CRMs such as Salesforce, HubSpot, Microsoft Dynamics, Zendesk, SugarCRM, Creatio, and Pipedrive. This ensures that your sales team has everything they need at their fingertips to close deals faster and more efficiently. Why Integrate CPQ with CRM? The integration of CPQ and CRM isn’t just a technological upgrade—it’s a strategic move that delivers tangible business benefits: 1. Enhanced Sales... --- - Published: 2025-01-31 - Modified: 2025-01-31 - URL: https://mobileforcesoftware.com/webinar_hug_sales_ai_2025/ - Categories: General Resources, Webinars This webinar was an actionable, future-focused exploration of how AI and automation are revolutionizing leadgen and sales processes in HubSpot. This HubSpot User Group event dove into specific tools and strategies to streamline sales, featuring expert speakers and real-world examples from HubSpot partners. Each speaker guided us through a key stage of the sales funnel, showcasing how AI and automation tools can deliver results. 6sense kicked things off with a look at AI-powered ABM strategies for top-of-funnel success. Evenbound took us to the middle of the funnel, demonstrating how HubSpot's Prospecting Agent can accelerate lead nurturing. Finally, Mobileforce focused on bottom-of-funnel efficiency, sharing how CPQ tools ensure seamless deal closure. This event helped equip sales and marketing professionals with a blueprint for leveraging AI to scale and optimize their sales operations. Do you have more questions about optimizing sales in HubSpot? Click here. https://youtu. be/Zgsmkz6e_VQ --- > Discover how Mobile CRM Software is transforming sales by empowering field teams with optimized CRM and CPQ solutions. Enhance productivity, streamline processes, and drive success on the go! - Published: 2025-01-27 - Modified: 2025-07-04 - URL: https://mobileforcesoftware.com/mobile-sales-crm-cpq/ - Categories: Blog, General Resources Imagine Sarah, a top-performing industrial products sales rep, meeting her largest client at their iron ore facility in Hibbing, Minnesota. The client is requesting quoting and inventory details from Sarah for a large 7-figure order they are about to place. However, at this mining facility, Sarah’s desktop-bound CRM is inaccessible, and now this potential million-dollar deal hangs in the balance. This scenario is common for sales professionals tethered to outdated, non-mobile customer relationship management tools, especially in key industry sectors such as industrials, manufacturing, and construction. Today, when business moves at the speed of a smartphone, sales teams require tools that are as dynamic and mobile as they are. Mobileforce offers a game-changing solution that liberates sales teams from the constraints of traditional CRM software. A truly mobile-optimized CRM and CPQ platform doesn’t just enhance sales processes — they significantly boost productivity by placing powerful customer insights and quoting capabilities directly at salespeople’s fingertips. What is Mobile CRM? Let’s revisit some basics first. Mobile CRM software refers to customer relationship management systems designed specifically for use on smartphones and tablets. These systems provide core functionalities such as contact management, lead tracking, and sales pipeline visualization, all optimized for smaller screens and touch interfaces. The shift towards mobile workforces has accelerated the need for robust mobile CRM solutions. Field sales teams and remote workers particularly benefit from the ability to access and update customer information on the go. This real-time access to data enables more informed decision-making and personalized customer interactions.... --- > Struggling with complex quoting? Learn how Mobileforce CPQ transforms manufacturing sales with faster approvals and simplified workflows. - Published: 2025-01-03 - Modified: 2025-08-26 - URL: https://mobileforcesoftware.com/cpq-quoting-for-mfg/ - Categories: Blog, General Resources Top Challenges in Manufacturing and Distribution Sales ProcessesAs industrial markets evolve at lightning speed, manufacturers and distributors are under intense pressure to streamline sales processes and meet customer demands faster than ever. To grow, organizations need to often create sales quotations for complex products with ease. However, Gartner’s recent survey reveals that 62% of these companies identify slow quoting cycles as a major roadblock to sales growth. This highlights the urgent need for efficient Configure, Price, Quote (CPQ) solutions to stay competitive and drive success. Industrial manufacturers struggle with intricate product configurations and custom services, while distributors have to navigate vast supplier networks, fluctuating inventory, and complex pricing models based on volumes, product or solution type, customer tier, and contracts. To tackle these challenges, CPQ software has emerged as a game-changing solution, automating complex pricing structures, accelerating quote generation, and maintaining accuracy and compliance across the supply chain. In short, CPQ software for Manufacturing guides the salesperson and customer through options, ensures compatibility, automatically calculates pricing, and generates a professional quote and proposal, drastically speeding up the sales cycle and reducing errors. Complexity in QuotingFirst of all, product configurations can be very complex – especially in industrial settings. Both manufacturers and distributors face significant challenges when it comes to generating accurate and timely quotes. Manufacturers must manage a diverse range of products and configurations, often with customizable options that can dramatically affect pricing. For example, a customer might need a pump with specific dimensions, materials, and motor options – and... --- - Published: 2024-12-13 - Modified: 2025-01-31 - URL: https://mobileforcesoftware.com/webinar_hubspot_saleshub_2024/ - Categories: General Resources, Webinars This webinar reviewed the latest highlights and developments with HubSpot's updated Sales Hub platform integrated with enterprise no-code CPQ -- and how these integrated solutions add up to a superior RLM (Revenue Lifecycle Management) platform for mid-to-larger-sized customers. This interactive webinar provided updates on the latest developments with Sales Hub and why it’s a robust and easier-to-use CRM for larger companies. In addition, this webinar we also discussed how HubSpot and Mobileforce are able to offer a better, more robust, and easier-to-use CPQ as well, which seamlessly integrates with Sales Hub. Do you have more questions about HubSpot and Mobileforce? Click here. https://www. youtube. com/watch? v=1_eDQxqSqVw --- - Published: 2024-12-06 - Modified: 2025-02-15 - URL: https://mobileforcesoftware.com/streamlining-sales-amp-revops-in-2025-3-key-crm-amp-cpq-best-practices-in-manufacturing-amp-distribution/ - Categories: General Resources, Webinars Webinar participants joined Mobileforce, Impresoft Engage and SugarCRM for our informative discussion about Sales & RevOps in 2025, including the 3 key CRM & CPQ best practices that all sales leaders should consider - especially those in Manufacturing and Distribution sectors. This discussion focused on key benefits and efficiencies associated with optimizing your CRM and quote-to-cash-to-service workflows – from initial customer engagement to post-sale support and service. What participants gained from this webinar: --Best practices on RevOps optimization today --How to leverage your CRM & CPQ to improve efficiency and shorten sales cycles --Real-world insights & success stories based on specific examples & industry experiencehttps://www. youtube. com/watch? v=ZeFkieDg99Y --- - Published: 2024-11-27 - Modified: 2025-06-27 - URL: https://mobileforcesoftware.com/mobileforce-partners-with-creatio-to-deliver-a-fully-integrated-no-code-crm-and-cpq-solution-to-customers/ - Categories: General Resources Mobileforce’s No-Code Quote-to-Cash Application, Deployed Across Multiple Joint Customers, is Now Available in Creatio’s App Marketplace SUNNYVALE, Calif. –(BUSINESS WIRE)–November 26, 2024–As Creatio’s No-Code Day Mexico kicks off today, Mobileforce, the leading enterprise no-code RLM and CPQ platform provider, announced its partnership with Creatio, a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom, to offer its customers a robust no-code quote-to-cash solution. The combined Creatio-Mobileforce CRM and CPQ offering, which has been deployed across multiple joint customers, represents a key no-code innovation in deploying a fully integrated composable solution to optimize sales and RevOps efficiency. The Mobileforce CPQ is now available in Creatio’s Marketplace and can be deployed – and procured – seamlessly through Creatio. “We are excited to announce our partnership with Creatio, unifying two no-code leaders in our complementary segments,” said Jagadish Bandhole, CEO and co-founder of Mobileforce. “By combining Creatio’s no-code CRM platform with Mobileforce’s no-code quote-to-cash-to-service platform, joint customers will benefit from our seamlessly integrated, fully composable solution. This represents a milestone in delivering maximum flexibility in go-to-market workflow automation for customers – especially those facing changing or complex needs. ”“Our partnership with Mobileforce reflects Creatio’s commitment to empowering organizations with agile, no-code solutions to drive sales and operational excellence,” said Alex Donchuk, Senior Vice President, Global Channels at Creatio. “By combining Mobileforce’s enterprise no-code CPQ with Creatio’s AI-native no-code platform, we’re enabling customers to streamline their quote-to-cash processes, enhance ROI, and achieve greater flexibility in managing... --- > Discover the end-to-end process of Quote-to-Cash-to-Service (Q2C2S), from generating quotes and managing contracts to delivering services and recognizing revenue. Learn how this workflow streamlines sales, enhances customer satisfaction, and drives business growth. - Published: 2024-10-08 - Modified: 2025-02-07 - URL: https://mobileforcesoftware.com/what-exactly-is-quote-to-cash-to-service/ - Categories: Blog, General Resources What Exactly is Quote-to-Cash-to-Service? While Quote-to-Cash (QTC) is commonly known within all sales and RevOps circles, Mobileforce is proud of coining the phrase “Quote-to-Cash-to-Service” to describe our platform. But what exactly does it mean – and how does QTCS enhance sales for companies with field service or field sales teams? Quote-to-Cash and CPQ We know that QTC includes Configure, Price, Quote (CPQ) software, which we are pleased to offer to numerous customers from key sectors as part of our intelligent CPQ offering (see more details here). But QTC extends even beyond CPQ (see our post CPQ vs. Quote-to-Cash: What Exactly is the Difference? ) by also referring to the full sales cycle from initial quotes to final payments for revenue-generating products or services. This entire cycle includes all the steps involved in the sales process, from lead generation to sales, order management, invoicing, and payment. However, while the QTC process ends when the deal is closed and payment is made, the Quote-to-Cash-to-Service (QTS) process is just beginning. QTS includes a number of steps that QTC does not, many of which are critically important to companies’ growth and success – especially companies with significant field service or customer success teams. Adding FSM to CPQ QTS features post-closing and billing aspects that include all aspects of Field Services Management, which we are also pleased to offer to numerous customers from key sectors as part of our intelligent FSM offering (see more details here). FSM includes planning, optimizing, and overseeing the activities of... --- - Published: 2024-10-04 - Modified: 2024-10-04 - URL: https://mobileforcesoftware.com/webinar_hubspot_inbound_2024/ - Categories: General Resources, Webinars In this webinar, we helped unlock the future of sales and marketing with our HubSpot User Group event entitled "Explaining INBOUND: Top HubSpot AI Developments for Sales & Marketing Leaders. "If you missed INBOUND 2024 or you're just looking to dive deeper, this is your opportunity to catch up on the latest AI and automation advancements from HubSpot. During this session, we discussed the top AI developments that you need to know to stay competitive. Learn how to leverage these cutting-edge tools to streamline your processes, personalize customer experiences, and drive more revenue. Whether you’re a sales leader or a marketing pro, this event will have some insights for you. If you have more questions about enhancing sales and/or marketing with HubSpot plus AI and automation, click here or here. https://youtu. be/9_eXQiAqVnE? si=BdYqgMes7OQvn3Iy --- - Published: 2024-09-18 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/press-release-mobileforce-reaches-platinum-tier-as-a-hubspot-solutions-partner-and-announces-adding-new-joint-hubspot-customers/ - Categories: General Resources Joint Sales Hub & CPQ Customer Wins Include Larger Companies as Part of Upmarket EmphasisBOSTON–(BUSINESS WIRE)–September 18, 2024–Mobileforce, the leading enterprise no-code CPQ (Configure, Price, Quote) company, announced that it has reached the platinum tier of HubSpot’s Solutions Partner Program. The company also announced the closing of nine new joint customers for HubSpot’s Sales Hub and Mobileforce’s no-code RLM (Revenue Lifecycle Management) solutions in recent months. As HubSpot’s annual INBOUND conference kicks off in Boston today, Mobileforce is proud to share that it has achieved platinum tier status as a HubSpot solutions partner in less than 13 months. HubSpot’s Solutions Partner program consists of an ecosystem of companies and experts that offer sales, marketing, customer service, web design, CRM, and IT services, which also often originate and refer business to HubSpot. Mobileforce’s no-code enterprise CPQ has also been available for two years in the HubSpot App Marketplace where it has now received more than twelve 5-star reviews and a perfect 5. 0 average rating. Mobileforce’s CPQ picks up where HubSpot’s popular CPQ leaves off, for those customers requiring a more robust solution for increasingly complex and dynamic use-cases. Mobileforce is also pleased to announce the recent closing of nine joint Mobileforce CPQ and HubSpot Sales Hub customers, in addition to many other previous wins, including CleanMade, First Five Group, Mesh & Bar, Calyx Containers, Green Gorilla, Cloud Range, Trueline Infrastructure Solutions, T-Forge, and plentysystems AG. These joint wins are particularly noteworthy given that they were closed in conjunction with other... --- > Explore Revenue Lifecycle Management (RLM) and its impact on streamlining pricing, quoting, billing, and renewals. Learn how RLM drives efficiency, boosts customer satisfaction, and maximizes revenue growth. - Published: 2024-09-03 - Modified: 2025-08-26 - URL: https://mobileforcesoftware.com/what-exactly-rlm/ - Categories: Blog, General Resources "Revenue Lifecycle Management? Oh, that's just fancy talk for our sales process, right? "Wrong. Dead wrong. If you think RLM is simply CRM 2. 0 or another way to dress up your existing sales funnel, you're missing the forest for the trees. Revenue Lifecycle Management isn't just another three-letter acronym competing for space in your tech stack—it's a complete rethinking of how revenue actually flows through your business. Here's what most people get wrong about RLM. They see it as a sales tool when it's actually an orchestration platform. They think it's about closing deals faster when it's really about maximizing every dollar that walks through your door. They assume it's another CRM feature when it's actually the missing link between your marketing spend and your bottom line. The real story? RLM connects the dots between every revenue-generating activity in your organization. While traditional approaches treat sales, marketing, and customer service like separate kingdoms, RLM breaks down those walls and creates a unified revenue engine. This isn't just feel-good organizational theory—it's practical business necessity in a world where digital technology finally makes this level of coordination possible. Ready to stop leaving money on the table? See how RLM can transform your revenue operations →SaaS companies figured this out first. When your entire business model depends on recurring revenue, you can't afford to treat customer acquisition and retention as separate functions. Solutions like Salesforce's RLM platform didn't emerge by accident—they solve real problems for businesses where the quote-to-cash process determines whether... --- - Published: 2024-07-26 - Modified: 2024-10-03 - URL: https://mobileforcesoftware.com/webinar_hubspot_automate_sales/ - Categories: General Resources, Webinars It's 2024, the age of Automation, and this webinar proved quite popular and elicited a lot of great Q&A. This webinar with Evenbound, Mobileforce and HubSpot discussed three simple keys to optimizing -- and automating -- your Lead Management and Lead-to-Close processes with today's best practices. The webinar also outlined simple but powerful steps for companies to streamline their lead-to-close processes with real-world examples. If you have more questions about HubSpot lead management and automation, click here or here. https://www. youtube. com/watch? v=omzNMUdd2YI --- > Discover CPQ (Configure, Price, Quote) and how it streamlines sales by automating product configuration, accurate pricing, and professional quote generation. Learn its benefits for businesses with customizable offerings. - Published: 2024-07-25 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/what-exactly-cpq/ - Categories: Blog, General Resources Picture This: Your Sales Rep Just Lost Another Deal Because of a SpreadsheetYour top sales rep spent three hours yesterday crafting what should have been a slam-dunk quote. Complex product mix? Check. Competitive pricing? Double-check. Customer ready to sign? Absolutely. Then disaster struck—a single mistyped discount percentage in row 47 of their Excel masterpiece torpedoed the entire margin structure. Sound familiar? That's the reality for thousands of B2B sales teams still wrestling with manual quoting processes. Configure Price Quote (CPQ) software exists to prevent exactly these kinds of expensive mistakes while turning your quoting process from a liability into a competitive weapon. Here's what CPQ actually does: it automates the entire process of building customer quotes from product selection through final document generation. Think of it as having a seasoned sales engineer who never sleeps, never makes calculation errors, and knows every product detail, pricing rule, and discount policy by heart. The Three-Stage CPQ Process That Actually WorksSmart CPQ systems follow a logical three-step workflow that eliminates the guesswork:1. Configure: Sales reps select products and customize solutions based on customer requirements. But here's the key—the system prevents technically impossible combinations through built-in compatibility rules. No more discovering that Product A doesn't work with Service B after the contract is signed. 2. Price: The pricing engine handles all the complex calculations your team currently juggles manually. Volume discounts, customer-specific pricing agreements, multi-currency support, promotional pricing—everything gets calculated automatically with zero margin for human error. 3. Quote: Professional documents generate instantly with... --- - Published: 2024-05-28 - Modified: 2024-06-03 - URL: https://mobileforcesoftware.com/webinar_hubspot-and-ai_2024/ - Categories: General Resources, Webinars This was an exciting HubSpot User Group webinar, hosted by Evenbound, Mobileforce and HubSpot, dedicated to unraveling the complexities of HubSpot and AI integration, particularly for Sales and Marketing. This one-hour session helped demystify the process of leveraging AI within the HubSpot platform. We had three notable HubSpot experts and AI/Automation gurus share their insights and real-world examples. They broke down elaborate AI and Automation concepts into bite-sized, easily understandable segments, ensuring you walk away with actionable knowledge that you can apply directly to your business strategies. https://www. youtube. com/watch? v=JaDLI-eeK8c --- > Discover how AI-powered CPQ transforms quote-to-cash cycles, streamlines pricing strategies, and protects margins. Say goodbye to quoting chaos and hello to intelligent automation. - Published: 2024-04-10 - Modified: 2025-08-20 - URL: https://mobileforcesoftware.com/smarter-pricing-safer-margins-tackling-quote-to-cash-complexity-with-ai-powered-cpq/ - Categories: Blog, General Resources Your sales team just closed a major deal, but three weeks later, finance discovers the quote was off by 15%. The customer's furious about the pricing discrepancy. Your margins took a hit you can't afford. Your rep is demoralized, and your credibility is shot. Sound familiar? This scenario plays out daily in companies still managing complex pricing through spreadsheets, outdated catalogs, and manual processes. Meanwhile, organizations using AI-powered CPQ software report quote generation time reductions of 75% and deal closure rates that jump by an average of 23%. The gap between those struggling with antiquated quoting methods and those embracing intelligent solutions is widening fast. Traditional CPQ systems were built for a simpler world—one where product catalogs were smaller, pricing was more static, and buyers had patience for lengthy sales cycles. That world doesn't exist anymore. Today's intelligent CPQ software must handle multi-dimensional complexity while preventing the revenue leakage that's quietly bleeding your business dry. The business case for AI-powered quoting tools has never been stronger. McKinsey estimates AI can bring a potential $13 trillion to the manufacturing sector by 2030, while Accenture predicts a 40% productivity boost by 2035 in industries that adopt AI. It's no surprise that 83% of companies already say it's a top priority in their business plans. Yet adoption hesitation persists. A recent survey revealed that while 59% of manufacturers showed excitement for new tools that can streamline their processes, 20% remain very cautious about the future. This tension between opportunity and uncertainty creates the... --- - Published: 2024-03-12 - Modified: 2025-01-04 - URL: https://mobileforcesoftware.com/webinar-best-practices-on-converting-leads-to-revenue/ - Categories: General Resources, Webinars Join HubSpot, Evenbound, ChiliPiper and Mobileforce for this on-demand webinar and discover proven best practices to transform your B2B leads into paying customers. We discussed the entire conversion journey, from managing your leads in your CRM, to nurturing and marketing to them, to generating quotes and proposals, to closing as efficiently as possible. In this 60-minute session, you'll learn:How to effectively manage and respond to leads to optimize chances for successEfficient pricing and quoting practices that are both timely and accurateActionable steps to optimize your CRM and conversion funnel to eliminate roadblocks to purchaseHow to deploy and maintain end-to-end solutions for streamlining your sales processes that will grow and scale with youThis webinar is interactive and includes real-world examples and case studies from businesses that have successfully implemented these strategies. Watch Now --- > Led by TAI and Mobileforce, this on-demand webinar reviews best practices for sales and revenue teams to accelerate sales closing cycles and optimize ongoing revenue generation with optimized quote-to-cash processes. - Published: 2024-01-29 - Modified: 2025-01-03 - URL: https://mobileforcesoftware.com/how-hubspot-users-can-leverage-ai-chatgpt-intelligent-cpq/ - Categories: General Resources, Webinars - Tags: General Resources On-Demand WebinarLed by TAI and Mobileforce, this on-demand webinar reviews best practices for sales and revenue teams to accelerate sales closing cycles and optimize ongoing revenue generation with optimized quote-to-cash processes. Key Takeaways From This Interactive Webinar:–Cutting Sales Cycles: Learn how intelligent CRM + CPQ solutions and processes are accelerating Quote-to-Cash processes by up to 60%–RevOps Best Practices: How to enhance go-to-market teams’ efficiency and productivity, including solutions that significantly streamlining quotes and approvals–Interactive Discussion: Industry experts responded to key RevOps questions during interactive Q&AClick here to watch the webinar --- > Quote-to-cash processes is critical to companies' operations. Enter Configure, Price, Quote (CPQ) solutions, which help streamline processes. - Published: 2024-01-22 - Modified: 2025-04-16 - URL: https://mobileforcesoftware.com/4-ways-that-quote-to-cash-streamlines-sales-processes-cuts-sales-cycles/ - Categories: General Resources - Tags: General Resources In today’s competitive marketplace, businesses need to operate efficiently to stay ahead. The quote-to-cash process is a critical aspect of a company’s operations, and it can be a time-consuming and error-prone process. That’s where Configure, Price, Quote (CPQ) solutions come in. CPQ software helps businesses streamline the quote-to-cash process, while significantly improving efficiency and accuracy. Quote-to-cash provides several benefits for sales teams. Among them are faster lead times, more accurate pricing, and improved customer experience. CPQ solutions allow businesses to automate the quoting process, configure complex products accurately, and streamline approval processes. By using CPQ solutions, businesses can accelerate the quote-to-cash process and improve their overall operations. Here are four key ways a CPQ solution enables you to efficiently streamline your sales process and reduce sales cycles:Automating the Quoting Process: With a CPQ solution, businesses can create standardized quote templates that allow them to quickly generate quotes based on customer specifications. CPQ software can automate pricing calculations, taking into account factors like volume discounts and special pricing agreements. By automating the quoting process, businesses can reduce errors and save time, allowing sales teams to focus on closing deals. Configuring Complex Products: CPQ software can help businesses configure complex products more efficiently by automating the configuration process. The software can guide sales teams through the product configuration process, ensuring that all product options and variations are accounted for. This reduces the risk of errors and speeds up the quote-to-cash process. Streamlining Approval Processes:CPQ solutions can help businesses streamline approval processes by... --- > we explored three key pillars for a successful Configure-Price-Quote (CPQ) implementation: (1) Cost, (2) Industry Suitability, and (3) Seamless Integration. - Published: 2024-01-17 - Modified: 2025-07-30 - URL: https://mobileforcesoftware.com/5-crucial-considerations-before-deciding-on-a-quote-to-cash-solution-pt-2-by-frank-sohn-host-of-the-cpq-podcast/ - Categories: General Resources In my previous post, Part 1, we explored three key pillars for a successful Configure-Price-Quote (CPQ) implementation: (1) Cost, (2) Industry Suitability, and (3) Seamless Integration. Now, let’s dive deeper into the final two pieces of the puzzle: (4) User Acceptance criteria and (5) Ongoing Maintenance considerations. Companies are motivated to implement a quote-to-cash solution, especially given that it can be a fundamental aspect of closing deals faster (see also my recent post 3 Keys to Closing Deals Faster with CPQ in 2024). But these additional two factors can make or break your CPQ journey. So, let’s pay close attention to these two areas to help ensure a better CPQ project and result. Crucial Consideration #4: User AcceptanceEven the most powerful CPQ solution is useless if your team refuses to use it. Sure, a user-friendly interface and intuitive features go a long way, but securing user buy-in requires more than just ticking boxes. The key ingredient for a successful CPQ project remains the early and active engagement of your future CPQ users. From the get-go, invite them to participate in:CPQ solution demos: Let them test-drive the system, feel its interface, and experience its capabilities firsthand. The selection process: Give them a voice in choosing the solution that best fits their needs and workflows. Open feedback sessions: Encourage honest critiques and suggestions. Their concerns (addressed early) can become stepping-stones to successful adoption. While complete team consensus isn’t always necessary, it is vital that key players and essential teams are generally on... --- > 5 Crucial Considerations Before Deciding on a Quote-to-Cash Solution - Published: 2024-01-11 - Modified: 2025-08-03 - URL: https://mobileforcesoftware.com/5-crucial-pt1/ - Categories: General Resources As 2024 begins, do you have a Configure-Price-Quote (CPQ) solution on your company’s investment list? Whether you’re a first-timer or seeking an upgrade, choosing the right quote-to-cash solution requires careful thought. This blog post (part 1 of a 2-part post) explores three of the five crucial areas to consider before making that crucial decision, with the five being:1. Total cost2. Industry suitability3. Integration capabilities4. User Acceptance criteria5. Effort surrounding implementation and ongoing maintenanceGiven the amount of ground we’re covering in these different areas, this entire blog post – with all five areas – is going to be a bit lengthy. To make it more manageable, I’ve decided to split it into two parts. This first part will focus on crucial areas 1-3, and the next post will delve into areas 4 and 5. So, let’s get started. Crucial Consideration #1: Cost:When evaluating costs, consider two key aspects: Total Cost of Ownership (TCO) and Implementation Speed. TCO goes beyond the initial purchase price. It includes ongoing maintenance fees, software upgrades, and potential integrations with other systems (e. g. , adding a CAD integration to Solidworks later). Additionally, consider who handles these tasks. Can your internal RevOps team manage all of them or will they need to rely on IT? Or will you also need external consultants or system integrators? Performing tasks internally can lower TCO, but only if the technology is sufficiently user-friendly. Implementation Speed refers to how quickly your chosen CPQ solution can be up and running. Many companies underestimate... --- - Published: 2024-01-05 - Modified: 2025-06-18 - URL: https://mobileforcesoftware.com/three-keys-to-closing-deals-faster-with-cpq-in-2024/ - Categories: General Resources In November, I hosted a webinar with Mobileforce Software (a leading CPQ company) and Walpole Partnership (a leading CPQ systems integrator) called “Future-proofing Your Sales: How to Close More Deals, Faster in Challenging Times. ” This webinar highlighted some key points that I believe are worth sharing in this separate blog post. Key Point 1: Business Process Automation is a Pre-requisite for CPQ SuccessBefore implementing any CPQ solution, it is crucial to have a solid foundation of business process automation. This means ensuring that your business processes are clearly defined, documented, and streamlined. By taking this step up front, you can identify the specific requirements that your CPQ solution should address. In selecting the most suitable CPQ solution, it’s essential to conduct thorough research and consider the out-of-the-box features that align with your CPQ-related business processes. Engage with CPQ experts as needed to gain insights and guidance during the selection process. Key Point 2: Prioritize the Customer/User ExperienceA clean and simple user interface (UI) is paramount to ensuring a positive customer/user experience. Consider the different routes-to-market (RTMs) that your business employs to reach its customers. Omni-channel RTMs involve three primary routes:Continue Reading... --- > Explore how Sales and RevOps teams tackle challenges in their daily operations, from responding to inquiries swiftly to generating accurate quotes. - Published: 2024-01-02 - Modified: 2025-05-07 - URL: https://mobileforcesoftware.com/top-10-challenges-that-slow-sales-deals/ - Categories: General Resources 2024 is now here, and sales and RevOps leaders are shifting their focus to meeting their new revenues targets in the new year. Based on what we’ve seen in 2023, sales and RevOps teams face a range of obstacles when it comes to speed and efficiency in their daily operations. These challenges can hinder their ability to respond quickly to customer inquiries, generate accurate quotes, and close deals in a timely manner. Let’s delve into some of the most recent and frequent challenges leaders can expect to face in 2024:Key Challenges That Are Slowing Sales and Hurting RevenueManual Quote Generation: Traditional quote generation processes can be time-consuming and error-prone. Sales teams often have to manually calculate pricing, configure products, and create quotes, which slows down the sales cycle and increases the risk of errors. Complex Product Configurations: For businesses with diverse and complex product offerings, configuring products to meet customer needs can be a daunting task. This complexity can lead to delays in providing accurate quotes. Lack of Real-Time Insights: Sales teams require up-to-date market insights, competitor information, and customer data to make informed decisions. Without access to real-time data, they might miss opportunities and struggle to adapt to changing market conditions. Inefficient Data Management: Disparate systems and manual data entry can result in inconsistent customer information across platforms. This lack of data integrity can lead to delays and confusion during sales interactions. Limited Cross-Functional Collaboration: Effective sales often require collaboration across different departments, such as product management and pricing... --- > Join Lawson Products, SugarCRM and Mobileforce as industry experts from these organizations discussed RevOps best practices in the industrial, manufacturing, and distribution sectors. - Published: 2023-12-15 - Modified: 2024-03-15 - URL: https://mobileforcesoftware.com/how-industrial-manufacturers-distributors-maximize-profit-from-quote-to-sales-to-service/ - Categories: General Resources, Webinars On-Demand WebinarJoin Lawson Products, SugarCRM and Mobileforce as industry experts from these organizations discussed RevOps best practices in the industrial, manufacturing, and distribution sectors. Hear insights from Lawson Products, one of Industrial Distribution’s Big 50 distributors, along with SugarCRM and Mobileforce, in this interactive webinar. They reviewed key benefits and efficiencies associated with CPQ (Configure, Price, Quote), Field Services, and CRM – from initial customer engagement to post-sale support and service. What you’ll gain from this webinar:–Learnings on RevOps optimization for these three sectors–Real-world insights & success stories from Lawson based on industry experience–Proven strategies for maximizing quote-to-cash-to-service efficiencyClick here to watch the webinar --- - Published: 2023-11-18 - Modified: 2025-01-03 - URL: https://mobileforcesoftware.com/webinar-future-proofing-your-sales-how-to-close-more-deals-faster/ - Categories: General Resources, Webinars On-Demand WebinarWith experts from Novus CPQ, Mobileforce & Walpole Partnership, this on-demand webinar reviewed best practices for sales and revenue teams to manage quote-to-cash processes in 2023 and beyond — including accelerating sales closing cycles. Key Takeaways From This Interactive Webinar: –Sales Ops Best Practices: How to enhance go-to-market teams’ efficiency and productivity, including solutions that are now working better than ever–Cutting Sales Cycles: Learn how intelligent CRM + CPQ solutions and processes are accelerating Quote-to-Cash processes by up to 60%–Interactive Discussion: Attendees engaged directly in real-time with industry experts during our interactive Q&A sessionClick here to watch the webinar --- - Published: 2023-10-19 - Modified: 2025-01-21 - URL: https://mobileforcesoftware.com/webinar-webinar-sales-in-the-age-of-ai-best-practices-in-sales-enablement-quote-to-cash-in-2023/ - Categories: General Resources, Webinars On-Demand WebinarAI is leading to changes in how sales teams manage both their tech stacks and go-to-market strategies, resulting in increased efficiency and better data-driven insights. Join Mobileforce’s discussion with thought leaders at Accord and Hifive on how top-performing sales teams are successfully managing during this age of intelligence. Key Takeaways from this Interactive Webinar:–Gain insights into AI technologies that are shaping today’s sales landscape and their implications for revenue teams–Discuss best practices for enhancing go-to-market teams’ efficiency and productivity, including what tactics are working better and worse than ever–Learn how AI-driven CPQ solutions are accelerating Quote-to-Cash processes–Listen to insights from industry experts during our interactive Q&A sessionhttps://youtu. be/OtcQ67SH1ZQ --- > Mobileforce sets out to revolutionize RevOps with it's intelligent RevOps-as-a-Service platform, leading to the company tripling its customers - Published: 2023-10-15 - Modified: 2025-03-27 - URL: https://mobileforcesoftware.com/the-revops-revolution-how-companies-are-doing-more-with-less-with-a-unified-platform/ - Categories: General Resources Mobileforce’s No-code, Revenue-as-a-Service Platform Gains Momentum with 3X Customer Growth in Last 12 MonthsAs businesses increasingly push for efficiency — including consolidating technology solutions and streamlining operations to do more with less — Mobileforce is emerging as a RevOps leader with its intelligent and unified RevOps-as-a-Service (ROAS) platform. By unifying both CPQ (configure, price, quote) and FSM (field services management) solutions with one integrated platform — and then further integrating this no-code platform seamlessly with companies’ CRM, ERP and inventory management solutions — Mobileforce is helping business customers save time and make more money. Last week, on October 4th, Mobileforce announced the addition of key new customers to its ROAS platform, emphasizing its commitment to transforming revenue operations for enterprises. Additionally, the company revealed a tripling of its customer base in the 12 months since closing its venture financing round in 2022, highlighting the growing demand for unified business workflows. During this era of efficient growth, let’s dive deeper into these exciting developments and understand how Mobileforce is benefiting from — and taking advantage of — this new push for unified solutions and vendor consolidation. Key New Customers Pushing for EfficiencyMobileforce’s continued success hinges on its ability to attract visionary companies seeking innovative ROAS solutions. Two of its latest additions to the customer portfolio are iSolved and rijo42, both recognized leaders in their respective segments and regions. For example, as a leading Human Capital Management (HCM) technology provider, iSolved recognized the value of Mobileforce’s unified ROAS platform in optimizing their... --- - Published: 2023-10-04 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/press-release-mobileforce-adds-key-new-customers-for-its-intelligent-and-integrated-revops-as-a-service-platform/ - Categories: General Resources Company Also Announces Tripling of Customers Since Closing its Venture Financing Round in 2022SUNNYVALE, Calif. –(BUSINESS WIRE)–October 4, 2023– Mobileforce announced today the addition of new industry-leading customers for its intelligent and integrated RevOps-as-a-Service (ROAS) platform, including visionary companies that include iSolved, a leading HCM technology provider, and rijo42, the leading supplier of commercial coffee machines and ingredients in the UK. Mobileforce also announced year-over-year tripling of customers for its unified ROAS platform that includes CPQ (configure, price and quote), FSM (field service management) and extended enterprise portal modules. Mobileforce has enjoyed accelerated growth since making its unified RevOps automation platform available in the HubSpot, SugarCRM, Pipedrive, Creatio and Zendesk app stores and in conjunction with closing its $5. 85 million venture capital seed financing round in July 2022, led by Aspenwood Ventures. As businesses – and Mobileforce’s customers and prospects – are pushing to do more with less, there is an increasing demand for integrated SaaS applications that extend beyond simple point solutions into unified business workflows. Mobileforce’s ROAS platform, which is seamlessly integrated with companies’ CRM, ERP and inventory management systems, exemplifies this unified approach. “In 2023, companies with field sales and services teams are pushing aggressively for efficiency with their CPQ and FSM solutions,” said industry analyst Frank Sohn, President & CEO of Novus Consulting and host of The CPQ Podcast. “Enterprises are increasingly pushing to consolidate into a unified platform to avoid having to deploy and integrate multiple, disparate SaaS applications. Mobileforce’s growth with its unified... --- - Published: 2023-09-29 - Modified: 2025-06-27 - URL: https://mobileforcesoftware.com/webinar_hubs_sept23/ - Categories: General Resources, Webinars AI is significantly speeding up quoting and sales processes. On Sept. 28th, HubSpot, Mobileforce and Open Path walked through use-cases and demos on how revenue teams are leveraging HubSpot, AI and CPQ solutions to meet quotas faster. This webinar included the following highlights:* Use-Case Demos: See demos on how successful sales teams are using AI, HubSpot and CPQ solutions to meet quotas faster* Battle-tested Insights: Hear insights from leaders at HubSpot, Mobileforce & Open Path about accelerating revenue cycles. Follow Mobileforce on LinkedIn here: / mobileforcesoftware Follow Mobileforce on Twitter here: / mobileforce_sw Register and Watch Here --- - Published: 2023-09-12 - Modified: 2024-03-12 - URL: https://mobileforcesoftware.com/cpq-survey-v1-sept-2023/ - Categories: Blog, General Resources Welcome to Mobileforce’s CPQ Survey. We have surveyed over 50 Sales and RevOps senior executives on key questions related to Configuring, Pricing, and Quoting solutions. We have collected and compiled the response data — and we have prepared the results and insights in this full survey summary. To access the summary, please submit the form below. --- - Published: 2023-08-31 - Modified: 2025-07-04 - URL: https://mobileforcesoftware.com/the-surprising-or-less-obvious-benefits-of-cpq/ - Categories: General Resources Configure, Price, Quote (CPQ) software has emerged as a game-changer, revolutionizing quoting and sales processes in ways that are well understood. However, the benefits of a great quote-to-cash platform definitively extend beyond the sales team as well. This blog explores why embracing CPQ throughout the organization can propel growth and operational excellence in surprising (or non-obvious) ways. The Essence of CPQCPQ software revolutionizes sales by enabling customized quotes, accurate pricing, and seamless proposal generation. But more importantly, its influence is far-reaching, as it provides data-driven insights that shape strategic decisions. Additional Benefits of Expanding Adoption CPQ within Your CompanyCollaboration: CPQ fosters collaboration between departments, ensuring a cohesive customer journey from inquiry to delivery. Sales Efficiency: Automations and analytics in CPQ empower sales operations, enhancing efficiency, reducing errors and streamlining performance tracking. Marketing Synergy: CPQ data helps marketing teams tailor campaigns, ensuring messages align with product offerings and pricing. Supply Chain Optimization: Involving the supply chain team ensures accurate commitments, minimizing delivery delays. Finance and Legal: CPQ integration with finance and legal departments ensures compliance and minimizes errors. Customer Support: CPQ data assists support teams in resolving customer issues efficiently, boosting satisfaction. Innovation: Insights gathered through CPQ drive innovation and guide new product development. Strategic Insight: CPQ data informs strategic decisions, from market analysis to pricing strategies. Organizational benefits extend beyond sales to include revenue operations and related areas, including finance, operations, customer success and marketing. Here are Key Ways an Organization’s CPQ Adoption Can Empower RevOps & Adjacent SegmentsConsistency: Uniform... --- - Published: 2023-08-17 - Modified: 2025-06-15 - URL: https://mobileforcesoftware.com/the-psychology-of-pricing-the-role-of-cpq-tools/ - Categories: General Resources Pricing isn’t just a number, it’s a psychological game. The figure you see, whether on a price tag or during a sales negotiation, represents a delicate balance between business strategies and customer perceptions. In this intricate dance, Configure, Price, Quote (CPQ) tools play a pivotal role, helping businesses align their pricing strategies with psychological insights. Perceived Value is the customers’ assessment of a product’s benefit versus its cost. Businesses must highlight the value to make customers willing to pay a higher price. Price Anchoring refers to the first price a customer sees, which heavily influences their perception of later prices. Businesses can use anchoring to present initial high prices, followed by discounts, making the reduced prices seem like a great deal. Price Framing is another critical aspect. The way a price is presented can significantly impact customer decisions. For instance, a discount can be framed as “Get $20 off” or “Save 20%”. Both offer the same value, but the customer reactions may vary. Lastly, Fairness Perception can affect customer satisfaction and loyalty. This can be enhanced through transparent pricing policies, consistency across channels, and alignment with industry standards. MobileForce CPQ and Pricing PsychologyMobileForce CPQ is a dependable partner that helps businesses master pricing psychology. It equips companies with the tools to enhance perceived value, employ price anchoring, and apply effective price framing. By using MobileForce’s CPQ tool, businesses can craft pricing strategies that resonate with customers, enhance satisfaction, and drive growth. The complexities of pricing psychology become an opportunity to... --- - Published: 2023-08-17 - Modified: 2025-06-30 - URL: https://mobileforcesoftware.com/how-does-mobileforce-handle-compliance-and-regulatory-requirements/ - Categories: General Resources Meeting Compliance and Regulatory Requirements with MobileforceIn today’s business landscape, compliance and regulatory requirements play an integral role in ensuring the protection of customer data and the secure operation of businesses. The question arises, “How does Mobileforce handle compliance and regulatory requirements? ” The answer lies in our robust compliance management system and the sophisticated measures we implement to meet regulatory requirements. Understanding the Importance of Compliance and Regulatory RequirementsCompliance and regulatory requirements are standards and laws that businesses must adhere to in order to operate legally and ethically. These standards ensure the protection of consumer data, promote fair trade, and uphold the integrity of business operations. Mobileforce takes these requirements seriously and has integrated comprehensive compliance measures into its systems and processes. Mobileforce’s Compliance Management SystemMobileforce’s compliance management system is designed to meet and exceed a multitude of regulatory requirements. Our team continuously monitors the changing regulatory landscape and updates our systems accordingly to ensure we stay ahead of the curve. This includes robust data security measures to protect against breaches and unauthorized access. We employ advanced encryption techniques, strict access controls, and comprehensive system audits to ensure the highest level of data protection. Mobileforce and Regulatory ComplianceRegulatory compliance is a critical aspect of our business model. Mobileforce adheres to a variety of regulations, including data protection and privacy laws, anti-corruption laws, and industry-specific regulations. Our software solutions are designed with compliance in mind, ensuring that our clients can leverage our technology without worrying about regulatory violations. This is... --- > In a rapidly evolving business landscape, the integration of AI technologies is proving to be a game-changer in the realm of sales. Addressing a range of hurdles that have traditionally impeded sales processes, AI-powered solutions are reshaping the way organizations operate. Here’s how AI is revolutionizing sales practices. - Published: 2023-08-16 - Modified: 2025-06-27 - URL: https://mobileforcesoftware.com/harnessing-ai-for-sales-excellence-tackling-key-challenges-head-on/ - Categories: Blog, General Resources In a rapidly evolving business landscape, the integration of AI technologies is proving to be a game-changer in the realm of sales. Addressing a range of hurdles that have traditionally impeded sales processes, AI-powered solutions are reshaping the way organizations operate. Here’s how AI is revolutionizing sales practices:Streamlining Manual Quote Generation: AI-driven Configure Price Quote (CPQ) systems take the reins on quote generation. By analyzing customer requirements, product configurations, and pricing rules in real time, these systems eliminate manual calculations and mitigate the risk of errors. Navigating Complex Product Configurations: AI-infused CPQ tools excel in managing intricate product configurations. Employing sophisticated algorithms, they effortlessly navigate through diverse product options, constraints, and compatibility prerequisites, ensuring the swift generation of accurate and optimized configurations. Real-Time Insights Unleashed: AI-equipped CRM and analytics tools constantly harvest and evaluate real-time data from various sources, encompassing customer interactions and market trends. By furnishing sales teams with these invaluable insights, AI empowers them to make informed decisions and adapt promptly to shifting conditions. Revolutionizing Data Management: AI-augmented CRM platforms employ data integration and machine learning to seamlessly organize, sanitize, and centralize customer data. This results in consistent, precise, and up-to-date customer information available throughout the organization. Facilitating Cross-Functional Collaboration: AI-driven collaboration tools act as conduits for seamless communication and alignment among diverse departments. This harmonization streamlines workflows, delivers real-time updates, and ensures that pricing and product information remain accessible to pertinent teams. Seizing Upsell and Cross-Sell Opportunities: AI-powered CRM systems meticulously analyze customer behaviors and purchasing patterns,... --- > In a fast-paced world, speed and efficiency are crucial for sales success.When it comes to sales tech stacks, the adoption of no-code technologies have been particularly impactful, offering numerous speed advantages and opportunities for sales teams to enhance sales processes and drive greater efficiency.No-code technologies can help sales teams to achieve better efficiency and drive impactful results many ways, including: - Published: 2023-08-03 - Modified: 2025-06-18 - URL: https://mobileforcesoftware.com/6-ways-no-code-technologies-can-boost-sales-efficiency-and-speed/ - Categories: Blog, General Resources In a fast-paced world, speed and efficiency are crucial for sales success. When it comes to sales tech stacks, the adoption of no-code technologies have been particularly impactful, offering numerous speed advantages and opportunities for sales teams to enhance sales processes and drive greater efficiency. No-code technologies can help sales teams to achieve better efficiency and drive impactful results many ways, including:Empowering Sales Teams: No-code technologies empower sales teams by enabling them to build and customize their own software applications and automations without the need for extensive coding knowledge. Sales professionals can leverage intuitive visual interfaces and drag-and-drop functionality to create powerful solutions tailored to their specific needs. This empowers salespeople to take ownership of their processes, reduces reliance on IT departments, and enhances agility. Streamlining Workflows: Sales tech stacks often involve multiple tools and platforms that handle different aspects of the sales process, such as CRM systems, communication tools, and reporting platforms. No-code solutions allow sales teams to integrate these tools seamlessly, streamlining workflows and eliminating manual data entry or cumbersome data transfers. This integration and automation result in time savings, improved accuracy, and enhanced collaboration within the sales team. Rapid Application Development: No-code platforms provide a rapid application development environment, allowing sales teams to quickly create and deploy custom sales tools and applications. Whether it’s building a lead management system, a quote-to-close process automation, or a sales performance dashboard, no-code technologies empower sales teams to iterate and adapt their tools swiftly based on evolving business needs. This agility... --- > In an era characterized by digital innovation, the way businesses approach pricing is changing again. Traditional static pricing models, which evolved in the past few years to include variable usage-based pricing, are now changing again, leading to more adaptive and dynamic strategies. Central to this shift is the role of data. - Published: 2023-08-01 - Modified: 2025-06-08 - URL: https://mobileforcesoftware.com/the-rise-of-intelligent-pricing-harnessing-data-for-dynamic-pricing-strategies/ - Categories: Blog, General Resources In an era characterized by digital innovation, the way businesses approach pricing is changing again. Traditional static pricing models, which evolved in the past few years to include variable usage-based pricing, are now changing again, leading to more adaptive and dynamic strategies. Central to this shift is the role of data. Understanding Intelligent PricingAt the heart of intelligent pricing lies data analytics. By leveraging vast amounts of data, businesses can derive insights into consumer behaviors, preferences, and price sensitivities. The Mobileforce CPQ platform has become a key building block for companies addressing these challenges. As a leading solution in the quote-to-cash space, Mobileforce offers a data-driven approach that’s enhanced with machine learning capabilities. This means businesses can make real-time adjustments to their pricing, ensuring they remain both competitive and profitable. The Mechanics of Dynamic PricingDynamic pricing is based upon flexibility and adaptation. Here are key examples of dynamic pricing and how businesses adapt these models:Demand-Based Pricing: This model adjusts prices based on product demand. If a product sees increased interest or sales, its price might rise. Conversely, if demand drops, prices might be lowered to attract buyers. Competitor-Based Pricing: By monitoring what competitors are charging, businesses can adjust their prices accordingly, ensuring they aren’t pricing themselves out of the market. Time-Based Pricing: Prices change based on specific times or seasons. These price increases based on time may also correspond to surges in demand (i. e. , demand-based pricing). For instance, airlines may hike prices during peak travel times or utilities... --- > In today’s competitive business landscape, organizations are constantly seeking ways to optimize their sales processes, drive revenue growth, and enhance overall business operations. One powerful tool that can help achieve these goals is Configure, Price, Quote (CPQ) software. CPQ software enables businesses to streamline their sales cycle, improve pricing accuracy, and enhance the customer experience. Let’s explore how CPQ software can optimize your sales, revenue, and overall business operations. - Published: 2023-07-19 - Modified: 2025-07-30 - URL: https://mobileforcesoftware.com/how-cpq-software-optimizes-revops-and-overall-business-operations/ - Categories: Blog, General Resources In today’s competitive business landscape, organizations are constantly seeking ways to optimize their sales processes, drive revenue growth, and enhance overall business operations. One powerful tool that can help achieve these goals is Configure, Price, Quote (CPQ) software. CPQ software enables businesses to streamline their sales cycle, improve pricing accuracy, and enhance the customer experience. Let’s explore how CPQ software can optimize your sales, revenue, and overall business operations. Streamlining the Sales ProcessA key benefit of CPQ software is its ability to streamline the sales process. By automating the configuration, pricing, and quoting steps, CPQ software enables sales teams to generate accurate quotes quickly and efficiently. Sales representatives can easily configure products based on customer requirements, ensuring that quotes are tailored to meet their specific needs. This streamlining of the sales process eliminates manual errors, reduces quote turnaround time, and improves overall sales productivity. Improving Pricing AccuracyPricing accuracy plays a crucial role in maximizing revenue and profitability. CPQ software provides businesses with a centralized platform to manage pricing rules and guidelines. Sales teams can easily apply complex pricing models, such as volume-based discounts, tiered pricing, and contract pricing, ensuring accurate and competitive quotes. By automating the pricing process, CPQ software minimizes pricing errors and ensures consistent pricing across the organization. Enhancing the Customer ExperienceIn today’s customer-centric market, delivering an exceptional customer experience is paramount. CPQ software empowers sales teams to create customized quotes that align with customer requirements, resulting in an improved customer experience. With CPQ software, sales representatives can... --- > This webinar featured industry experts and CEOs from Mobileforce and Open Path Digital discussing "How HubSpot Users Are Closing Faster With AI, ChatGPT & Intelligent Quote-to-Cash." - Published: 2023-06-29 - Modified: 2024-03-15 - URL: https://mobileforcesoftware.com/webinar_hubs_jun23/ - Categories: General Resources, Webinars This webinar featured industry experts and CEOs from Mobileforce and Open Path Digital discussing "How HubSpot Users Are Closing Faster With AI, ChatGPT & Intelligent Quote-to-Cash. " This webinar will help you learn how to get the most out of #HubSpot by using AI to optimize your marketing, sales, and service. Learn how to use AI with HubSpot for: * Prospecting * Reporting * Quoting * Configurations * Approvals * And more Come get your questions answered and see what #AI can do for your sales operations and quote-to-cash processes. Find more details on how Mobileforce works with HubSpot here: https://mobileforce. ai/hubspot Follow Mobileforce on LinkedIn here: / mobileforcesoftware Follow Mobileforce on Twitter here: / mobileforce_sw https://www. youtube. com/watch? v=JKL-sVFnc5Y --- - Published: 2023-06-22 - Modified: 2025-08-26 - URL: https://mobileforcesoftware.com/cpq-software-complex-configurations-pricing-scenarios/ - Categories: Blog, General Resources Navigating complex product configurations and pricing scenarios can pose a challenge to many businesses, leading to errors, inefficiencies, and lost revenue opportunities. Fortunately, Configure, Price, Quote (CPQ) software has been designed to address these complexities, but can it truly handle intricate product configurations and pricing scenarios? The short answer is ‘Yes’—and in more ways than one. Understanding CPQ SoftwareCPQ software allows businesses to automate and streamline the sales process from configuration to pricing to quotation. With CPQ software, businesses can handle a variety of complex product configurations and create accurate, standardized quotes based on pre-defined pricing rules and guidelines. Let’s take a closer look at how CPQ software manages each step of the process. ConfigurationWhen it comes to complex products and services, CPQ software shines by providing robust configuration options. Sales teams can configure products based on customer requirements and key parameters, ensuring the generation of accurate quotes that meet customer needs. This automation reduces errors and ensures consistency across the sales team. PricingThe complexity of pricing can be easily managed with CPQ software. Pricing rules based on factors like volume, discounts, or customer contracts are embedded within the system. This makes it possible to automate pricing for even the most intricate product configurations. QuotationGenerating quotes can be time-consuming and prone to human error. However, with CPQ software, quotes are automatically generated based on the configured products and pricing rules, leading to faster response times and enhanced customer experience. CPQ Software and Complex Pricing ScenariosWhat sets CPQ software apart is... --- > CPQ and Quote-to-Cash (QTC) are two terms for solutions that are used interchangeably, but they refer to different stages of the sales process. They have different objectives -- and we will explore the key differences. - Published: 2023-04-27 - Modified: 2025-08-20 - URL: https://mobileforcesoftware.com/cpq-vs-quote-to-cash-what-exactly-is-the-difference/ - Categories: General Resources Your sales team just spent two weeks crafting the perfect proposal for your biggest prospect of the quarter. Product configurations are spot-on, pricing looks competitive, and the presentation is polished. Then reality hits—contract negotiations stall, fulfillment gets confused by missing details, and invoicing becomes a nightmare because half the quote data got lost in translation between systems. Sound familiar? This scenario plays out daily in companies wrestling with the CPQ software versus Quote-to-Cash dilemma. It's not just about choosing between tools—it's about deciding whether to solve one piece of the puzzle really well or tackle the entire revenue mess at once. CPQ software does exactly what it says on the tin: configure products, calculate prices, generate quotes. It's focused, specialized, and incredibly good at turning complex product catalogs into professional proposals. Think of it as the Swiss Army knife for sales teams drowning in configuration complexity. Quote-to-Cash takes a different approach entirely. It's the entire toolshed—quote generation, contract management, order fulfillment, billing, revenue recognition, and everything in between. When it works, it's beautiful. When it doesn't, it's expensive. Here's the data that should grab your attention: companies with optimized quoting processes achieve 105% of their sales quotas compared to just 82% for those still wrestling with manual, disconnected systems. That's not just a performance gap—it's the difference between thriving and surviving in today's marketplace. The question isn't whether you need better processes. The question is how much of your revenue operations you're ready to fix at once. If you're primarily... --- - Published: 2023-04-21 - Modified: 2025-08-01 - URL: https://mobileforcesoftware.com/key-tools-successful-sales-teams-use-to-automate-their-sales-processes/ - Categories: Blog, General Resources Successful teams often use a variety of tools to automate sales processes and improve efficiency. Here are some common tools and technologies that are often used:CRM: A Customer Relationship Management (CRM) system is a key tool for managing the sales process. It allows teams to track leads, opportunities, and customer interactions, as well as automate processes such as approvals and sales discount rules. Some popular CRM systems include Salesforce, HubSpot, SugarCRM, and Zoho CRM, among others. CPQ: Configure, Price, Quote (CPQ) software can help automate the quoting process, including approval validation and quoting parameters. It allows teams to quickly generate quotes, configure products and pricing, and manage discount rules. Mobileforce’s CPQ is unique because of its ability to support complex sales, product and pricing scenarios as well as critical compliance and approval processes. . Workflow Automation: Workflow automation tools allow teams to automate repetitive tasks and standardize processes. For example, they can automate approval workflows for sales quotes, manage discount approvals, and streamline contract creation and management. Data Analytics: Data analytics tools can help teams gain insights into their sales process, such as identifying areas for improvement, tracking sales metrics, and forecasting future performance. Some popular data analytics tools include Tableau Software, Power BI, and Google Analytics. Communication and Collaboration Tools: Effective communication and collaboration are critical for successful sales teams. Tools such as Slack, Microsoft Teams, and Zoom can help teams stay connected, collaborate on deals, and share information in real-time. By leveraging these tools and technologies, teams can... --- > Complex product variables and pricing parameters can often cause delays in the sales cycle, resulting in missed opportunities and lost revenue. To address this challenge, SugarCRM and Mobileforce have partnered to offer a fully-integrated Quote-to-Cash solution that can help businesses streamline their sales processes and shorten sales cycles. - Published: 2023-04-19 - Modified: 2024-12-13 - URL: https://mobileforcesoftware.com/how-to-streamline-sales-cycles-and-accelerate-revenue-with-sugarcrm-mobileforce-cpq/ - Categories: Blog, General Resources Complex product variables and pricing parameters can often cause delays in the sales cycle, resulting in missed opportunities and lost revenue. To address this challenge, SugarCRM and Mobileforce have partnered to offer a fully-integrated Quote-to-Cash solution that can help businesses streamline their sales processes and shorten sales cycles. On April 13th, Christian Wettre, SugarCRM SVP and GM, and Jagadish Bandhole, Mobileforce Co-founder & CEO, discussed insights and best practices on streamlining sales processes and sales cycles with SugarCRM + Mobileforce CPQ. The webinar began with Christian’s share on the power of SugarCRM and Intelligent CPQ moved into MobileForce’s addressing bottlenecks with intelligent quote-to-cash along with a live demo and ended with an interactive Q&A. Christian led with emphasizing the use of Sugar’s platform to compress sales cycles and reduce errors and to create a better buying process through three components discussed in more detail. He continued that our user-friendly platform partnered with Mobileforce allows us to extend into specialized functionality and tackle specific problems, such as getting quotes out easily. Jagadish carried on explaining that while CPQ has existed in the market, modern advancements and changes have driven new selling and business needs. He dove into some of the hurdles that manifest from these needs and how quote to cash handles modern business needs. --- > SUNNYVALE, CALIFORNIA, UNITED STATES, April 5, 2023 — Mobileforce, a leading provider of intelligent cloud-based Field Service Management (FSM) and Configure Price Quote (CPQ) solutions, today announced its partnership with SugarCRM, provider of the award-winning AI-driven CRM platform, to provide fully integrated field service management and quote-to-cash sales execution. - Published: 2023-04-06 - Modified: 2025-08-26 - URL: https://mobileforcesoftware.com/mobileforce-sugarcrm-announce-partnership-for-fully-integrated-field-service-management-quote-to-cash-sales-execution/ - Categories: Blog, General Resources Sugar Also Names Mobileforce Global ISV Partner of the Year and Announces Notable Joint CustomersSUNNYVALE, CALIFORNIA, UNITED STATES, April 5, 2023 — Mobileforce, a leading provider of intelligent cloud-based Field Service Management (FSM) and Configure Price Quote (CPQ) solutions, today announced its partnership with SugarCRM, provider of the award-winning AI-driven CRM platform, to provide fully integrated field service management and quote-to-cash sales execution. Today’s mobile workforce needs all customer tools at their fingertips, both in the office, out at job sites, or in the field. Increasingly, it’s crucial to have the ability to review a customer’s history, quote and configure a new work order, and update sales pipelines – all in one fully integrated application experience. This partnership addresses this need, combining Sugar’s powerful CRM features with Mobileforce’s intelligent field service management and robust, automated quote-to-cash capabilities, to optimize field service operations, accelerate sales processes, increase revenues and improve customer satisfaction. This combined Sugar–Mobileforce offering has generated significant market momentum, with recent joint global customers that include isolved, a leading provider of human capital management (HCM) solutions in the U. S. , among others. As a result, Sugar has named Mobileforce as its Global ISV Partner of the Year, recognizing the company’s expertise and contributions to the Sugar ecosystem. Each year, Sugar chooses partner award winners based on outstanding contributions and results as well as partner performance, customer outcomes and commitment to Sugar’s product and service standards. “Sugar’s partnership with Mobileforce is an exciting development, and we look forward to... --- --- ## Glossary Terms > Explore CPQ automated discounts and how they streamline quoting with intelligent rules, approval workflows, customer segmentation, and real-time margin analysis. Learn key discount types, benefits, implementation strategies, and advanced features to boost win rates and protect margins. - Published: 2025-08-20 - Modified: 2025-08-20 - URL: https://mobileforcesoftware.com/glossary/automated-discounts/ You are here:HomeGlossary Term What are CPQ Automated Discounts? CPQ automated discounts are smart pricing tools built into Configure, Price, Quote systems. They automatically adjust prices based on predefined business rules, customer characteristics, and deal specifics—all without requiring manual sales team intervention. The technology eliminates guesswork from discount decisions. Instead of sales reps calculating discounts manually or waiting for management approval on routine requests, the system applies appropriate discounts instantly based on established criteria. These systems integrate with CRM platforms and ERP systems to access real-time customer data, inventory levels, and cost information. The result is consistent, profitable pricing that accelerates quote generation while maintaining margin discipline. How CPQ Automated Discounts Work The technology operates through interconnected components that share information and execute pricing decisions seamlessly. Business Rules Engine At the foundation sits a rules engine that processes pricing logic automatically. It evaluates multiple factors simultaneously: deal size, customer tier, product mix, competitive situations, and contract terms. The engine works like a decision tree, but much faster. When a sales rep configures a quote, the system checks dozens of conditions in seconds and applies the appropriate discount level. No manual calculations, no waiting for approvals on standard discounts. Smart Approval Workflows For discounts requiring management approval, automated workflows route requests intelligently. The system knows which discounts need approval, who can approve them, and how to escalate based on discount size or customer risk. This means routine discounts get applied immediately, while exceptional cases get proper review. Sales reps know instantly... --- > Discover how adaptive quoting transforms sales proposals with real-time data, intelligent pricing, and customer insights. Learn benefits, features, use cases, and implementation strategies to improve win rates by 15–30% while protecting margins. - Published: 2025-08-20 - Modified: 2025-08-20 - URL: https://mobileforcesoftware.com/glossary/adaptive-quoting/ You are here:HomeGlossary Term What is Adaptive Quoting? Adaptive quoting is software that creates smarter sales proposals. Instead of using the same pricing for every customer, it adjusts quotes based on real-time information about markets, competitors, and individual customer behavior. Here's the difference: Traditional quoting pulls prices from a static catalog. Adaptive quoting analyzes dozens of factors—customer history, competitor pricing, market demand—then suggests the optimal price for that specific situation. The technology works alongside your existing CRM and CPQ systems. Sales teams get quotes that are more likely to win while protecting profit margins. Companies typically see 15-25% improvement in win rates within the first year. How the Technology Works Adaptive quoting operates through four connected systems that share information continuously. Data Collection and Analysis The foundation starts with data gathering. The system pulls information from multiple sources: your CRM shows customer purchasing patterns, market feeds provide competitor pricing, and inventory systems reveal product availability. This isn't just data storage—it's active analysis. Machine learning algorithms identify patterns that impact quote success. They might discover that enterprise customers prefer bundled solutions, or that quotes above certain thresholds trigger procurement reviews. Real-Time Price Calculation Once the system understands the situation, it calculates optimal pricing. Traditional methods use fixed formulas. Adaptive quoting weighs multiple variables: customer budget, competitive landscape, profit targets, and strategic objectives. The calculation happens instantly. Sales reps see recommended prices that balance win probability with margin protection. The system can also show alternative pricing scenarios and their predicted outcomes. Customer-Specific... --- > Discover how effective Bill of Materials (BOM) management improves manufacturing efficiency, supply chain performance, and product quality through integration with PLM, ERP, and MES systems. - Published: 2025-08-13 - Modified: 2025-08-13 - URL: https://mobileforcesoftware.com/glossary/bill-of-materials-bom/ You are here:HomeGlossary Term What is a Bill of Materials? A Bill of Materials (BOM) is a comprehensive, structured list that defines all components, assemblies, raw materials, parts, and quantities required to manufacture a finished product. Think of it as the master recipe for production—providing detailed specifications, part numbers, descriptions, and hierarchical relationships that guide manufacturing processes, procurement activities, and cost calculations throughout the product lifecycle. The power of modern BOMs lies in their integration capabilities. They connect seamlessly with Enterprise Resource Planning (ERP) systems, Product Lifecycle Management (PLM) platforms, and Manufacturing Execution Systems (MES) to create unified product definition frameworks. Digital BOM management leverages real-time data synchronization and automated change control to ensure accuracy while supporting complex product configurations and global manufacturing operations. Core Components of Bill of Materials Hierarchical Product Structure At its foundation, every effective BOM uses systematic organization of product components into parent-child relationships that reflect assembly sequences and manufacturing stages. Hierarchical structures enable clear understanding of product complexity while supporting modular design approaches and standardized manufacturing processes across product families. Part Identification and Specifications Beyond structure, BOMs require detailed component definitions including part numbers, descriptions, specifications, and supplier information that ensure precise procurement and manufacturing execution. Part identification provides unambiguous component references while maintaining consistency across engineering, procurement, and manufacturing functions. Quantity Requirements and Units Equally critical are precise specifications of component quantities needed per finished product unit, including measurement units and waste factors. Quantity definitions enable accurate material planning while supporting cost calculations and... --- > Learn what Service Lifecycle Management (SLM) is, its six phases, and how integrating SLM with CPQ and Field Service Management (FSM) drives consistent service delivery, boosts profitability, improves efficiency, and enhances customer satisfaction across industries. - Published: 2025-08-13 - Modified: 2025-08-13 - URL: https://mobileforcesoftware.com/glossary/service-lifecycle-management/ You are here:HomeGlossary Term What is Service Lifecycle Management? Service Lifecycle Management (SLM) is a systematic framework that organizations use to manage services from initial planning through retirement. Unlike traditional approaches that treat services as separate activities, SLM views services as strategic assets requiring coordinated management throughout their operational lifespan. This comprehensive framework ensures consistent service delivery, optimal resource use, and continuous value creation for both service providers and customers. Central to SLM's effectiveness is its integration with existing business systems. During sales and design phases, SLM works closely with Configure, Price, Quote (CPQ) systems, then seamlessly transitions to Field Service Management (FSM) platforms for operational delivery. This end-to-end integration ensures that service commitments made during sales are accurately executed through coordinated field service operations. The Six Phases of Service Lifecycle Management Service Lifecycle Management operates through six interconnected phases, each building on the previous stage to create a comprehensive service delivery framework. Rather than linear progression, these phases work through continuous feedback loops that ensure constant refinement and optimization. Service Strategy and Planning Every successful service begins here. Organizations define service objectives, assess market requirements, and establish resource frameworks through market analysis, competitive positioning, financial modeling, and alignment with business goals. The strategic decisions made during this foundational phase ripple through all subsequent activities, creating service configurations that integrate with CPQ systems for accurate pricing and quoting. Service Design Once strategic direction is established, teams turn to systematic development of service specifications. This involves creating detailed process maps, defining... --- > Discover the full scope of Asset Lifecycle Management, from planning and procurement to maintenance and disposal. Learn ALM phases, benefits, KPIs, and technology integrations to maximize asset performance and reduce total cost of ownership. - Published: 2025-08-11 - Modified: 2025-08-11 - URL: https://mobileforcesoftware.com/glossary/asset-lifecycle-management/ You are here:HomeGlossary Term What is Asset Lifecycle Management? Asset Lifecycle Management (ALM) is a comprehensive framework that optimizes the value, performance, and cost-effectiveness of physical and digital assets throughout their entire operational lifespan. This strategic approach encompasses planning, acquisition, deployment, operation, maintenance, and disposal of assets to maximize return on investment while minimizing total cost of ownership. ALM integrates seamlessly with Enterprise Resource Planning (ERP) systems for financial tracking and procurement workflows, while connecting with Computerized Maintenance Management Systems (CMMS) for operational maintenance execution. Modern implementations leverage Internet of Things (IoT) sensors and predictive analytics to transform reactive asset management into proactive, data-driven optimization strategies. The Seven Phases of Asset Lifecycle Management Asset Planning and Strategy The foundational phase where organizations identify asset requirements, evaluate alternatives, and develop acquisition strategies aligned with business objectives. Activities include needs assessment, technology evaluation, financial modeling, and risk analysis. This phase establishes specifications that guide procurement processes and inform ERP system configurations. Asset Procurement and Acquisition The systematic process of sourcing, evaluating, and purchasing assets based on established criteria and budgetary constraints. Includes vendor selection, contract negotiation, quality assurance, and delivery coordination. Procurement data integrates with ERP systems for financial tracking and CMMS platforms for asset registration. Asset Deployment and Commissioning The controlled implementation of assets into operational environments, encompassing installation, configuration, testing, and staff training. This phase ensures assets meet performance specifications and are properly integrated with existing systems. Deployment activities create baseline data for CMMS tracking and establish operational parameters. Asset... --- > Learn how Contract Lifecycle Management streamlines contract creation, negotiation, execution, and renewal. Explore CLM stages, benefits, software features, and implementation best practices to improve efficiency, compliance, and cost control. - Published: 2025-08-10 - Modified: 2025-08-10 - URL: https://mobileforcesoftware.com/glossary/contract-lifecycle-management-2/ You are here:HomeGlossary Term IntroductionContract Lifecycle Management (CLM) represents a fundamental shift in how businesses handle their agreements, transforming contract processes from chaotic, manual operations into streamlined, automated workflows. For organizations seeking to optimize their business operations, understanding CLM is essential for driving efficiency, reducing risks, and maximizing the value of contractual relationships. What is Contract Lifecycle Management? Contract Lifecycle Management is a comprehensive approach to managing contracts throughout their entire journey, from initial conception to final renewal or termination. CLM encompasses all activities involved in creating, negotiating, executing, monitoring, and renewing business agreements using systematic processes and technology-driven solutions. Unlike traditional contract management that often relies on scattered documents, email chains, and manual tracking methods, CLM provides a unified platform where organizations can handle every aspect of their contractual relationships. This approach transforms contracts from static documents stored in filing cabinets into dynamic business assets that drive strategic value. The Core Stages of Contract Lifecycle Management Pre-Signature Phase Contract Initiation and Planning The contract lifecycle begins when a business need arises for a formal agreement. This initial stage involves identifying the parties involved, defining the scope of work, and establishing preliminary terms. During initiation, stakeholders gather essential information such as financial terms, delivery dates, and compliance requirements that will form the foundation of the agreement. Contract Creation and Authoring Modern CLM systems revolutionize contract creation through automated templates and clause libraries. Instead of starting from scratch, legal teams can leverage pre-approved language and standardized clauses that ensure consistency while... --- > Discover what sales operations is, its key roles, strategies, and tools that drive efficiency, revenue growth, and sales team performance in modern businesses. - Published: 2025-08-04 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/glossary/sales-operations/ You are here:HomeGlossary Term IntroductionSales Operations (commonly referred to as "Sales Ops") is a strategic business function that optimizes sales processes, manages sales technology infrastructure, and provides analytical support to enable sales teams to operate more efficiently and effectively. Sales Operations serves as the operational backbone of the sales organization, focusing on process improvement, data management, strategic planning, and technology implementation to drive revenue growth and sales productivity. At its core, Sales Operations reduces friction in the sales process by handling all non-selling administrative tasks, allowing sales representatives to focus their time and energy on customer-facing activities and closing deals. The function encompasses everything from sales process design and territory planning to compensation management and performance analytics. Core Functions and Responsibilities Strategic Planning and Analysis Sales Operations teams are responsible for developing long-term sales strategies aligned with business objectives. This includes territory planning to ensure optimal coverage and resource allocation, capacity planning to determine staffing needs, quota planning to set realistic yet challenging targets, and compensation planning to design incentive structures that drive desired behaviors and outcomes. The strategic role extends to sales forecasting, where teams analyze historical data, market trends, and pipeline health to provide accurate revenue predictions. These forecasts are crucial for business planning, resource allocation, and investor communications. Process Optimization and Management One of the primary responsibilities of Sales Operations is to design, implement, and continuously improve sales processes. This involves mapping out the entire customer journey from lead generation through deal closure, identifying bottlenecks and inefficiencies,... --- > Discover what Quote-to-Service means and how it connects sales and field service operations. Learn how integrating CPQ and FSM improves efficiency, enables upselling, enhances customer satisfaction, and drives revenue growth in modern service-driven industries. - Published: 2025-08-04 - Modified: 2025-08-26 - URL: https://mobileforcesoftware.com/glossary/quote-to-service/ You are here:HomeGlossary Term What is Quote-to-Service? Quote-to-Service (Q2S) is an end-to-end business process that encompasses the complete customer journey from initial sales quotation through to the ongoing delivery, management, and optimization of services throughout their entire lifecycle. Unlike traditional Quote-to-Cash (Q2C) models that conclude once payment is received, Quote-to-Service extends the customer relationship into the post-sale environment, ensuring seamless service delivery and fostering long-term value creation. Core Components and Process Framework The Quote-to-Service model integrates several critical business functions into a unified workflow: Pre-Service Phase Quote Generation and Configuration: The process begins with sophisticated product and service configuration tools that help sales teams create accurate, customized quotes tailored to specific customer requirements. Modern Configure, Price, Quote (CPQ) systems automate this initial step, ensuring consistency and reducing errors in the quotation process. Contract Management and Negotiation: Following quote acceptance, the process transitions into contract creation, negotiation, and execution phases. This stage establishes the formal service agreements, including Service Level Agreements (SLAs), response times, and performance metrics that will govern the ongoing service relationship. Service Delivery Phase Service Scheduling and Dispatch: Once contracts are finalized, Quote-to-Service systems coordinate the scheduling and dispatch of field service technicians or support teams. Advanced Field Service Management (FSM) capabilities enable real-time tracking, route optimization, and resource allocation to ensure efficient service delivery. Workflow Automation and Integration: The Q2S framework emphasizes seamless integration between sales systems, Customer Relationship Management (CRM) platforms, Enterprise Resource Planning (ERP) systems, and field service applications. This integration enables automated workflows that... --- > Learn what Field Service Management (FSM) is, its core features, industry applications, and benefits. Discover how FSM improves workforce productivity, compliance, and service delivery across utilities, telecom, healthcare, manufacturing, and more. - Published: 2025-08-04 - Modified: 2025-08-26 - URL: https://mobileforcesoftware.com/glossary/field-service-management/ You are here:HomeGlossary Term IntroductionField Service Management (FSM) represents a critical business discipline that enables organizations to coordinate, optimize, and deliver services outside their primary facilities. As businesses increasingly rely on mobile workforces and on-site service delivery, understanding FSM has become essential for operational success and competitive advantage. What is Field Services Management? Field Service Management is the comprehensive coordination of a company's resources, including employees, equipment, and operations, to deliver services at customer locations rather than at company premises. This multifaceted approach encompasses everything from initial service requests through final invoicing, creating an integrated system that maximizes efficiency while ensuring exceptional customer experiences. At its core, FSM involves managing workers who perform tasks outside the traditional office environment. These field workers include technicians, engineers, healthcare professionals, sales representatives, and various specialists who deliver services directly to customers at their locations. The scope of field service has expanded dramatically, with approximately 80% of the global workforce now classified as "deskless," working in environments that require mobility and flexibility. Core Components of Field Service Management Scheduling and Dispatching The foundation of effective FSM lies in intelligent scheduling and dispatching systems that optimize resource allocation. Modern FSM platforms use advanced algorithms to match technicians with appropriate jobs based on multiple factors including skill sets, geographic proximity, availability, and workload capacity. Smart scheduling tools leverage artificial intelligence to create dynamic schedules that automatically adjust to real-time conditions, ensuring optimal resource utilization throughout the day. Work Order Management Work order management serves as the... --- > Learn how to build a winning sales operations strategy. Discover key components, best practices, technology integration, KPIs, and RevOps alignment to optimize sales performance and achieve predictable revenue growth. - Published: 2025-08-03 - Modified: 2025-08-26 - URL: https://mobileforcesoftware.com/glossary/sales-operations-strategy/ You are here:HomeGlossary Term IntroductionSales Operations Strategy represents a systematic approach to optimizing the processes, technology, and people that support sales teams in achieving revenue goals. This strategic discipline has evolved from administrative support functions into a critical business capability that drives efficiency, productivity, and sustainable growth across modern organizations. What is Sales Operations Strategy? Sales Operations Strategy is the comprehensive framework that aligns sales activities with business objectives through data-driven planning, process optimization, and strategic resource allocation. It encompasses the systematic coordination of people, processes, and technology to enable sales teams to perform at their highest potential while driving predictable revenue growth. At its core, sales operations strategy focuses on four foundational pillars: strategy and planning, technology management, operations oversight, and performance optimization. This holistic approach ensures that sales organizations operate efficiently while maintaining alignment with broader business goals and market demands. Core Components of Sales Operations Strategy Strategic Planning and Goal Alignment Strategic planning forms the foundation of effective sales operations strategy, involving comprehensive analysis of market conditions, competitive landscape, and internal capabilities. Sales operations teams develop territory plans, capacity models, quota structures, and compensation frameworks that align individual performance with organizational revenue targets. This component includes go-to-market strategy development, sales hierarchy definition, account redistribution, and territory optimization. The planning process ensures that sales resources are deployed strategically to maximize market coverage and revenue potential while maintaining operational efficiency. Process Design and Optimization Process optimization focuses on streamlining sales workflows to eliminate bottlenecks and accelerate deal velocity. Sales... --- > CPQ Cloud is a cloud-based solution automating the Configure, Price, Quote process, enabling businesses to optimize complex product configurations and pricing strategies. Learn how it enhances operational efficiency, customer experience, and scalability. Explore industry applications and future trends. - Published: 2025-08-02 - Modified: 2025-08-26 - URL: https://mobileforcesoftware.com/glossary/cpq-cloud/ You are here:HomeGlossary Term IntroductionConfigure, Price, Quote (CPQ) Cloud represents a transformative approach to sales automation that has revolutionized how businesses manage complex product configurations, pricing strategies, and quote generation. As enterprises increasingly adopt cloud-based solutions, CPQ Cloud has emerged as a critical technology for streamlining the quote-to-cash process while enhancing customer experiences and driving revenue growth. What is CPQ Cloud? CPQ Cloud is a cloud-based software solution that automates and optimizes the Configure, Price, Quote process for businesses selling complex products or services. Unlike traditional on-premises CPQ systems, cloud-based solutions are hosted remotely by vendors and accessed through web interfaces, providing greater flexibility, scalability, and accessibility. The Configure component enables sales teams to build valid product combinations based on predefined rules and dependencies, ensuring technical feasibility while preventing incompatible configurations. The Price functionality automatically calculates optimal pricing based on complex variables including volume discounts, customer-specific agreements, market conditions, and promotional offers. The Quote stage generates professional, detailed proposals that compile all configuration details and pricing information into formatted documents ready for customer review. Modern CPQ Cloud solutions integrate seamlessly with CRM and ERP systems, creating unified platforms that support the entire sales lifecycle from lead generation through revenue recognition. Core Components and Functionality Product Configuration Engine The configuration engine serves as the foundation of CPQ Cloud solutions, providing intelligent product modeling capabilities that handle complex relationships, dependencies, and compatibility rules. Advanced configuration engines support multi-dimensional product catalogs with thousands of options while maintaining performance and accuracy. Interactive product configurators... --- > Learn how Sales and Operations Planning (S&OP) helps organizations balance supply and demand, improve operational efficiency, and drive financial growth. Explore its core components, key benefits, and the latest tech innovations like AI and cloud platforms. - Published: 2025-08-01 - Modified: 2025-08-26 - URL: https://mobileforcesoftware.com/glossary/sales-and-operations-planning/ You are here:HomeGlossary Term IntroductionSales and Operations Planning (S&OP) represents a fundamental business management process that creates organizational alignment and drives competitive advantage through integrated decision-making. As market volatility increases and supply chains become more complex, S&OP has evolved from a traditional planning exercise into a critical strategic capability that enables companies to balance supply and demand while maximizing profitability. What is Sales and Operations Planning? Sales and Operations Planning is an integrated business management process that drives organizational consensus to balance supply and demand while aligning operational areas with strategic business goals. The process brings together stakeholders from sales, marketing, product development, manufacturing, procurement, finance, and other functions to create unified operational plans that extend 18 to 36 months into the future. At its core, S&OP serves as the bridge between strategic planning and operational execution, transforming high-level business strategies into actionable plans while providing feedback on performance and market dynamics. The process establishes clear accountability for plans, creates transparency across functional areas, and enables agile responses to changing market conditions. Modern S&OP extends beyond traditional supply chain planning to encompass comprehensive business planning that includes new product introductions, market expansion strategies, financial planning, and risk management. This holistic approach ensures that all organizational functions work toward common objectives while maintaining operational efficiency and customer satisfaction. Core Components and Process Framework Product Portfolio Review The S&OP process begins with comprehensive product portfolio analysis, where planners evaluate market performance, examine product pipelines, and make strategic decisions about product planning. This... --- > Learn what Contract Lifecycle Management (CLM) is, its six stages, benefits, best practices, and future trends. Discover how CLM reduces risk, accelerates deal cycles, and maximizes contract value through automation and analytics. - Published: 2025-08-01 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/glossary/contract-lifecycle-management/ You are here:HomeGlossary Term IntroductionContract Lifecycle Management (CLM) refers to the systematic process of managing an organization’s contracts from inception through execution, performance monitoring, and renewal or termination. By digitizing and automating each stage, CLM helps minimize risk, ensure compliance, accelerate deal cycles, and maximize contract value. Why CLM MattersContracts underpin nearly every business relationship—governing sales, procurement, partnerships, employment, and more. Yet manual, fragmented contract processes lead to: Missed deadlines and renewal opportunities Inconsistent terms and unauthorized deviations Compliance lapses and increased legal risk Delays in deal approval and revenue recognition Difficulty tracking obligations and performance CLM solutions address these challenges by providing a centralized, automated framework that: Standardizes contract creation and approval Centralizes storage and enhances searchability Automates workflows and reminders Tracks obligations, milestones, and compliance Delivers reporting and analytics for strategic insights The Six Stages of CLM Contract Request and InitiationThe lifecycle begins when a business need is identified—whether a new supplier agreement, customer proposal, or employment contract. A standardized request process ensures completeness by capturing all required details (parties, scope, deliverables, timelines, and risk considerations). Automated intake forms route requests to the appropriate teams without email bottlenecks. Authoring and DraftingUsing preapproved templates and clause libraries, CLM platforms streamline draft creation. Version control tracks every edit, preventing outdated language or unauthorized changes. AI-enabled authoring tools can suggest clause options based on contract type, reducing drafting time by up to 50%. Negotiation and CollaborationInternal and external stakeholders collaborate securely within the CLM platform. Redlining, commenting, and inline edits ensure... --- > Discover how price management drives profitability and growth. Learn strategic pricing, CPQ integration, and future-ready tactics like AI, dynamic models, and more. - Published: 2025-06-16 - Modified: 2025-08-26 - URL: https://mobileforcesoftware.com/glossary/price-management/ You are here:HomeGlossary Term What is Price Management? Price management is a strategic process that involves setting, adjusting, and optimizing the prices of products or services to achieve specific business objectives. It goes beyond simply assigning a price; it requires a deep understanding of various factors such as costs, customer value, demand, and competition. Effective price management ensures that businesses can maximize profitability while remaining competitive in the market. Key Aspects of Price ManagementStrategic Pricing: Price management aligns pricing strategies with broader business goals, such as revenue growth, market share expansion, or profit maximization. This involves balancing financial objectives like gross margin and EBITDA with market dynamics. Dynamic Adjustments: It enables businesses to respond to real-time changes in market conditions, customer behavior, and competitive pressures. This adaptability ensures that pricing remains relevant and effective. Data-Driven Decisions: Advanced tools and analytics are often used to monitor pricing performance, analyze market trends, and identify the optimal price points for different customer segments or channels. Operational Efficiency: By automating pricing workflows and integrating with other business systems like CRM or ERP, price management reduces errors and enhances decision-making speed. Importance of Price ManagementPrice management is critical for several reasons:Maximizing Profitability: It helps businesses set prices that optimize revenue streams while maintaining cost efficiency. Staying Competitive: Strategic pricing allows companies to differentiate themselves in crowded markets by offering perceived value for money. Enhancing Customer Relationships: By aligning prices with customer expectations and perceived value, businesses can build trust and loyalty. Supporting Business Growth: A... --- > Discover how Custom Price Per Customer (CPP) helps businesses boost revenue, loyalty, and profitability through tailored pricing. Learn strategies, examples, and implementation tips. - Published: 2025-06-16 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/glossary/custom-price-per-customer/ You are here:HomeGlossary Term IntroductionCustom Price Per Customer (CPP) is a method that adjusts product or service prices based on individual client needs. Rather than using a fixed, one-size-fits-all approach, CPP tailors costs according to each customer's unique factors, allowing businesses to better align pricing with the value offered. This guide outlines the concept, benefits, practical examples, and implementation considerations of CPP in a straightforward manner. What is Custom Price Per Customer? Custom Price Per Customer involves setting prices based on several factors, allowing the pricing to reflect the distinct characteristics and requirements of each customer. In practice, this means that:Customer Value is assessed by analyzing:The potential long-term revenue from a customer. Purchase frequency and opportunities for upsell or cross-sell. Volume of Purchase is considered, where:Larger orders or recurring subscriptions often qualify for discounts. Economies of scale are recognized and factored into the pricing. Negotiation Dynamics come into play:Prices may be adjusted during the negotiation phase, reflecting competitive market conditions and customer commitment. Customization Requirements are integrated by:Adding charges for special requests or unique product features that require additional resources. Market Segmentation is used to:Differentiate pricing for various customer groups—such as startups, mid-sized companies, or large enterprises—ensuring that prices meet each group’s financial profile. Payment Terms are incorporated, providing:Incentives for upfront payments or longer-term contracts, which can help with cash flow management. Together, these factors ensure that the pricing model is flexible and aligned with both the customer's needs and the company’s strategic objectives. Why Use Custom Price Per Customer?... --- > Learn how to manage your sales funnel effectively using CRM, marketing automation, and CPQ tools. Discover strategies to increase conversions, improve customer experience, and maximize ROI. - Published: 2025-06-11 - Modified: 2025-08-26 - URL: https://mobileforcesoftware.com/glossary/sales-funnel-management/ You are here:HomeGlossary Term OverviewSales Funnel Management is about guiding potential customers through their buying journey, from discovery to purchase. It's like a roadmap that turns curious visitors into happy customers. With tools like CRM software, marketing automation, and CPQ (Configure-Price-Quote) solutions from MobileForce Software, you can streamline this journey and boost sales. What is a Sales Funnel? Think of a funnel—wide at the top, narrow at the bottom. A sales funnel captures potential customers at the top and guides the most interested ones to purchase at the bottom. Here’s a detailed look at each stage:Awareness: Customers learn about your product through marketing campaigns, social media, or word-of-mouth. This stage is crucial for attracting a broad audience and making a strong first impression. Interest: Prospects explore your offerings, maybe by visiting your website, reading blog posts, or engaging with your content on social media. This is where you start building a relationship with potential customers. Consideration: Customers compare your product with competitors, evaluating features, benefits, and pricing. Providing detailed information and testimonials can sway their decision in your favor. Intent: Prospects show buying intent, like adding items to a shopping cart, requesting a demo, or contacting your sales team. This stage requires quick and effective follow-up to close the deal. Purchase: Customers complete their purchase. A smooth checkout process and excellent customer service can make this stage seamless and positive. Loyalty: After buying, customers can become repeat buyers and brand advocates. Continued engagement and excellent service can foster long-term loyalty.... --- > Discover what quote management is and why it matters in sales. Learn how CPQ tools streamline the quote lifecycle—from creation to acceptance—enhancing accuracy, speed, and customer experience. - Published: 2025-06-11 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/glossary/quote-management/ You are here:HomeGlossary Term OverviewQuote Management is the process of creating, organizing, and managing price quotes for products or services. It’s a crucial part of the sales cycle, enabling businesses to deliver accurate, professional quotes efficiently. Modern tools like CPQ (Configure-Price-Quote) software streamline this process, reduce errors, and accelerate deal closures. Whether you’re in B2B sales, SaaS, or manufacturing, effective quote management can transform your business operations. What is a Quote? A quote, or quotation, is a formal offer detailing the price and terms for a product or service. It’s more than just a number—it’s a commitment to your customer. A well-crafted quote includes:Itemized pricing detailsPayment terms and conditionsDelivery timelinesValidity periodsProfessional quotes establish trust and reliability, setting the tone for your customer relationships. The Quote ProcessEvery quote undergoes several stages before becoming a deal. Here’s a typical lifecycle:Creation: Sales teams generate quotes based on customer requirements using quoting software tools. Approval: Internal workflows ensure quotes are reviewed for accuracy and compliance with pricing policies. Delivery: Quotes are sent to customers via email or digital platforms. Negotiation: Customers may request changes, leading to quote revisions. Acceptance: Once approved by the customer, the quote is converted into an order or contract. Modern tools like CPQ software simplify this lifecycle by automating repetitive tasks and ensuring a seamless process. Why Quote Management Matters For businesses to be competitive, speed and accuracy are critical. Effective quote management can: Accelerate Turnaround Times: Automated quote generation ensures quick responses to inquiries. Enhance Accuracy: Standardized templates and... --- > Understand Quote-to-Cash (QTC) from start to finish. This in-depth glossary covers each stage—quoting, contracts, invoicing, and payments—plus the tools, terms, and benefits that streamline sales and revenue operations. - Published: 2025-06-11 - Modified: 2025-08-10 - URL: https://mobileforcesoftware.com/glossary/quote-to-cash/ You are here:HomeGlossary Term OverviewQuote-to-Cash (QTC) is a critical business process that encompasses everything from generating a quote for a customer to receiving payment for the delivered product or service. It is essential for streamlining sales operations, improving revenue recognition, and ensuring a seamless customer experience. Quote-to-Cash Meaning The Quote-to-Cash process refers to the end-to-end workflow that begins when a sales quote is created and ends when payment is received. It integrates various stages of the sales cycle, including quoting, contract management, order fulfillment, invoicing, and revenue recognition. Core Stages of QTC:Quoting: Generating accurate and professional quotes tailored to customer requirements using dynamic pricing tools. Contract Management: Drafting, negotiating, and finalizing contracts with clear terms and conditions. Order Fulfillment: Ensuring timely delivery of products or services as outlined in the contract. Invoicing: Automating the creation and delivery of invoices that reflect agreed-upon pricing and terms. Payment Collection: Receiving payments on time and reconciling them with invoices to maintain accurate financial records. Revenue Recognition: Recording revenue in compliance with accounting standards like ASC 606 or IFRS 15. Why QTC Matters:Streamlines sales operations by automating repetitive tasks like quoting and invoicing. Reduces errors in pricing, contracts, and billing through integrated workflows. Improves cash flow management by accelerating payment collection cycles. Quote-to-Cash Components and Benefits"QTC" represents the entire lifecycle of a customer transaction from the initial quote to the final payment. It bridges the gap between sales and finance teams by integrating customer-facing activities with back-office processes. Key Components of QTC:Sales Quote Generation:... --- > Explore the meaning of CPQ and how Configure Price Quote systems streamline product configuration, pricing, and quote generation. Learn about dynamic pricing, CRM integration, and how CPQ accelerates complex sales cycles. - Published: 2025-06-11 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/glossary/configure-price-quote/ You are here:HomeGlossary Term OverviewA CPQ system is a software solution designed to streamline the process of configuring complex products, calculating accurate pricing, and generating professional quotes for customers. CPQ tools eliminate manual errors, reduce sales cycles, and ensure compliance with pricing rules by automating these critical sales functions. Product Configuration: CPQ systems guide sales teams through the process of tailoring products or services to meet customer needs. This includes selecting features, add-ons, or bundles while ensuring compatibility between components or services. Dynamic Pricing: These tools apply real-time pricing rules based on customer-specific factors such as volume, location, currency, or market conditions. By automating pricing logic, CPQ systems help businesses maintain consistency and profitability across all deals. Quote Generation: CPQ platforms automate the creation of branded, error-free proposals that include terms, conditions, and delivery details. This reduces manual effort and ensures professional-quality outputs for customers. CRM Integration: Modern CPQ solutions integrate seamlessly with Customer Relationship Management (CRM) platforms like Salesforce or Microsoft Dynamics. This ensures that all customer data is synchronized across systems for a unified sales workflow. CPQ Meaning"CPQ" stands for Configure, Price, Quote, which represents the three core functions of the software:Configure: The system allows users to configure products or services to match a customer's specific needs. This includes selecting from various options like product features, sizes, colors, or service tiers while ensuring compatibility between choices using predefined rules. Price: The platform calculates accurate pricing using advanced algorithms and predefined rules that account for factors like discounts, taxes,... --- > Learn how dynamic pricing works, its benefits, and industry use cases. Discover how Mobileforce CPQ enables real-time, data-driven pricing to boost revenue and efficiency. - Published: 2025-06-05 - Modified: 2025-08-04 - URL: https://mobileforcesoftware.com/glossary/dynamic-pricing/ You are here:HomeGlossary Term Overview Dynamic pricing, also known as surge pricing, demand-based pricing, or time-based pricing, is a pricing strategy where the price of a product or service fluctuates based on real-time supply and demand, market conditions, customer behavior, or other external factors. This approach leverages data analytics, algorithms, and automation to optimize prices dynamically and maximize revenue or market competitiveness. Key Characteristics of Dynamic Pricing Real-Time Adjustments: Prices are updated in real-time or at frequent intervals based on predefined rules or algorithms to reflect current market conditions and customer demand. Data-Driven Decision-Making: Relies on data inputs such as customer preferences, competitor prices, inventory levels, and historical trends to inform pricing strategies. Personalization: Pricing is often tailored to individual customers or specific market segments based on their behavior, purchasing history, and willingness to pay. Automation: Uses advanced software tools and AI-driven algorithms to implement price changes efficiently without requiring manual intervention. Applications of Dynamic Pricing Dynamic pricing is widely used across various industries to drive profitability and competitiveness: E-commerce Platforms: Online retailers adjust prices dynamically based on competitor pricing, demand surges during peak shopping periods (e. g. , holidays), or customer browsing behavior. Travel and Hospitality Industry: Airlines, hotels, and rideshare services use dynamic pricing to reflect real-time factors such as seasonal demand, booking times, seat availability, or traffic conditions. Subscription-Based Services: SaaS companies employ dynamic pricing to offer personalized discounts for specific users or adjust subscription tiers based on customer usage patterns and preferences. Retail Stores: Brick-and-mortar retailers... --- --- ## Landing Pages ---