Mobile Revolution in Sales: Empowering Field Teams with Optimized Mobile CRM and CPQ Solutions

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 This scenario is common for sales professionals tethered to outdated, non-mobile customer relationship management tools, especially in key industry sectors such as industrials, manufacturing, and construction.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.

Key benefits of using a mobile CRM include:

• On-the-go access to updated customer profiles, histories, and preferences: Ensures that sales reps can provide personalized service even when they’re away from their desks.
• Real-time data synchronization between mobile devices and core systems: Updates made on the mobile device instantly reflect in the central database, ensuring all team members are working with the latest information.
• Seamless functionality across various devices: Guarantees a consistent user experience across devices — including Phone, Android, tablet, and desktop — ensuring seamless workflow continuity.

Despite these advantages, many organizations still grapple with the limitations of traditional CRM systems when accessed on mobile devices. Poor user interfaces, slow loading times, and limited functionality often hinder productivity rather than enhance it.

The Role of CPQ in Mobile Sales

Configure, Price, Quote (CPQ) software plays a crucial role in the sales process by helping teams create accurate quotes, manage complex product configurations, and streamline the quoting process. Mobile CPQ takes this functionality a step further by making quoting accessible on mobile devices, allowing sales representatives to generate quotes on the spot.

Traditional CPQ systems typically fall short when it comes to mobile optimization. They may require constant internet connectivity or lack the intuitive interfaces needed for efficient use on smaller screens. Mobile CPQ addresses these limitations, offering numerous benefits such as:

• Faster quote generation: Reduces the time spent on direct customer interactions, allowing more focus on relationship-building and closing deals.
• Improved accuracy in pricing and product configuration: Automates these processes, minimizing errors and increasing customer trust and satisfaction.
• Enhanced sales efficiency through streamlined workflows: Enables sales reps to respond to customer requests swiftly, improving the likelihood of securing sales.

• On-the-go updates to Customer Records in CRMs: Ensures the deal stage is updated and accurately reflects the latest quote as well as pricing, with sales teams using a mobile-first CPQ app anywhere, anytime. 

Mobileforce CPQ is a purpose-built solution designed to address the challenges faced by sales teams in the field, including offering field reps offline access, which is so critical to their success. It also offers a user-friendly interface, mobile-first design, and real-time data synchronization, making it an ideal companion for mobile sales professionals.

Integrating Mobileforce CPQ with Mobile CRM Solutions

The integration of Mobileforce CPQ with mobile CRM solutions offers numerous benefits for sales teams:

• Improved Sales Efficiency: By streamlining the sales process and enabling faster quote generation, sales representatives can close deals more quickly and efficiently.
• Enhanced Customer Experience: Integration leads to more accurate quotes, faster response times, and a more personalized customer experience. Sales reps can provide customers with real-time information and updates, improving overall satisfaction.
• Increased Productivity: By eliminating manual data entry and reducing time spent on administrative tasks, the integration allows sales teams to focus more on selling and less on paperwork.
• Better Data Management and Reporting: The integration provides a single source of truth for sales data, enabling better reporting and analysis. This allows teams to track sales performance, identify trends, and make data-driven decisions more effectively.

Seamless Integration with Leading CRM Solutions

One of Mobileforce’s standout features is its seamless integration with a wide range of CRM – as well as ERP and related – systems, enhancing sales processes and ensuring data consistency across platforms. This integration allows sales teams to access Mobileforce’s powerful quoting and proposal tools directly within their existing CRM environments, streamlining workflows and reducing the need for manual data entry.

Mobileforce CPQ seamlessly integrates with CRM systems, such as Salesforce, HubSpot, Zendesk, SugarCRM, Creatio, Pipedrive, and Microsoft Dynamics. These integrations enable efficient quote generation, data synchronization, and connectivity with back-end systems, streamlining the sales process and enhancing customer experiences.

Integrating Mobileforce CPQ with Mobile CRM Solutions

The integration of Mobileforce CPQ with mobile CRM solutions offers numerous benefits for sales teams:

• Improved Sales Efficiency: By streamlining the sales process and enabling faster quote generation, sales representatives can close deals more quickly and efficiently – including when they are working in the field or at a customer’s work location.
• Enhanced Customer Experience: Integration leads to more accurate quotes, faster response times, and a more personalized customer experience. Sales reps can provide customers with real-time information and updates, improving overall satisfaction.
• Increased Productivity: By eliminating manual data entry and reducing time spent on administrative tasks, the integration allows sales teams to focus more on selling and less on paperwork.
• Better Data Management and Reporting: The integration provides a single source of truth for sales data, enabling better reporting and analysis. This allows teams to track sales performance, identify trends, and make data-driven decisions more effectively. 

Key Features of Mobileforce

Mobileforce’s integration capabilities are complemented by a suite of features designed to enhance sales efficiency and effectiveness:

• No-Code Configuration: Mobileforce’s unique architecture provides a flexible, no-code configuration environment, empowering businesses to customize the platform to suit their specific needs without requiring technical expertise.
• Offline Access: Sales teams in remote areas can continue to work without connectivity. Mobileforce allows users to access important CRM and CPQ functions offline, ensuring that productivity remains uninterrupted.
• Real-Time Syncing: Data is automatically synchronized with the central system whenever the device reconnects to the internet, ensuring that sales reps always work with up-to-date information.
• User-Friendly Interface: Designed with ease-of-use in mind, Mobileforce features an intuitive interface that minimizes the learning curve and enhances user adoption.
• End-to-End Sales Automation: From lead generation to quote management, Mobileforce automates key sales processes, reducing manual work and allowing sales teams to focus on high-value tasks.

• Integrated workflow tasks: across different enterprise systems such as CRM, ERP, and Pricing, as well as across different activities such as sizing, approvals, e-signatures, and updates. 

• Customizable Dashboards: Sales teams can tailor their dashboards to highlight the key metrics and performance indicators most relevant to their specific roles.

Why Mobileforce is the Best CPQ for Mobile Sales Teams

For these reasons, Mobileforce is the leading solution for mobile sales teams, combining mobile CRM and CPQ into a single, unified platform. With its mobile-first design, seamless integration, real-time data synchronization, and customizable features, it enables sales teams to work more efficiently in today’s mobile-first world. By streamlining workflows and automating tasks, Mobileforce helps teams close deals faster, generate more accurate quotes, and reduce administrative overhead. Success stories, including a leading manufacturing customer reporting a 30+% increase in quote accuracy and a 25% reduction in sales cycle time, demonstrate Mobileforce’s transformative impact.

Conclusion: Embrace the Mobile Revolution

Mobileforce’s integration of CRM and CPQ capabilities empowers sales teams with real-time data, streamlined quoting, and faster response times —enhancing both efficiency and customer satisfaction. By providing access to critical sales tools anytime, anywhere, Mobileforce enables sales reps to close deals with greater accuracy and speed including via mobile. Experience the power of an integrated mobile solution—request a demo today and see how Mobileforce can revolutionize your mobile sales processes.