

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 This scenario is common for sales professionals tethered to outdated, non-mobile customer relationship management tools, especially in key industry sectors such as industrials, manufacturing, and construction.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.
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:
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.
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:
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.
The integration of Mobileforce CPQ with mobile CRM solutions offers numerous benefits for sales teams:
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.
The integration of Mobileforce CPQ with mobile CRM solutions offers numerous benefits for sales teams:
Mobileforce’s integration capabilities are complemented by a suite of features designed to enhance sales efficiency and effectiveness:
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.
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.
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.