Mobileforce
- 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, no-code configurable implementation, flexible workflows, and deep support for subscription and usage-based pricing, Mobileforce gives you a low-risk, high-reward migration path that protects what works and upgrades what is holding you back. All with a clear upgrade path over time, to a modern CRM, without ever losing the day-to-day quoting and closing deals that’s business critical.
The Legacy CPQ Trap
Legacy CPQ systems served their purpose for decades—supporting complex configurations, custom quote approvals, pricing rules, and workflows tailored to unique business processes. But using these systems today incurs some tradeoffs:
- Technical debt from years of patches and custom code
- Limited integration with modern systems
- Clunky user experience that slows down sellers
- Manual processes that do not scale
- Vendor end-of-life risks, including lack of support
- Lack of insight or analytics into the business and financial impact of quoting.
In many organizations, these legacy platforms were never designed to handle today’s revenue operations. They struggle to support GTM workflows where quoting originates from field service reps, post-sale teams, or success managers. SaaS renewals, consumption billing, and mobile quoting all push these systems beyond what they were built to handle.
Even worse, CPQ is often embedded within the legacy CRM platform, creating a tight dependency that makes migration feel like an all-or-nothing proposition.
“We want to modernize, but we can’t afford to break quoting while we move CRMs.”
— Director of Sales Ops, B2B Telecom Provider
This tight coupling forces many companies into paralysis. They see the value in a modern CPQ platform but fear losing the GTM-specific workflows and quoting customizations they have built over years.
The result? Status quo continues. And with every quarter, the cost of doing nothing grows. Organizations are stuck with outdated tools, slow processes, frustrated sales teams, and lackluster customer experiences—all because the migration path feels too risky and complex.
Moreover, these legacy systems are often ill-equipped to support new revenue models. Whether it is subscription-based services, complex bundles with tiered pricing, or usage-based billing, old CPQ systems struggle to keep pace. This slows down product innovation and hampers competitiveness.
A Smarter Migration Path
Instead of ripping out your entire CRM + CPQ stack, consider a staged, risk-mitigated approach: start with modernizing CPQ, and allow your CRM migration to follow on your terms.
This strategy is made possible by Mobileforce’s platform design:
1. CRM-Agnostic Architecture
Mobileforce integrates with any CRM: legacy or modern, thanks to a low-code no-code platform, robust APIs and flexible data mapping. Whether you are using Siebel, Dynamics, Salesforce, or Hub Spot, Mobileforce can read/write quote data without disruption. This enables use cases such as field quoting, mobile service estimates, and channel partner quotes—all while retaining your current CRM.
Enterprises have invested years preserving their business logic and building sales and approval flows. It is invaluable to preserve this business logic when modernizing sales.
2. No-Code/Low-Code Customization
Preserve the business logic and approval flows you have built over years. Mobileforce lets operations teams replicate and adapt legacy rules with an intuitive visual editor and no developer dependency. Sales ops and RevOps teams can update discount thresholds, approval chains, and pricing rules dynamically, allowing more agility and alignment with market changes.
3. Decoupled Revenue Stack
Run your revenue engine independently of your CRM. That means quoting, pricing, discounting, bundling, and renewals can all move to a modern interface without interrupting upstream lead management or downstream deal closure or fulfillment processes. Companies can protect CRM investments while accelerating the most revenue-impacting parts of the stack.
4. Faster Time to Value
Migrate CPQ functionality in weeks, not months. Maintain business continuity while introducing powerful enhancements like guided selling, margin simulation, and subscription quoting. Teams can start realizing ROI in a single quarter with faster proposal generation, higher quote accuracy, and improved win rates.
5. Future-Proof Flexibility
Once your CPQ engine is modernized, switching CRMs becomes easier. You already know Mobileforce will work with your next CRM. This future-proofs your RevOps stack.
In addition, Mobileforce’s architecture enables you to trial new pricing strategies like usage-based billing or dynamic product bundles without waiting for CRM upgrades. This empowers business innovation while maintaining operational control.
What You Gain with a Modern CPQ Engine
Mobileforce does not just replicate legacy quoting—it upgrades the entire RevOps layer. Here are key capabilities you unlock:
Subscription & Usage-Based Quoting
Quote recurring and metered products with ease. Model renewals, upgrades, downgrades, and prorated charges. Align with how modern customers buy. Configure billing schedules, auto-renewal terms, and commitment structures to support flexible customer agreements.
Advanced Discounting & Approvals
Set dynamic discount thresholds and multi-level approvals with automated routing based on deal size, margin, or territory. Track and audit every approval decision for compliance and optimization.
ARR Visibility & Profit Simulation
Track recurring revenue, visualize deal impact by year, and enable sales teams to simulate comp plans. Eliminate spreadsheet chaos. Let finance, RevOps, and sales teams operate from the same quote data.
Product & Bundle Management
Design and launch complex product hierarchies, dynamic bundles, and region-specific catalogs without code. Tailor recommendations based on buyer persona, geography, or purchase history.
Omnichannel Seller Enablement
Access CPQ tools from mobile, offline, partner portals, or embedded directly in CRM screens anywhere sellers work. Empower field reps, inside sales, and partners with the same powerful tools.
Real-Time Analytics
Get dashboards that span quotes, deal velocity, discount trends, and revenue by segment. Integrate with BI tools easily. Improve forecast accuracy and decision-making with real-time CPQ data.
Workflow Automation
Automate repetitive tasks like quote follow-ups, renewal reminders, and contract creation. Reduce admin load on reps and improve consistency across sales cycles.
With Mobileforce, we reduced proposal creation time by 60% and launched new bundles in less than a day. –VP, Sales Enablement, Global Manufacturing
RevOps Modernization Blueprint: A Step-by-Step Playbook
Step 1: Assess Your Current State
Catalog CPQ workflows, quoting logic, discount approvals, and integration points. Identify pain points, redundancies, and opportunities to simplify. Interview key GTM stakeholders—including sales, RevOps, finance, field service, and customer success—to understand the practical issues they face across the quote-to-cash lifecycle.
Step 2: Mirror Custom Logic in Mobileforce
Rebuild all existing business rules using Mobileforce’s no-code visual editor. Preserve complex dependencies around approvals, pricing tiers, discount thresholds, and service handoffs—whether they are driven by sales, support, or field service. Maintain continuity across GTM workflows while eliminating the fragility of hard-coded scripts. Document migrated logic to support RevOps transparency and auditability.
Step 3: Redo Product Pricing, Discounting logic, and Approval workflows based on past sales experience
Analyze past deal cycles to understand where discounts were given, approvals delayed, or pricing complexity slowed down velocity. Use these insights to rationalize your product catalog, restructure discounting thresholds, and align approval chains with actual sales behavior. This redesign creates a leaner, more responsive quoting engine that reflects how your business truly sells today.
Step 4: Integrate with Existing CRM
Use Mobileforce no-code low-code platform with APIs and prebuilt connectors to ensure real-time data sync across your CRM, CPQ, and downstream RevOps systems. This includes leads, opportunities, accounts, quote objects, subscriptions, and service workflows. Test in parallel using a sandbox environment to validate that all sales, finance, and service workflows operate seamlessly before switching over.
Step 5: Launch the Modern CPQ Platform
Train all GTM and RevOps stakeholders—including sales, field service, customer success, and finance—on the new CPQ environment. Launch in controlled phases, prioritizing high-volume quoting teams and field-based use cases first. Monitor KPIs like quote turnaround, approval cycle time, deal velocity, and subscription accuracy. Roll out enhancements in agile sprints to deliver continuous improvements across the quote-to-cash journey.
Step 6: Phase Your CRM Transition (Optional)
Once your CPQ and RevOps workflows are decoupled from the legacy CRM, you are free to modernize your CRM stack at your own pace—without disrupting quoting, subscriptions, or downstream fulfillment processes. By isolating the core revenue engine, you de-risk future transitions and gain flexibility to choose a CRM that aligns with your evolving GTM and digital experience strategy.
Companies that follow this playbook typically report:
- 30–50% reduction in quote and approval errors
- 2x faster time-to-quote across sales and field teams
- 20% improvement in overall GTM velocity
Sample Use Case: Global Industrial Distributor
Context:
A North American distributor of maintenance, repair, and operations (MRO) products sought to enhance its sales operations by streamlining the quote-to-cash process and improving overall efficiency.
Challenge:
The organization was struggling with highly manual quoting processes, which introduced delays, inefficiencies, and a higher risk of pricing errors. They needed a solution that could integrate easily with their existing CRM and ERP systems, while offering the agility to adapt to market changes and evolving customer expectations.
Solution:
By implementing Mobileforce’s no-code CPQ platform, the company was able to automate and optimize its quoting workflows. The solution enabled real-time data synchronization, standardized pricing logic, and accelerated quote generation across both inside sales and field teams.
Impact:
- Enhanced Efficiency: Reduction in time spent on manual quoting processes.
- Improved Accuracy: Decrease in errors associated with manual data entry.
- Agility: Ability to quickly adapt to market changes and customer needs.
For a deeper look at Lawson Products’ transformation, watch the full webinar: Maximizing Profit from Quote to Sales to Service
How Mobileforce Gives Comprehensive RevOps Advantage
Mobileforce is purpose-built to help enterprises modernize complex, high-stakes quoting and revenue operations—without the disruption or rigidity of a full CRM migration. Its platform empowers GTM teams to move fast, quote accurately, and support both traditional and subscription-based revenue models with unparalleled flexibility.
Here is a deeper look into what sets Mobileforce apart:
1. No-Code Configuration
Empower your business teams—not just developers—to update workflows, approval chains, discounting rules, and pricing logic. This flexibility enables GTM stakeholders—including sales, finance, field service, and customer success—to iterate on deal structures, comp plans, and quoting methods without waiting on IT. The result: faster innovation, fewer bottlenecks.
2. Powerful CPQ Rules Engine
Whether you are dealing with complex BOMs, nested configurations, or highly specific discount logic, Mobileforce’s engine handles it all. The platform supports advanced RevOps strategies like multi-year SaaS pricing, usage-based billing tiers, automated renewals, upgrade paths, and conditional approval workflows—all in one centralized, no-code engine.
3. Plug & Play Cloud Integrations
Easily connect Mobileforce with Salesforce, HubSpot, Microsoft Dynamics, NetSuite, and other CRM or ERP platforms. It also integrates downstream into billing, finance, fulfillment, and success systems—enabling a fully connected quote-to-cash and RevOps stack across the GTM ecosystem.
4. Hybrid Cloud & Offline Capability
Sales do not stop just because connectivity is lost. Mobileforce’s offline-first capability ensures that sales and service reps can generate quotes, access product catalogs, and finalize deals in environments with limited or no internet. Perfect for field service, remote locations, and mobile-first teams.
5. Unified Sales-to-Service Flow
CPQ should not end at the quote. Mobileforce extends automation across order management, fulfillment, field service, subscription renewals, and customer success workflows—ensuring end-to-end revenue execution. This is especially powerful in GTM models where field reps, implementation teams, or support agents drive follow-on revenue.
6. Build Your Own UX
Unlike rigid CPQ tools, Mobileforce lets you design branded, role-based CPQ interfaces tailored for each user type. Whether it is inside sales, partner portals, service teams, or finance analysts—everyone gets a streamlined, customized experience built without writing a single line of code.
7. Enterprise-Grade Security
Security and compliance are built-in—not bolted on. Mobileforce includes SSO, RBAC (role-based access controls), immutable audit logs, and SIEM (Security Information and Event Management) integrations to meet enterprise-grade IT and compliance requirements.
8. Subscription & Usage-Based Revenue Support
Support modern monetization models with recurring billing, usage metering, automated renewals, and dynamic prorating. Mobileforce is built to power revenue across SaaS, telco, industrial equipment, and hybrid service-product businesses.
9. Fast Time to Value
Many Mobileforce customers go live in under 8 weeks. Most teams begin seeing the impact on RevOps KPIs—like shorter approval cycles, improved quote velocity, and comp plan visibility—within the first quarter of rollout.
10. Trusted by Industry Leaders
Companies across manufacturing, telecom, distribution, and SaaS rely on Mobileforce to modernize CPQ and RevOps while preserving flexibility and avoiding CRM lock-in.
“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
Next Steps
Modernizing your CPQ engine is a strategic move that reduces operational friction and accelerates revenue outcomes. Here is how to take the next step with Mobileforce:
- Calculate Your ROI Potential
Curious about what a modern CPQ could deliver for your business? Use our interactive ROI calculator to estimate time savings, revenue lift, and cost reduction:
Calculate ROI - Request a Personalized Demo
See Mobileforce CPQ in action and explore how it integrates with your existing CRM or tech stack: Request a Demo - Talk to a CPQ Advisor
Have questions? Our team is happy to walk through your quoting challenges and discuss migration strategies tailored to your business – click here to contact us.
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