In the business of selling or servicing, you need access to relevant, content and data anytime, on any device. With a single, consumer-like app, MobileForce gives you visibility when you need it and where you need it so you can focus on what you do best – customer engagement.

CX FSM

For Service Teams

FSM delivers a “Single Pane of Glass” productivity dashboard for field service teams, with built-in offline support.

Delight your customers
Optimize response times
Drive up-sell opportunities

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CX CPQ

For Service & Sales Personnel

CX CPQ delivers an easy to use mobile-ready configure, price, quote solution with built-in CRM and Asset integration, rules-based approval management and automatic proposal generation.

Generate a quote proposal quickly
Cross-sell recommendations
Accelerate your Lead-to-Cash

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CX Connected Portal

For Customers and Partners

CX Portal delivers a customizable portal and mobile app self-service experience for your customers and partners. It is a connected portal that seamlessly extends select data and actions from your CRM in a controlled manner.

Enable customers to create and track cases
View product information, pricing and orders
Recommend new products and notify renewals

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CX FSM

MobileForce automatically integrates Service Apps, CRM, ERP, Knowledge Base, Email, Calendar, Notifications, Maps and Legacy Data Sources into a "Single Pane of Glass" field service application to optimize service delivery and customer experience.

Faster and Smarter Customer Service

CX FSM is designed from the ground up for enterprise field service and customer service teams seeking immediate gains from applying real-time knowledge, inform teams with real-time insight and analysis -- all to execute decisive actions for critical service tasks on the go and delight customers.

CX FSM provides customer, IT and field service teams with integrated read/write information from disparate field-service relevant applications in a unified, context-driven interface --- eliminating “swivel chairing” between multiple app consoles and optimizing service time.

CX FSM is purpose built to equip Customer, IT and Field Service Management Teams with four key advantages essential to enable, extend and accelerate service productivity

Delight Customers
Uses real-time correlation to instantly surface relevant information and automate workflows -- so that field service and customer service workers can ace every customer interaction.

Optimize Service Productivity
Eliminates wasted service capacity through seamless integrations with enterprise apps, making information and actions available both online and offline (read and write) across CRMs, ERPs and Customer Support Systems -- on iOS, Android, Windows and HTML5.

Automated Intelligent Service Agent
Voice-first, “Siri/Alexa-like” natural language interface for a technician to ask common questions and perform tasks quickly on-the-go.

Custom Branding
Fully personalize and customize your field service mobility solution for your users by rapidly configuring to your brand, look and feel, user experience and workflows including custom-branded versions of ServiceVelocity iOS, Android and Windows apps, fully MDM-ready for your enterprise deployment.

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CX CPQ

Enable your field personnel to quickly configure, price and quote while seamlessly integrating with your backoffice systems such as CRM, ERP and Customer Support.

Accelerate Lead-to-Cash

Enterprise Level, full-featured CPQ enables sales and service organizations in supporting clients at the speed of today’s digital economy with first-time right results. Intuitive, instant, accurate and relevant information helps manage and close complex sales and services deals effectively.

CPQ seamlessly integrates with your backoffice systems like CRM, ERP, Asset Management and Inventory Systems.

Affordable and Fast Time-to-Value

Up and running in less than thirty days.
The most cost effective, full featured solution in the market.
Scale seamlessly, from integrating an additional functional module, to a fully customized, end-to end, sales and service management platform.

Drive higher revenue and customer satisfaction

AI-driven guided process maximizes all Sales deals by automatically capturing up sell, cross sell and promotional opportunities in real time.
Effectively and collaboratively prepare complex service jobs with no errors and omissions. Realizing maximum service revenue and higher customer satisfaction with right-first-time results.
AI-based Virtual Coach with real-time guidance raises the performance of your entire team to the level of your highest performers.

Dependable Enterprise Technology

Single source that is seamlessly integrated across internal, customers and third-party systems offering rule based, accurate and timely information.
AI engine manages complex, multi-layer deals across any number of internal and external organizations effortlessly and effectively, allowing your sales and service teams to always be at their best
Continual ML process provides business intelligence that fuels unparallel operational and financial efficiencies
Technology that is designed to integrate with all back-office, CRM, ERP systems seamlessly now and scale cost effectively into full custom solution that bridges any two systems or fill a feature gap into single digital information network.

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CX Connected Portal

Delight your customers and partners with a branded, self-service experience portal and mobile app seamlessly integrated with your CRM, ERP and Customer Support.

Customer Portal

Configure a customer-facing portal with ready-to-go templates with flexible views, optional widgets, and connected forms.
Enable customers to create and track support cases, search knowledge base articles and browse product content.

Create a branded, native mobile app with a practical and easy-to-use self-service experience for your customers.
Deliver timely alerts regarding support cases, renewals and orders. Recommend related products and services to drive cross-sell revenue.

Partner Portal

Configure and publish a ready-to-go partner portal that is seamlessly connected to your CRM and ERP data.
Enable partners to manage accounts, contacts and opportunities they own, as well as use CPQ to quickly generate professional quote proposals.

Distribute leads to partners in real-time and enable partners to register new deals.
Publish training and product content, conduct surveys, collect marketing fund requests and manage financial incentives for your partners.

Find out more about CX Connected Portal. Lets Talk