Accelerate Quote-to-Close Times with Mobileforce CPQ for SugarCRM
Mobileforce CX CPQ is a SugarCRM sales quote-to-cash solution that is loaded with powerful features to help sales teams automate manual quote processes and reach their quotas faster. Simply plug in your products & pricing details, configure business rules, and start quoting and closing right from Sugar Sell.
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Why Mobileforce CX CPQ?
- Designed for teams with a lot of sales reps or sales quotes or for companies with multi-tiered pricing or multiple sales motions
- Ready-to-use, customizable document layouts and templates to quickly create polished proposals
- Streamlined workflows to configure products & prices, generate proposals, send to customers, and save to SugarCRM, all in just minutes
- Instant quote validation and auto-correct
- Intelligent approval rules and routing to speed quote processes
- Support for multiple product configuration scenarios, dependencies, pricing, and discounting combinations
Intelligent Quoting and Proposal Engine
- Easily create customized quotes and proposals for each sales instance.
- Intelligent wizard instantly auto-populates quotes based on customer or project similarity including discounts and promotions
Automated Proposal Generation
- Sales and Service personnel can easily generate a single-page quote covering multiple products and services, or a multi-page proposal with attachments
- Document templates with custom branding and marketing elements can be uploaded to be selectively used in proposal generation
Seamless Integration with SugarCRM and Other Popular Business Applications
- Out-of-the-box integrations with SugarCRM, ERPs, collaboration apps, storage apps and more
- Automatically fetch account, opportunity, contact, and product catalog information from SugarCRM, and inventory, and delivery estimates from back-office systems in real time while quoting
- Quotes and proposals can be automatically sent to the customer and seamlessly saved back to SugarCRM
- Built-in eSignature + integrations with DocuSign and other popular eSignature solutions
Flexible Cross-Sell, Upsell Workflows
- Prompts the user to add relevant features, products, and services in real-time. Supports configurable products
- Recommendation and validation engine ensures correct products and services are added
Intelligent Product, Pricing & Approval Rules
- Product and pricing dependency rules guarantee the validity of quotes
- Configurable approval rules for automatically approving certain discounts or routing it to appropriate individuals for approval