by Mobileforce Software

Click less, sell more. Accelerate quote-to-close times with Mobileforce CPQ for SugarCRM. Eliminate manual sales quote processes and spend more time selling.

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Accelerate Quote-to-Close Times with Mobileforce CPQ for SugarCRM

Mobileforce CX CPQ is a SugarCRM sales quoting tool 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, configure business rules, start quoting right from Sugar Sell!

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Why Mobileforce CX CPQ?

  • Designed for high-growth companies with 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

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Features

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, product catalog information from SugarCRM, and inventory, 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, Up-Sell 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

Mobileforce 2-minute Overview

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