Imagine the impact on revenues if you gave your sales and service personnel a faster, smarter, and integrated configuration, pricing, and quoting app to get contracts done in real-time. MobileForce CPQ provides comprehensive product and service configuration, pricing, quoting, contract generation, and approval management capabilities that seamlessly integrates with your SugarCRM and other back-office systems.

Accelerate Lead-to-Cash

  • Enterprise Level, full-featured CPQ enables sales and service personnel in supporting clients at the speed of today‚Äôs digital economy with the right results in real-time.
  • Intuitive, instant, accurate, and relevant information helps manage and close complex sales and services deals effectively.
  • Seamlessly integrates with your back-office systems like CRM, ERP, Asset Management and Inventory Systems.

Drive higher revenue and customer satisfaction

  • AI-driven guided process maximizes all Sales deals by automatically capturing upsell, 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.
  • Virtual Coach with real-time guidance raises the performance of your entire team to the level of your highest performers.

Dependable Enterprise Technology

  • A 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 a full custom solution that bridges any two systems or fills a feature gap into a single digital information network.

Features and Benefits

AI-driven Quoting & 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.

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Product or Service Quotes

In addition to products or parts, quickly add maintenance or repair service line items for your installed products in the field to generate an integrated quote. Scan asset tags to automatically load all the relevant customer information in the quote.

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Flexible Upsell/Cross-sell Workflows

Prompts the user to add relevant features, products, and services in real-time. Supports configurable products. Recommendation engine suggests relevant products based on customer and market intelligence.

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Automatic Proposal Generation

Service personnel can easily generate a single quote covering multiple products and services. Multi-page proposals with smart attachments. Document templates with custom branding and marketing elements can be uploaded to be used in proposal generation.

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DETAILS
Sales
Service & Support
Sugar Sell
Version Compatibility

AI-driven Quoting & 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.

Product or Service Quotes

In addition to products or parts, quickly add maintenance or repair service line items for your installed products in the field to generate an integrated quote. Scan asset tags to automatically load all the relevant customer information in the quote.

Flexible Upsell/Cross-sell Workflows

Prompts the user to add relevant features, products, and services in real-time. Supports configurable products. Recommendation engine suggests relevant products based on customer and market intelligence.

Automatic Proposal Generation

Service personnel can easily generate a single quote covering multiple products and services. Multi-page proposals with smart attachments. Document templates with custom branding and marketing elements can be uploaded to be used in proposal generation.

Product, Pricing and 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.

Back Office Integration

Automatically fetch customer, product, inventory information, and delivery estimates from back-office systems like CRM and ERP in real-time while quoting. Generated quotes and proposals are automatically sent to the customer and seamlessly integrated into CRM and Accounting systems.

Support

Phone Support: 4084577960
Support Email: support@mobileforcesoftware.com
Support Knowledge Base: https://www.mobileforcesoftware.com

Terms & Conditions

Terms of Service: https://www.mobileforcesoftware.com/content/terms-service
Privacy Policy: https://www.mobileforcesoftware.com/content/privacy-policy

Configure, Price and Quote FeaturesConfigure, Price and Quote Features

Resources

Please where we're going to have PDF and what not

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