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

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, 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

Mobileforce Short Overview

Screenshots