Who would benefit from using Mobileforce CPQ?
Mobileforce CPQ can save time and money for users who have an existing CRM solution and are spending time on the following activities:
- Frequently creating and updating quotes outside of your CRM, either manually or using Work or Excel.
- Constantly adding information to quotes that reside in disparate systems of record, such as your CRM solution, Pricing and ERP modules, and Support systems.
- Managing complex terms and conditions as well as support and marketing collateral that are dependent on which products are included in quotes.
- Manually adding product, priving, and discounts to a quote in your CRM.
- Sending proposals for approval via a specific chain of command for specific discounts for specific customers.
- Sending and receiving quotes via email with customers, requiring singature approvals for regulatory purposes.
- Continually creating, updating, and sending multiple revisions of quotes to customers, increasing the difficulty of tracking changes.
- Collaborating with customers on shared updates to quotes.
- Managing complex product pricing and configuration rules that need to be triggered when products are added to quotes.
- Creating quotes in multiple currencies in various regions of the world.
- Managing complext product configuation processes as well as complex entitlement, support, and/or warranties to certain products.
- Needing distinct pre-defined quote and document templates to define the layout and structure of quotes for certain products.
- Registering deals and quotes with partners with automatic partner pricing, spiffs, and mdf.
Was this article helpful?
Thank you for your feedback! Our team will get back to you
How can we improve this article?
Character limit : 500