Who would benefit from using Mobileforce CPQ?
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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.
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