Modernizing Your CRM & CPQ Without Losing Legacy Custom Workflows
Executive Summary Many enterprise organizations today face a growing conundrum: how to move away from aging, heavily customized CPQ (Configure, Price, Quote) solutions without disrupting their revenue operations. Legacy CRM and CPQ platforms such as Siebel and other older systems still support critical sales workflows but are increasingly unsustainable. The desire to modernize RevOps […]
On-Demand Webinar: “AI and Automation 101: A No-Nonsense Guide for HubSpot Users”
https://youtu.be/G_9R23nfabQ?si=CNmPLpaNrtZYZ4xHThis webinar was another one presented by the “AI & Automation in Sales & Marketing” HubSpot User Group. This was a straightforward, intelligent, and beginner-friendly introduction to AI and automation in HubSpot, showing and explaining how users can leverage these tools without feeling overwhelmed. What to Expect: If you are feeling behind on […]
Offline CPQ: Empowering Your Sales Team Despite Connectivity Limitations
Being online is a given—until it isn’t. Sales leaders in manufacturing, construction, and utilities know this all too well. Whether it’s an industrial equipment rep preparing an update quote from a wind-swept job site surrounded by signal-blocking infrastructure or a technician inside an underground facility, losing connection shouldn’t mean losing sales momentum. In these environments, […]
On-Demand Webinar: “The Time is Now for Sales Hub + CPQ: The Enterprise-grade No-code Alternative”
https://youtu.be/QzNtlmQzw3UWebinar: “The Time is Now for Sales Hub + CPQ: Learn About the Enterprise-grade No-code Alternatives to Salesforce CRM + CPQ” With Salesforce CPQ officially reaching End of Sale (EOS), many larger CRM + CPQ customers have started evaluating options. Fortunately, HubSpot Sales Hub Pro/Enterprise, combined with Mobileforce CPQ, offers a powerful, enterprise-grade platform that represents the […]
Navigating Salesforce CPQ EOS: How RevOps & CRM Admins Are Moving Forward with Confidence
Introduction: Big Shifts in the CPQ Market You’ve likely heard the news. Salesforce has officially moved its CPQ product into End-of-Sale (EOS) mode. That means Salesforce will not bring on any new customers to its legacy $1 billion/year onetime Steelbrick CPQ solution. There’s also been no significant updates to their legacy solution in more than […]
Uncertain Times? Here’s the Best Sales Operations Tools to Streamline Your RevOps
Imagine this: You’re a sales rep meeting a high-value client who has interest and a need but is a bit nervous about proceeding and allocating budget during volatile and uncertain times. You’ve discussed their needs, and they tell you they’re potentially interested in moving forward. They ask for an updated quote before their meeting later that […]
ON-DEMAND WEBINAR: Scaling Smarter in HubSpot Today: Automating LeadGen, Sales Workflows and CPQ for Established or Growing Businesses
https://youtu.be/C8lcAw43z20?si=GfzfOlVdYeaMg-9q As businesses scale, automation becomes the key to unlocking growth. This webinar reviewed HubSpot’s latest innovations—combined with IDC’s market insights, Aptitude 8’s expertise, and Mobileforce’s no-code CPQ solutions. They discussed how your company can streamline lead generation, optimize sales workflows & processes, and drive revenue growth.Speakers: 🔗 Heather Hershey, Research Director, Digital Commerce & CPQ Lead, IDC🔗 Oscar […]
Mobile Revolution in Sales
Today, when business moves at the speed of a smartphone, sales teams require tools that are as dynamic and mobile as they are. Mobileforce offers a game-changing solution that liberates sales teams from the constraints of traditional CRM software. A truly mobile-optimized CRM and CPQ platform doesn’t just enhance sales processes — they significantly boost productivity by placing powerful […]
Streamlining Complex Sales Process
Are you struggling with slow quoting cycles, complex product configurations, and disconnected data in your manufacturing/distribution business? This article will help. Learn how industrial companies are revolutionizing sales processes with an integrated platform that includes quoting, inventory, and service, providing real-time data and offline access for field teams. Problems addressed include: (a) conquering approval bottlenecks, […]
Unlocking Sales Efficiency: A Guide to CPQ and CRM Integration
Did you know that integrating CPQ (Configure Price Quote) and CRM (Customer Relationship Management) systems can lead to a 49% increase in proposal volume, a 36% improvement in achieving sales quotas, and a 27% reduction in sales cycle length? These statistics highlight the transformative power of combining these tools to streamline sales processes and boost […]
