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Mobileforce ❤️ Zendesk

Mobileforce's robust, no-code CPQ is the easiest CPQ to setup and use with Zendesk. That's why Zendesk customers rely on Mobileforce to help with these key quote-to-cash needs:

  • Support for multi-tiered pricing, approvals or distribution
  • A simple-but-powerful rules-based quoting & pricing engine
  • One-click integrations with multiple systems (e.g., ERP, inventory, payment, eSignature)
  • Support for large or complex product catalogs  ...and More
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Mobileforce's Top Differentiators 

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NO-CODE CONFIGURATION

Our fundamentally unique architecture provides unparalleled agility & simplicity. Without requiring a single line of code.

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POWERFUL CPQ RULES ENGINE

Our rules engine is definitively the easiest for SalesOps to use. Set guardrails & guidelines quickly and easily.

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PLUG & PLAY CLOUD INTEGRATIONS

Easily connect to Zendesk + any ERP, inventory, payment or other needed back-end system bi-directionally. 

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HYBRID CLOUD & OFFLINE

The only CPQ enabling field teams to provide quotes + proposals and update CRM, anywhere, anytime, even offline

Video Case Study: Mobileforce & SportSafe

WATCH WHAT OUR CUSTOMERS SAY

"We have very complex needs. Mobileforce integrates seamlessly with our CRM. All of our inventory can now be seen, and that was a game-changer. We've now seen an 80% reduction in the time that it takes to generate a quote.”

                                         --ALEX WILKINS, MANAGING DIRECTOR, SPORTSAFE 

UNIFIED SALES-TO-SERVICE: We're the only company to seamlessly integrate quote-to-cash-to-service workflows, speeding up closing, revenue recognition & collection

Why Zendesk Customers are Choosing Mobileforce

Whether you’re using just one Zendesk solution or many, using Zendesk Sell or another CRM, it's easy to use Mobileforce's CPQ. With just a few clicks, you can TEST our quote-to-cash solution with features that include support for: 

Complex, Multi-tiered Pricing & Approvals

We help teams selling with complex or multi-tiered pricing or approvals prepare quotes and proposals quickly

Large Volumes of Products or Quotes

We help teams selling with elaborate product lines or large volumes of quotes manage them easily

Direct Usage from Inside Zendesk

Our solution is easily adapted to your team's workflows, allowing you to quote, sell and close directly from Zendesk or your preferred system

Comparing Other CPQs vs. Mobileforce CPQ

How Mobileforce CPQ Compares to Other CPQs

 

COMPARE MOBILEFORCE CPQ vs. OTHER CPQs Other CPQs Mobileforce CPQ
Simple Quoting Capabilities Yes Yes
Ability to Create a Product Library

Yes Yes
Easy-to-use Tools for Implementation

Yes Yes
 Simple Quote Documents & Output Yes Yes
Multi-tiered Pricing or Multiple Price Books & Methodologies
(e.g., multiple currencies, advanced pricing schemes including fixed, variable, block, tiered, volume, subscription-based)



No Yes
Broad or Elaborate Product Catalogs 
(e.g., tags, hierarchical products, configurable products)
No Yes
Easily Customizable UI/UX for Your GTM Needs
 User Experience Completely Adapted to Your Sales Needs
No Yes
Robust, Easy-to-use No-code Rules-based Engine

No Yes
Support for Multi-party Approvals, Including Rules & Guardrails

No Yes
Real-time Integration with Disparate Applications & Data Sources with Bi-directional Data Flow
(e.g., ERP, inventory management, payment processing, eSignature)
No Yes

See Mobileforce in Action

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The Easiest CPQ to Setup & Use With Zendesk Sell

Transform cumbersome paper and spreadsheets quotes to a quick and easy online configure, price, and quote process

Start from a Zendesk Sell Deal, pick a contact, add products and services line items, discounts and generate slick proposals in minutes

Mobileforce's Intelligent Quoting & Proposal Engine

Easily create customized quotes and proposals for each sales scenario

Mobileforce smart 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 or proposal

Automatically load all the relevant information about the customer and deal from the CRM.

Flexible Upsell/Cross-sell Workflows

Prompts the user to add relevant features, products, and services in real-time

Supports configurable and bundled products. Recommendation and validation engine ensures correct products and services are added

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Automatic Proposal Document Generation

Sales and Service personnel can easily generate a single page quote covering multiple products and services, or a multi-page proposal with attachments

Configurable document templates with custom branding and marketing elements can be uploaded to be selectively 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 the quote to appropriate individuals for approval

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Zendesk Sell and Optional Back Office Integration

Automatically fetch company, deal, contact, information from CRM, and optionally, inventory, delivery estimates from back-office systems like ERP in real-time while quoting

Generated quotes and proposals are automatically sent to the customer and seamlessly saved into Zendesk Sell. Also, integrates with eSignature platforms that include DocuSign, Adobe Sign and PandaDoc

Mobileforce Works Seamlessly with Zendesk

Mobileforce works closely with Zendesk managers and sales reps on customer accounts every day. We also work closely with dozens of Zendesk consulting firms, with whom we are proud to partner. We are thrilled to have so many happy Mobileforce and Zendesk customers.

We are excited to work with you and your extended team, including your Zendesk rep and partner firm. We'll provide the answers you need throughout your process. We are committed to helping customers and partners make the best CPQ decisions for your unique business needs. Questions? We're here to help: just click here.

Key Differentiators 

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NO-CODE CONFIGURATION

Our fundamentally unique architecture provides unparalleled agility & simplicity. Without requiring a single line of code.

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POWERFUL CPQ RULES ENGINE

Our rules engine is definitively the easiest for SalesOps to use. Set guardrails & guidelines quickly and easily.

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PLUG & PLAY CLOUD INTEGRATION

Easily connect to Zendesk + any ERP, inventory, payment or other needed back-end system bi-directionally. 

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HYBRID CLOUD & OFFLINE

The only CPQ enabling field teams to provide quotes + proposals and update CRM, anywhere, anytime, even offline

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UNIFIED SALES TO SERVICE

Our platform offers fully integrated quote-to-cash + field services, so field teams can quote, upsell & close both remotely and in the field

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BUILD YOUR OWN UX

The only build-your-own UI/UX platform ensures adaptability to your sales & GTM motions and optimized end-user adoption

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Your Success Is Our Mission

Our goal is to drive successful quote-to-cash-to-service outcomes for our customers. Period. We work hand-in-hand with Zendesk, with your Zendesk rep, and with your Zendesk consultant. We ensure that your RevOps managers, sales reps, and field teams have everything they need to ensure a smooth roll-out and completely productive usage experience. Every day.

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