Mobileforce CPQ

4 reviews

Mobileforce’s no-code enterprise CPQ and RLM platforms are radically easy to set up and use. Simplify quoting, close sales, automate workflows & approvals, and integrate field services in one unified, AI-powered platform. Mobileforce’s no-code quote-to-cash-to-service platform is integrated natively within Salesforce, Microsoft Dynamics CRM and HubSpot Sales Hub.

Mobileforce FSM

0 reviews

Mobileforce's no-code FSM is tightly integrated with your CRM, ERP and CPQ solutions and provides real-time tracking and reporting of: (a) Field service tasks & time, (b) Technicians based on location, availability and skill level, (c) Field projects and milestones, (d) Required parts and inventory, (e) Orders & status along with all corresponding digital proposals & forms. Mobileforce’s no-code FSM is unique in its ability to help field services teams to: (1) Take advantage of sophisticated routing algorithms for field technicians based on location and skill, including detailed technician crew management and tracking capabilities, (2) Have increased transparency between dispatchers, technicians and customers for more efficient, streamlined cross-team communications, (3) Enjoy real-time inventory management for install and repair services to track parts inventory and update work orders with required orders, and (4) Simplify cross-sell, up-sell opportunities for additional services, so you don’t miss out on new revenue and service opportunities. Features of Mobileforce’s no-code FSM include: (a) Intelligent Scheduling and Route Optimizations for Field Technicians, (b) Inventory Management for Install and Repair Services, (c) Technician Crew Management and Tracking, (d) Automated Estimate and Quote Generation, and (e) Digital Forms and Automatic Data Capture.

Mobileforce Connected Portal

0 reviews

Deliver white-glove digital UI experiences to your customers and partners with Mobileforce's Connected Portal and mobile app builder. Mobileforce CX Portal is tightly integrated with your favorite CRM and offers the following benefits: (1) Provides personalized digital experiences with customized content, data and branding, (2) Provides access control for content and CRM data, and (3) Allows quick configuration of native iOS and Android mobile apps. In addition, Mobileforce’s Connected Portal includes the following unique features: (a) Pre-built, customizable UI templates and workflows for each type of external audience, (b) Built-in content manager, (c) ability to tag, organize, grant access to specific content, (d) easy admin access controls to set viewing permissions, (e) ability to expose relevant content from SharePoint, Box, Dropbox, Google Drive or other storage apps, (f) seamless integration with CRM and other business data, (g) controlled access for product and support data to your customers, and (h) controlled (and customizable) access for account, opportunity, contacts, leads, pricing and/or CPQ data for your partners.