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McKinsey's 7s Model for Implementing Full Cycle Sales
Why implement a full-cycle sales model? Implementing a full-cycle sales model can provide businesses with a powerful...
Quoting complex bundles shouldn’t feel like solving a puzzle in the dark
The Fix: Mobileforce CPQ
Built for Complexity, Designed for Speed
Mobileforce CPQ is a no-code, enterprise-grade quoting platform that turns chaos into clarity especially when you’re working with large, layered service catalogues.
With Mobileforce CPQ, you get:
- Intelligent rules that eliminate quoting errors
- No-code configurability so your team can adapt fast
- Multi-tiered pricing models for even the most nuanced services
- Seamless integration with your CRM, ERP, and payment systems
- Offline access for quoting in the field with no signal required
The Result
- Quotes go out faster with fewer errors
- Sales cycles shrink
- Teams collaborate instead of correcting each other
- Revenue becomes more predictable and scalable.
Mobileforce CPQ
Implementation
What to expect
Our role is to manage the project and provide Subject Matter Experts.
A CPQ Implementation is a project that includes requirements across people, process and technology.
Our CPQ Implementation Project Management Plans typically consist of eight (8) critical elements, including:
- Requirements Definition mapping the business processes, user requirements, workflow automations, reporting needs and integrations to existing systems across sales, customer service operations, warehousing, field service operations, and customer portal self-service and eCommerce.
- Stakeholder identification including a Roles & Responsibilities matrix specifying who is responsible for each element and task needed to deliver the solution
- Task list and Schedule detailing who does what by when
- Delivery Methodology specifying how the work elements will be documented, completed, filed and accessed by subsequent tasks.
- Change Request mechanism detailing the process and sign offs required to alter the scope, timeline or resourcing of the project, including the preparation of variation orders.
- Deliverable list including timeframes and due dates
- Risk Management log including fully documented and agreed Project Assumptions, Dependencies and Risks
- Communication, Adoption and Training Plans with detailed resource and stakeholder availability.
During the scoping phase, we will confirm your requirements across people, processes and systems including:
- Product only, Product and Service or Services only
- Details on Products and Services:
- Product Part numbers/SKUs
- Products with required options and accessories
- Configurable bundles:
- Product Bundles
- Service Bundles
- Product and Service Bundles
- Price Lists (Standard and custom) with associated price variation mechanisms and currencies
- Business Rules- Product configurations and required option packages
- Pricing rules including discount rules/ margin attainment, approval flows
- Sample quotes
- Business scenarios requiring quotations
- Map sales process lead to quote
Download Your Complimentary Guide
Get started with Mobileforce CPQ
Choose our done for you Implementation Service
Get quick wins, high user adoption, clarity and efficiency as well as seamless set up for your entire team.
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