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CPQ Software

Discover why smart B2B Sales Teams use Mobileforce CPQ’s rules engine

Your sales team isn’t just quoting - they’re shaping customer trust.

When deals involve complex services, custom bundles, and layered approvals, even your best reps can slip up.

Mobileforce CPQ solves this with an intelligent, no-code rules engine that ensures every quote is accurate, strategic, and scalable, without slowing sales down.

The rules engine in Mobileforce CPQ enables you to define logic-driven behaviours for how products/services can be configured, priced, approved, and sold - without writing code. Think of it as an AI-powered set of “if-this-then-that” conditions tailored to your business rules.

One Engine. Total Alignment.

Problem

Solved By Mobileforce

Custom deal structures

Pre-built templates with business rules

Approval bottlenecks

Auto-routing based on thresholds

Misalignment with delivery

Real-time validations + CRM sync

Lost revenue

Intelligent recommendations + flexible pricing

 

Mobileforce CPQ’s Rules Engine, implemented by BBA, is your sales team's secret weapon!

It builds trust, protects margins and turns your quoting process into a competitive edge.

CPQ; Simplified.

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cpq-software

If your deals involve complex services, custom bundles and layered approvals, this software is made for you.

Even your best reps can slip up. Mobileforce CPQ solves this with an intelligent, no-code rules engine that ensures every quote is accurate, strategic and scalable, without slowing sales down:

  • Configure smarter, Sell faster
  • Close deals without pricing chaos
  • Never miss an approval
  • Prevent implementation surprises
  • Sell more with built-in up-sell and cross-sell rules
  • Flexible pricing options
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CPQ Software

Integrated with your CRM
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Configure Smarter, Sell Faster

The Challenge:

Misconfigured packages lead to broken promises and frustrated customers.

The Fix:

Mobileforce CPQ ensures reps only build deals your ops team can actually deliver — like auto-adding "24/7 Support" when "Managed IT Services" is selected, and blocking mismatched services.

Result: No more rework, no more onboarding headaches.

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Close Deals Without Pricing Chaos

Manual pricing logic is a sales killer. With Mobileforce:

  • Add 50+ users? It auto-triggers a volume discount.
  • Need bundled, tiered, or usage-based pricing? No problem.
  • Sales reps quote with confidence, not a calculator.

Result: Faster quotes, fewer errors, and deals that scale smoothly.

 

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Never Miss an Approval

When a deal includes a big discount or non-standard term, Mobileforce instantly routes it to the right approver.

Result: Deals stay compliant and on track, without email chains or missed margin targets.

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Prevent Implementation Surprises

Reps are warned before generating a quote if a required service, like onboarding for a custom deployment, has been omitted.

Result: Delivery teams get exactly what was promised. No more fire drills.

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Sell More with Built-In Intelligence

The CPQ engine doesn’t just validate - it helps reps sell smarter.

Suggest training add-ons or advanced modules right when they’re most relevant.

Result: Bigger deals. Happier customers.

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Pricing that Matches How Customers Buy

In the real world, pricing isn’t one-size-fits-all. Mobileforce CPQ supports:

1. Usage-Based Pricing - Charge per API call, user, or action  - and let CPQ calculate totals automatically.

2. Hybrid Models - Need to charge a base fee + usage + SLA? It’s built for that.

3. Multi-Year Contracts - Apply pre-set uplifts, volume discounts, or renewal terms without spreadsheets.

Result: Sales reps offer flexible, strategic pricing and finance stays in sync.

this is how we do CPQ for B2B Services and Products...
 

How we build your CPQ Solution...

We start with your Product Catalogue,  Price Book, Business Rules and work backwards to integrate with the existing CRM sales playbook and workflow

Sales Process

Requirements Definition

The Requirements Definition details your sales process, including quotation approvals, authorisations, bundles and exception handling process.

CPQ process mapping

Map the 'Enquiry to Quote' and 'Quote to Order' processes, including rules, roles and routing workflows.

CRM Process Integration

Define the CPQ process roles and responsibilities across the organisation using the existing CRM to scope the Project.

CPQ Software

CPQ Technology required-

As Certified Partners, we supply and implement the Mobileforce CPQ into HubSpot's Sales Hub Portal and CRM.

This includes CRM functionality, including pipelines, a Help Desk, a Knowledge Base, Workflow automation, Open APIs, Marketing Automation, Sales CRM, and Pipeline Management.

Integration App required-

When delivering full CPQ to Finance automation, we scope a new project to determine if the native MobileForce API will provide the required integration or scope a Commercient integration App.

CPQ Implementation

Prince2 Project Management

Project Management Plans include Assumptions, Dependencies, Risks, Change Request Process, Schedule, Tasks and Stakeholder Communication

Roll Out, Adoption and Training 

Staff are fully trained in the new operating procedures, processes and systems.

Ongoing Business Support

Continuous support is available in 90-day blocks with SLAs and on-site attendance to ensure a smooth transition.

Mobileforce CPQ software demo

 

Let's scope your CPQ Software

Get a competitive advantage, streamline Sales & Customer experience with selling faster!

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