Elevating Sales Efficiency: Mobileforce CPQ Integration with SugarCRM, Pipedrive and Zendesk

Tereza Kalinova
March 15, 2024

Elevating Sales Efficiency: Mobileforce CPQ Integration with SugarCRM, Pipedrive and Zendesk


In the realm of sales optimisation, the fusion of Configure, Price, Quote (CPQ) solutions with Customer Relationship Management (CRM) and customer support platforms is proving to be a game-changer for businesses aiming to streamline operations and enhance customer satisfaction. Among the leading CPQ solutions, Mobileforce CPQ shines brightly for its seamless integration with SugarCRM, Pipedrive and Zendesk, offering organisations a powerful toolkit to revolutionise their sales processes, automate complex quoting and elevate customer experiences.


Mobileforce CPQ

Understanding Mobileforce CPQ

Mobileforce CPQ is a cloud-based software solution designed to overhaul the sales quoting process. It empowers businesses with the ability to configure complex products, accurately price offerings and generate polished quotes swiftly.


What Sets Mobileforce CPQ Apart?

πŸ‘‰ Mobile-Friendly Design:

A hallmark of Mobileforce CPQ is its mobile-friendly design, enabling sales representatives to access the platform effortlessly via their smartphones or tablets. This mobile compatibility facilitates real-time engagement with customers, there by accelerating the sales cycle and enhancing responsiveness

β€πŸ‘‰Β  Flexibility:

Mobileforce CPQ offers unparalleled flexibility, allowing businesses to customize the software to align with their unique requirements. From accommodating intricate pricing structures to optimising workflows, the platform adapts seamlessly to the specific needs of each organisation, fostering agility and efficiency.

πŸ‘‰ Automatic Proposal Generation:

‍With Mobileforce CPQ, generating proposals becomes a streamlined process. Sales and service teams can create single-page quotes or multi-page proposals complete with attachments and personalised branding.

πŸ‘‰Β  Real-Time Pricing:

The provision of real-time pricing information ensures accuracy and timeliness in the quoting process. Sales representatives have access to the most up-to-date pricing data, minimising errors and speeding up quote generation, so enhancing overall sales effectiveness.

πŸ‘‰Β  Integration:

Mobileforce CPQ seamlessly integrates with various business software solutions, including CRM and customer support platforms, facilitating data synchronization and workflow optimisation. By integrating with SugarCRM, Pipedrive and Zendesk, businesses can leverage the combined power of CPQ and CRM/customer support functionalities to streamline operations and enhance customer interactions.

πŸ‘‰Β  Reporting and Analytics:

Mobileforce CPQ offers robust reporting and analytics capabilities, providing valuable insights into sales performance. These insights enable businesses to identify trends, pin point areas for improvement, and refine their sales strategies to drive revenue growth effectively.


How does the integration work?

The integration of Mobileforce CPQ with SugarCRM, Pipedrive and Zendesk represents a strategic convergence aimed at empowering businesses with a comprehensive sales and customer support enablement solution. By seamlessly integrating CPQ capabilities with CRM and customer support platforms, organisations can unlock a myriad of benefits:

πŸ‘‰ Unified Data Management:

Consolidating sales and customer support data within a single platform ensures data integrity and eliminates silos, providing a holistic view of customer interactions. The opportunity pipeline in the CRM will bring in the following information:

βœ”οΈοΈΒ Quote value rolled automatically into the deal value

βœ”οΈοΈ All relevant products

βœ”οΈοΈ PDF of the actual quote

βœ”οΈοΈ The ability to send the quote from the CRM

βœ”οΈοΈ The ability to monitor clicks and opens from the CRM


Mobileforce CPQ Integration


πŸ‘‰Β More accurate forecasting:

‍The CRM system is now much more meaningful as the opportunity pipeline is detailed at the product level. This means that accurate forecast reports can be created in the CRM that will detail the likely product volumes and product types that will need to be committed to for each month.

πŸ‘‰ Streamlined Workflows:

Seamless data synchronisation between Mobileforce CPQ, SugarCRM, Pipedrive and Zendesk streamlines sales and customer support workflows, reducing manual efforts and enhancing operational efficiency.

πŸ‘‰ Accelerated Sales Cycles:

The efficiency and automation offered by the integrated solution expedite the sales cycle, enabling sales teams to respond promptly to customer inquiries, deliver accurate quotes, and close deals faster.




As businesses strive to stay competitive and customer-centric in today's dynamic market landscape, the integration of Mobileforce CPQ with SugarCRM and Zendesk emerges as a strategic imperative. By harnessing the combined capabilities of CPQ, CRM, and customer support platforms, organisations can streamline sales processes, enhance operational efficiency, and deliver exceptional customer experiences. In the pursuit of sales excellence, the integration of CPQ solutions with CRM and customer support platforms remains a cornerstone of modern sales strategies.


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