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Sales Simplified Organizations that deliver products or services based on customer-specific wishes are often forced to deal with a time-consuming and error-prone quotation and order process. When carrying out this process, the organization is often dependent on knowledge in the heads of scarce experts. Sofon enables organizations to store and maintain all of the knowledge and information that is required to speed up, simplify, and improve the quotation and order process. This enables internal sales staff, sales reps, dealers, or customers to make their quotations and orders themselves without being required to possess extensive knowledge.
What can Sofon Guided Selling do? What can I achieve using Sofon Guided Selling? What is the philosophy behind Sofon Guided Selling?
How can I integrate Sofon with other software?
How is Sofon Guided Selling implemented?
How can I use Sofon Guided Selling? Which modules does Sofon provide?
Sofon is easy to maintain by the users themselves. Continuous support by external consultants, therefore, is not necessary.
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Sofon in 3 minutes
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What can Sofon Guided Selling do? Needs analysis Product selection
Needs Analysis
Product Selection Product Configuration
Configuration Sofon Models
Version Management
Calculation Pricing
Approval Management
Bills of materials and routing generation
Visualization Quotation generation
Project Configuration
Sofon Proposal Organizer
Product Visualization Document/ Calculatie Report Generation Calculation Pricing
Order generation Approval management
Customer Relationship Management (CRM)
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What can I achieve using Sofon Guided Selling? Sneller, eenvoudiger en beter offreren Generate better quotations faster and easier Naadloze samenwerking tussenSales, Verkoop, Engineering Productie Seamless cooperation between Engineering, anden Production Perfect quotations orders Perfecte offertes enand orders
bills of materials and routings Complete stuklijsten en routings Seamless integrations Naadloze integraties
Sales process under Verkoopproces ondercontrol controle Betere samenwerking met dealers klanten Better cooperation with dealers andencustomers
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What is the philosophy behind Sofon Guided Selling? The Sofon Guided Selling principle is the optimal utilization of the knowledge present within your organization. Every organization employs a small number of specialists with thorough knowledge of what can and must be sold. These specialists – people in Sales, Engineering, Product Management, or Production – are often overburdened by Sales for making quotations. Sofon makes it possible to store centrally all knowledge and information required for making quotations and orders in so-called models.
Export knowledge made available in Sofon models by business users
Using these models, users with only limited sales and product knowledge can independently make complete and error-free quotations and orders. In this way, you ensure that the sales process proceeds more quickly, that you are less dependent on scarce specialists, and that your scarce specialists can focus on the truly complicated tasks or innovation. Sofon is standard software. That means that all users can profit optimally from good ideas that, thanks to other customers, are processed in the software. The fact that Sofon is standard software makes it stable, reliable, easy to use, and exceptionally powerful and complete.
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How can I integrate Sofon with other software? In practically every organization, Sofon is integrated with existing systems. CRM: quotations are made using the data from CRM (such as organization, contact person, price agreements, and opportunity). The major items from the quotation can be saved with the opportunity (such as forecast data, generated documents and so on). PDM/ERP: existing master data, such as items and prices, are almost always used. Moreover, orders from Sofon are created automatically in the ERP system, including corresponding bills of materials and routings.
Sofon Web Sales Configurator for Dealers and Customers
Needs Analysis
Website / Portal
Quotation/Order Generation
Quotation or Order PDF via E-Mail to Prospect/Customer/Dealer
Pricing
Order to CRM or ERP Direct or via Sofon Proposal Organizer
Product Selection
Sofon Web Sales Configurator
Calculation
Product Configuration
Product Visualization
CAD: using Sofon, a dataset can be generated from a configuration. With this dataset, a customer-specific drawing is automatically generated in CAD by means of a parametric drawing. Data from a CAD drawing can also serve as input for a configuration in Sofon. Website/Portal: to support quotation generation by dealers or customers, Sofon can be made available within an existing website or portal, so that visitors can transfer seamlessly from visiting a website to generating a quotation.
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How is Sofon Guided Selling implemented? The implementation of Sofon Guided Selling deviates strongly from the usual implementations of ERP or CRM systems. First of all, Sofon is standard software and implementation can commence immediately. Moreover, Sofon was developed with the idea in mind that instead of external consultants, users themselves can set up and maintain the software. In that way, the system will continue to function according to the latest wishes in the future. Thanks to the limited reliance on external consultancy, relatively speaking, the implementation costs are remarkable low.
Sofon requires significantly less consulting than traditional implementations
Traditional
300%
100%
Service
Software
Service
30%
Software
100%
Check our references in your industry References
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How can I use Sofon Guided Selling? Sofon is available for end users in desktop version and web version.
Access always and everywhere
The advantage of the desktop version is that users can work both online and offline, with replication being carried out automatically. Moreover, the integration with Microsoft Office is easy and powerful.
Customer
The advantage of the web version is that it does not require software to be installed on the client PC and the software can be accessed from any PC. The web version can be purchased from the cloud (Software as a Service).
Dealer
Offline
Field Sales
Sales Office
Browser
Management
Service
Office
Sofon uses the Microsoft SQL Server database, which means that it is completely open. Reporting can be carried out with any reporting tool that is compatible with Microsoft SQL Server.
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Which modules does Sofon provide? Sofon Guided Selling is sales support software for companies that deliver customer-specific products or services. Sofon Guided Selling consists of the following modules:
Sofon Studio
Sofon RFP Organizer
Sofon Proposal Organizer
Sofon Approval Portal
Sofon Concept Designer
Sofon Sales Configurator
Sofon 3D Layout Designer
Sofon Sales Organizer
Sofon Enterprise Product And Lifecycle Manager
Sofon Connect
©2013 by Sofon B.V. All rights reserved. Sofon, Sofon Sales Configurator, Sofon Proposal Organizer, Sofon Studio, Sofon Connect, Sofon Sales Organizer, Sofon Case Organizer, Sofon Guided Selling, Sofon Ready to Go and other Sofon products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sofon B.V. in the Netherlands and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies. The contents of this document (including, without limitation, names and logos, texts, illustrations and artwork) are the copyrighted property of Sofon B.V. and are protected under applicable copyright and trademark laws. Any unauthorized use of the trademarks or other contents of this document may violate civil or criminal laws. Data contained in this document serves informational purposes only. These materials are subject to change without notice. These materials are provided by Sofon B.V. and its affiliated companies (“Sofon”) for informational purposes only, without representation or warranty of any kind, and Sofon shall not be liable for errors or omissions with respect to the materials. The only warranties for Sofon products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.
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