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Sofon Guided Solutions Review

Sofon Guided Solutions
Our score: 7.0 User satisfaction: 96%

What is Sofon Guided Solutions?

Sofon Guided Solutions is a set of tools for organizations selling products or services that are customer specific. Being a standardized software, it can be deployed quickly without many complications and can be used for a wide range of applications. The solution is generic, does not require additional customization and can be used for different kind of solutions from quote generation to contract management.

It supports both the sales process as well as its content and enables users to setup and configure the software themselves. Its modules include Proposal Organizer, Sales Organizer, Concept Designer, RFP Calculator, Resource Estimator, Sofon QIS, Approval Portal, Sales Configurator, Sofon Studio, Enterprise Product And Lifecycle Manager and Sofon Connect, which handles integration of the solutions with other software like CRMs, ERPs, PDMs and CADs.

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Overview of Sofon Guided Solutions Benefits

The software allows users to quickly and easily produce error-free and professional proposals. Quotations, contracts, orders and other sales documents can also be generated quickly and the software provides control over sales process from contact-to-contract.  It helps sales staff maximize sales opportunities and manage the sales process in a more efficient and effective way. It supports need analysis, sales & support configuration, product selection, pricing, calculation, bill-of-material, visualization, routing generation, quotation reports and document generation.

The Sales Organizer module is designed for customer order-oriented companies and offers all the functionality of a CRM system. The module also supports more complex customer specific tasks such as opportunity analysis, lead qualification and call-script based handling of service calls. The modules can also easily be integrated with other CRMs and ERPs for flexibility and standardization. The Concept Designer allows users to create working solutions by a drawing system in which objects can be configured independently or interlinked.

The RFP Calculator is an extension of the Proposal Organizer and helps monitor deadlines, requirement matching, task sharing, calculation, monitoring of margins, quote generation and responding to questions. The resource estimator shows workload, resources and financial feasibility at a glance through graphs, bar and box charts. The approval portal helps authorize quotations and orders by pre-defined rules, including commercial, financial and technical.

The Sales Configurator is an add-on for CRM or ERP systems and also allows customers and dealers to generate quotes and orders themselves. It’s particularly helpful if you don’t have your own customer/dealer portal. Sofon Studio is the management-module that allows managing information used in other modules of the software. Sofon Connect handles integration with other software like CAD, CRM, ERP and PDM and offers connectivity with a number of packages.

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Overview of Sofon Guided Solutions Features

  • Proposal Organizer
  • Sales Organizer
  • Concept Designer
  • RFP Calculator
  • Resource Estimator
  • QIS
  • Approval Portal
  • Sales Configurator
  • Sofon Studio
  • Enterprise Product and Lifecycle Manager
  • Sofon Connect

Sofon Guided Solutions Position In Our Categories

Because companies have specific business wants, it is prudent they steer clear of purchasing a one-size-fits-all, ideal business application. At any rate, it is almost impossible to try to chance on such an app even among popular software products. The right step to do is to shortlist the numerous key aspects which require analysis such as major features, plans, skill aptitude of staff, organizational size, etc. Thereafter, you must conduct your product research comprehensively. Read some Sofon Guided Solutions evaluations and look into the other solutions in your list in detail. Such all-encompassing research ascertains you circumvent unfit apps and select the one that delivers all the benefits your company requires to be successful.

Position of Sofon Guided Solutions in our main categories:

TOP 50

Sofon Guided Solutions is one of the top 50 Sales Proposal Automation Software products

If you are considering Sofon Guided Solutions it may also be a good idea to check out other subcategories of Sales Proposal Automation Software gathered in our base of B2B software reviews.

There are well-liked and widely used solutions in each software category. But are they necessarily the best fit for your company’s specific requirements? A popular software application may have thousands of users, but does it provide what you require? For this reason, do not blindly shell out for popular systems. Read at least a few Sofon Guided Solutions Sales Proposal Automation Software reviews and mull over the factors that you wish to have in the software such as the price, main features, available integrations etc. Then, choose a few apps that fit your needs. Try out the free trials of these products, read online reviews, get explanations from the seller, and do your homework systematically. This exhaustive homework is certain to help you choose the finest software application for your company’s unique requirements.

How Much Does Sofon Guided Solutions Cost?

Sofon Guided Solutions Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

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What are Sofon Guided Solutions pricing details?

Sofon Guided Solutions Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Sofon Guided Solutions’ SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.

User Satisfaction

Positive Social Media Mentions 87
Negative Social Media Mentions 4

We are aware that when you decide to get a Sales Proposal Automation Software it’s important not only to see how professionals score it in their reviews, but also to check whether the real users and enterprises that purchased it are actually satisfied with the product. Because of that need we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Sofon Guided Solutions reviews across a wide range of social media sites. The data is then displayed in a simple to understand format indicating how many customers had positive and negative experience with Sofon Guided Solutions. With that information at hand you should be equipped to make an informed purchasing choice that you won’t regret.

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Technical details

Devices Supported

  • Windows
  • Linux
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English
  • Dutch

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Sofon Guided Solutions?

Sofon Guided Solutions integrate with the following business systems and applications:

  • Microsoft Dynamics NAV and AX
  • QAD MFG/Pro
  • Infor/Baan
  • IFS
  • SAP
  • Microsoft Dynamics CRM
  • Siebel
  • update.CRM
  • SugarCRM
  • Salesforce.com
  • More connectors’ info available from support
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Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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