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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

Knowing that companies have special business-related needs, it is only wise they steer clear of selecting a one-size-fits-all, ”best” business program. However, it is difficult to try to pinpoint such an app even among branded software products. The practicable step to undertake can be to note down the several important functions that call for a analysis like key features, pricing, technical skill ability of staff, organizational size, etc. Thereafter, you must conduct your product research exhaustively. Browse over some of these Sofon Guided Solutions evaluations and explore each of the software options in your shortlist more closely. Such comprehensive product investigation makes sure you drop mismatched apps and buy the one that meets all the aspects your business requires for optimal results.

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 might also be a good idea to analyze other subcategories of Sales Proposal Automation Software gathered in our database of SaaS software reviews.

It's crucial to realize that virtually no software in the Sales Proposal Automation Software category is a perfect solution able to meet all the needs of all business types, sizes and industries. It may be a good idea to read a few Sofon Guided Solutions Sales Proposal Automation Software reviews first as certain solutions might excel exclusively in a really narrow set of applications or be prepared with a really specific type of industry in mind. Others can work with an idea of being easy and intuitive and as a result lack complicated functions needed by more experienced users. You can also find software that focus on a large group of users and offer a complex feature base, but that frequently comes at a more expensive cost of such a solution. Ensure you're aware of your needs so that you pick a service that offers exactly the features you search for.

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 crucial not only to find out how professionals evaluate it in their reviews, but also to check if the real clients and businesses that use this software are actually happy with the service. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Sofon Guided Solutions reviews across a vast array of social media sites. The information is then featured in an easy to digest form indicating how many clients had positive and negative experience with Sofon Guided Solutions. With that information at hand you should be prepared to make an informed business 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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