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.
Show MoreThe 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.
Show MoreBecause companies have particular business wants, it is only wise that they steer clear of settling on an all-encompassing, ideal software system. Just the same, it is futile to try to come across such an app even among recognizable software products. The clever step to undertake should be to make a list of the several chief aspects that necessitate careful thought like crucial features, budget, skill capability of staff members, organizational size, etc. Thereafter, you should follow through your product research comprehensively. Have a look at these Sofon Guided Solutions analyses and check out each of the software systems in your list in detail. Such all-encompassing research ascertains you stay away from unfit apps and subscribe to the one that delivers all the function your business requires.
Position of Sofon Guided Solutions in our main categories:
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 investigate other subcategories of Sales Proposal Automation Software listed in our base of B2B software reviews.
Since each company has unique business requirements, it is prudent for them to refrain from looking for a one-size-fits-all perfect software system. Needless to say, it would be futile to try to find such a platform even among widely used software applications. The smart thing to do would be to catalog the various vital factors that need consideration such as required features, budget, skill levels of workers, company size etc. Then, you should do your groundwork thoroughly. Read some Sofon Guided Solutions Sales Proposal Automation Software reviews and look into each of the other apps in your shortlist in detail. Such comprehensive research can ensure you weed out ill-fitting applications and choose the solution that provides all the aspects you require for business success.
Sofon Guided Solutions Pricing Plans:
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Sofon Guided Solutions Pricing Plans:
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Sofon Guided Solutions’ SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.
We know that when you make a decision to purchase a Sales Proposal Automation Software it’s important not only to find out how professionals score it in their reviews, but also to discover whether the real people and companies that use this software are genuinely happy with the service. That’s why we’ve devised 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 data is then presented in a simple to digest form showing how many people had positive and negative experience with Sofon Guided Solutions. With that information available you should be prepared to make an informed purchasing decision that you won’t regret.
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Sofon Guided Solutions integrate with the following business systems and applications:
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