Sofon Guided Solutions Review

Sofon Guided Solutions allows users to quickly and easily produce error-free, professional proposals. Offers, contracts, orders and other sales documents can be generated quickly and the software provides control over the sales process from contact to contract. Helps sales staff maximize sales opportunities and manage them efficiently and effectively. It supports requirements analysis, sales and service setup, product selection, pricing, calculation, BOM, visualization, routing, 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.

SOFON GUIDED SOLUTIONS – TUTORIAL

Let’s look at how this CPQ software can help you in your work:

SOFON GUIDED SOLUTIONS – FEATURES

• Quoting and contracting: the software enables you to set up your quotation and contracting process intelligently. You will have an orderly overview of the contents of the quote whenever you want, including how negotiations are proceeding and what your contracts say about agreements and obligations. You will be able to meet your Compliance requirements
• Solution definition: the starting point for a good quote is a description of the solution (“solution definition”) and Sofon gives you the tools to make this a smart process
• Order management: the solution enables you to automatically load clean orders, augmented with scheduling information, into the ERP system, which provides you with information for production forecasts.
• Guided selling: guided selling simplifies and automates the maintenance and deployment of all knowledge that is required to analyze customer needs, define the solution, and generate a proposal to fulfill those needs
• Sales management: the platform enables sales management
• Product management: the software enables you to quickly market innovations and take full advantage of your competitive advantage.