Sofon Guided Selling for salesforce.com
Sofon Guided Selling, software made to speed up, simplify and improve the quotation process, is available to salesforce.com users
Organizations that supply products or services based on customer-specific requirements have to deal with complex sales scenarios. Sofon Guided Selling helps salesforce.com users to simplify, speed up and improve the quality of the quotation process. With Sofon Guided Selling, you can reduce your sales costs, increase your win rates and produce order specifications that are complete and error-free.
Challenges in the quotation process
Organizations that generate customer-specific quotations often lose a great deal of time gathering the right information needed to produce a good quotation. Often only a few specialists hold the necessary knowledge needed to produce an accurate proposal, which demands substantial time and effort from them.
Software for simplifying complex sales processes
Sofon Proposal Organizer is a standard application that links in with salesforce.com and has enabled thousands of users to improve their sales performance. Sofon Proposal Organizer allows users to generate professional and correct quotes, orders and contracts with specifications and conditions that meet their customers’ requirements and satisfy internal trade agreements.
Integration between opportunity and quotation
Sofon Proposal Organizer can be used independently but can also be launched from a Salesforce opportunity. In this case the quotation is automatically populated with the relevant information available in the Salesforce opportunity. Once the quotation or order has been generated, the quotation document, the price and the quotation data are stored in the Salesforce opportunity automatically.
Sofon implementation
To ensure that the implementation of Sofon runs quickly and smoothly, the experience gathered from the many previous implementations has been bundled together in Sofon Ready to Go: a predefined project approach that is used to map out the entire implementation in just a single day, including the project scope, project objectives, project organization, employees involved and project schedule. Thanks to Sofon Ready to Go, the actual introduction of the software can get under way following a short, one-day preparation period.
The fact that users are able to model the Sofon system themselves means that there is only a minimal need to involve a Sofon consultant. Whereas with many configurators the supplier assumes an important role in setting up the software, Sofon consultants can confine themselves to the task of coaching users. This not only helps to reduce implementation costs, but also gives the user a high degree of independence. This is important as changes can be implemented quickly and easily without having to invest time and money in external advisors.
Certified integration
For the integration between Salesforce and Sofon Proposal Organizer the Connector for Salesforce has been certified by salesforce.com.
AppExchange
Sofon Guided Selling can be found on AppExchange, the on-demand marketplace for
applications integrated with salesforce.com. Find us on AppExchange.
Integration content
Once an opportunity has been created in salesforce.com, Sofon can be launched from the opportunity and a new quotation is created. This quotation is automatically filled with the relevant information from salesforce.com including customer and opportunity details. Once the quotation in Sofon has been completed, Sofon is closed and the salesforce.com opportunity is complemented with the quotation document, the quotation price and the quotation date. Additionally, the complete quotation content is stored with the opportunity as a Sofon quotation object. This object can be used later on to modify the quotation or to use it as input for other quotations. From an opportunity an existing quotation can be opened and an updated quotation can be stored as a new version. The opportunity is also updated with the newest quotation information again.