Sales Configuration

The sales process revolves around understanding customer needs and translating them into an appropriate solution at acceptable conditions. Sofon Guided Selling goes further than the conventional product configurator. Sofon Guided Selling is all about sales configuration.

Complete quotation, complete solution

A solution rarely consists of just one single product. Rather a complete solution offers a number of related products and services. In addition to this, there are also costs and conditions relating to transport, insurance, delivery, finance and payment. It is only by combining all these aspects that a proposal can be transformed into a complete quotation. And a quotation can only be made if all the above aspects are clearly recorded in a document the customer can understand.

Reducing quotation cycle time

Sofon Guided Selling enables the field sales team, the sales office, dealers and even customers to put together their own quotations without the help of additional specialists. Sofon combines needs analysis, product selection, product configuration, calculation, visualization and document generation in one standard software package. As a result, the cycle time for generating quotations is substantially reduced and costs are also considerably lower. Therefore, each quotation produced is a correct and complete quotation.

Quotation in multiple languages

A quotation can only be comprehensible if it is drawn up in the customer’s own language. Sofon sales configuration supports multiple languages. It is possible for the person drawing up the quotation to do this in a different language from the one in which the quotation document is ultimately generated.

Quotation version management

Selling customer-specific solutions is often an iterative process. An initial quotation frequently leads to new ideas and additional questions, that as a result, a second or third quotation is needed. In many cases this process is repeated when it comes to the order or the contract. To ensure that you are able to maintain an overview in these circumstances, Sofon sales configuration offers version management. Each quotation or agreement that is drawn up therefore remains available and parts of them can be combined to create a new version.

Quotation approval

When it comes to customer-specific sales processes, exceptions are the rule. This calls for a great deal of flexibility from you as a supplier, but also means that these exceptions have to be checked. Sofon Guided Selling offers various forms of authorization, depending on your requirements, ensuring that the right person is asked automatically to approve a quotation if it deviates from certain rules or limits are exceeded.

Online, offline and synchronization

Because your customers are located throughout the country or even the world, it means that your sales reps and dealers are on the road a lot. Sofon makes it possible to work with Sofon sales configuration both online and offline, adjusting the data throught automatic synchronization.


Highlights: