Sofon Proposal Organizer
Sofon Proposal Organizer supports the central sales office, remote or field sales and service forces as well as any independent sales channel with the selling of customer specific products and services. In fact, it manages and automates the contents of the sales cycle whereas Sofon Sales Organizer (or another CRM package) manages the contact management, activity management, opportunity tracking and reporting process.
Functions
Sofon Proposal Organizer takes care of requirements analysis, product configuration, three dimensional product visualization (when applicable), calculation of sales prices and margins, calculation of cost, generation of complete multi-level bills of material and routings and the production of all relevant documents including proposals, contracts and any internally required document.
Online and offline
Sofon Proposal Organizer runs securely both online and offline. In the case of offline use, automatic replication takes place between notebook and central server. New quotations, contracts and orders are synchronized and new price lists and changes to product information are updated automatically.
Questionnaire
Configuration and calculation takes place by simply answering questions. The questionnaire behaves fully dynamically, which means that only relevant questions are asked and only valid answers are possible. Based on the answers given, all required output is composed immediately in the background. This means that all information needed is available as soon as the last question is answered.
Workflow
Workflow makes sure all relevant users have an updated to-do list. E-mail alerts are automatically generated to people on the account team (sales, marketing, product management) when action - such as review or approval - is needed.
Integration with Microsoft Word
Integrated with Microsoft Word, complete and error free quotations and contracts are generated, including accompanying letters, table of contents, product or service documentation, illustrations, investment overviews, ROI analyses, financing arrangements, and general terms & conditions. Sales people no longer deal with copies of outdated documents and no more time is lost in correcting lay-outs or performing risky ‘find and replace’ actions. Document design can be freely modeled upfront so that documents are always compliant with corporate design and policy and are consistently used by everyone in the sales process.
Read more...
Read more about: Connected product positions, Margin and risk analysis, Document generation, Authorization, Integration with CRM and ERP and Filters.