Quotation Generation
As a rule, companies that deliver customer-specific products and services do not receive orders without having first issued one or more quotations. Drawing up quotations is generally a time-consuming and labor-intensive task that is prone to errors and one that often can only be realized with the help of specialists, especially in the case of custom products or services. What 's more, in many cases the process is not transparent or clear.
Transparent
Sofon Guided Selling enables you to record all the information that is relevant for producing quotations. This knowledge can therefore be used by the sales team without the need to involve specialists each time a new quotation is required. Quotations are no longer hodgepodges of spreadsheets and word-processor files that hide where the information has been taken from. Sofon Guided Selling supports the sales team in drawing up the quotation by means of a question-and-answer process, after which the quotation document is generated automatically. As both the questions and answers are stored, it is always clear how a quotation was created.
Fast
The longer it takes you to issue a quotation, the more likely it is that your customer or prospect will have found another solution in the meantime. The longer the quotation takes to produce, the lower the margin you make on it. Although quotation times often cannot be calculated, they nevertheless account for a substantial portion of your costs. Sofon Guided Selling reduces the hours required and the cycle time needed for drawing up a quotation, increasing your chances of success and enabling you to make considerable savings in the area of sales costs.
Error-free
Because of the many different parties involved in a quotation, the often unscientific way in which a quotation comes about, the long cycle time and the frequently inadequate communication between the sales team and specialists, quotations are rarely error-free. A quotation that is too expensive is rarely accepted. A quotation with a price that has been calculated too low is accepted more frequently, but will possibly not yield a profit; it goes without saying that the supplier typically has to bear the cost of any errors contained in quotations. Sofon Guided Selling ensures that each quotation is drawn up in accordance with predefined rules, meaning that quotations are only issued with an appropriate, competitive price. This increases your chances of success and your margin and reduces the costs of failure.
Quotation Process
Sofon Guided Selling supports not only the generation of quotations, but also the quotation process. The appropriate individuals are informed automatically if they need to contribute to or approve the quotation. If several versions of the quotation have to be produced, these are stored centrally and can be consulted easily.