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.
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 quotation can be transformed into a complete offer. And an offer can only be made if all the above aspects are clearly recorded in a document the customer can understand.
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.
A quotation can only be comprehensible if it is drawn up in the customer’s own language. Sofon 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.
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 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.
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.
As your customers are based in many different locations, your sales representatives and dealers are often on the move. Sofon allows you to carry out all activities online or offline with automatic synchronization ensuring each are up to date.