Proposal Generator
Transparent sales processes, the prompt follow-up of quotations, good internal collaboration and clear forecasts – all this can be achieved if you have software available for organizing the sales and service process that is easy to implement and use.
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Sofon Guided Selling is not only geared towards speeding up and simplifying the quotation and order process, but also satisfies the need to clarify and gain control of the sales process. This means that Sofon Guided Selling offers a complete front-office solution for companies that deliver customer-specific products and services – for both the sales representative and sales management. Sofon applies the principle that software only pays back quickly if it is standard software that can be implemented simply by a business and with a minimum of IT support. It is important for the software to behave in such a way that it is primarily end users who are happy to use it, as it helps them to perform their daily tasks more effectively.
Reporting is only accurate and useable for Sales Management if it is based on the current situation. This is achieved automatically if end users – who provide the input – use the CRM (Customer Relationship Management) system daily to support them in their own work. Sofon software is therefore geared primarily towards the critical end user: marketing, the mobile sales representative, the sales office and the service department.
When selecting a CRM package, many people are unable to see the wood for the trees. The abundance of packages and the range of functionality offered makes it virtually impossible to make the correct choice. Sofon Guided Selling has been developed specifically for companies that deliver customer-specific products and services. Quotations and contracts play a key role in the sales process. Sofon Guided Selling combines sales process support and the drawing up of quotations or contracts in a single solution. This makes Sofon a solution that offers the right functionality and one that can be introduced and used as a standard package.
The strength of Sofon’s target group, the customer-driven sales organization, is the flexibility with which it deals with customer requirements. This places extra demands on the CRM system. In Sofon, complex customer interaction is organized in a unique way in models. As a result, customization becomes superfluous and the business itself can set up and maintain the system without having to involve the IT department.
What results does Sofon Guided Selling deliver for Customer Relationship Management?
- A system that will actually be used thanks to its simple implementation and the fact that it is geared towards your own particular business
- All customer data under control, integrated with Microsoft Outlook
- Marketing campaigns that are easy to organize and measure for the generation of leads and customer contact
- Well-qualified leads with the help of lead qualification models
- Optimal opportunity management with the help of opportunity management models
- Short lead time for sales and error-free quotations as quotations, orders and contracts are generated directly from customer data
- Reliable and complete forecasts thanks to direct relationship between quotations produced and forecast data
- Insight into sold and installed products
- Improved service level as service requests are supported with the help of models for service qualification on the basis of delivered products and service agreements
- Lower overhead costs on account of higher level of independence of direct employees
- Greater chances of success thanks to quicker response to and better coordination with customer requirements