Guided Selling

Guided selling simplifies and automates the maintenance and deployment of all knowledge that is required to analyze customer needs, define the solution, and generate a proposal to fulfill those needs.

Sofon Guided Selling

Guided selling simplifies, accelerates and improves the sales process of customer specific products or services. It helps sales employees to easily and quickly translate customer needs and requirements into professional quotations and orders. It helps potential buyers of products or services to choose the product best fulfilling their needs and to guide the buyer to a buying decision. With Sofon Guided Selling software you can achieve this.

Guided selling simplifies and automates the maintenance and deployment of all knowledge that is required to analyze customer needs, define the solution, and generate a proposal to fulfill those needs. A functional definition of the solution is provided to the customer, complete with commercial aspects of the proposal, such as prices, texts, illustrations, and lay-outs. In addition, the commercial department receives the internal commercial information such as margins and risks. Finally, the technical specification of the solution (such as bills of materials and routings) is generated for manufacturing and distribution.

Guided selling is put in practice with an information system that supports the central management and maintenance of knowledge; furthermore, the system supports the use of this knowledge by customers, dealers and sales representatives. Such knowledge is stored in models; these models are interacted with by means of questionnaires. The knowledge stored is related to functional, commercial and technical aspects of the customer needs and the possible solutions. The proposal-specific functions of guided selling are recommender systems, product configuration, technical calculations, commercial calculations, visualization, conditions and document generation.

Sofon Guided Selling is a comprehensive standard software solution for sales representatives, sales office employees, sales management, dealers and customers. Sofon Guided Selling supports all sales related activities including customer relationship management, needs analysis, configuration, calculation and pricing, quotation generation and management, contract generation and management and customer case file management.

Sofon products that make Guided Selling easier

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.

Sofon QIS
Error-free quotations and orders
Sofon Sales Configurator

A powerful and fast configurator engine that can be used for the most complex configurations and calculations of any product or service.

Contact Sofon (GER)

Sofon Deutschland GmbH
Centroallee 261
46047 Oberhausen
Germany

  • +49 (0)208 309 98 55 0

  • +49 (0)208 309 98 55 2

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Contact Sofon (NL)

Sofon B.V.
Science Park Eindhoven 5214
5692 EG Son
The Netherlands

  • +31 (0) 40 26 77 199

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