| Proposal Generator - The Sofon Approach |
| Invention Development Advice - Marketing | |||
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Proposal Generator or Proposal Organizer of Sofon 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.
Proposal Generator or Proposal Organizer of Sofon 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 Suggestion Organizer looks after wants research, product configuration, 3-D product visualisation ( when applicable ), calculation of sales costs and margins, calculation of cost, generation of complete multi-level bills of material and routings and the production of all topical documents including offers, contracts and any internally needed 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. Integration with MS Word Integrated with MS Word, complete and error-free quotations and contracts are generated, including accompanying letters, table of contents, service or product paperwork, illustrations, investment overviews, ROI analyses, financing agreements, and general terms & conditions. Sales folk no longer deal with copies of outdated documents and no more time is lost in correcting lay-outs or performing dangerous 'find and replace' actions. Connected product positions A single quotation isn't restricted to only one product or one product configuration. It can consist of many various products ( for massive roles or projects ) and many individual product configuration positions so the buyer or prospect can simply compare and research the impact of adding or removing complete products or product express features or add-ons. These product positions are always connected so the full quotation becomes a total and single document. Connected product positions A single quotation is not limited to only one product or one product configuration. It can consist of many different products (for large jobs or projects) and many individual product configuration positions so that the customer or prospect can easily compare and analyze the impact of adding or deleting entire products or product specific features or add-ons. These product positions are always connected so that the whole quotation becomes a complete and single document. Document generation Sofon Suggestion Organizer not only supports the production of quotations and orders, but also manages any other sales document such as formal suggestions, complete contracts, client-specific manuals, governmental compliance forms and any other mandatory documents. All documents are saved in a database. Changes can only be made to documents that haven't yet been authorized and submitted. Authorisation Based on company rules and staff roles, a proposalis automatically routed to the right folk or departments for input, review or approval, relying for instance on the product configuration, price level or discount offered. This workflow makes sure that documents are handled by all topical staff and the system generated document isn't submitted without the right internal permissions. Combined with this workflow, replication of quotations (or any document) takes place between field sales and the sales office. Quotations that need to be completed, reviewed or approved by the sales office are automatically sent to the right office staff. Accordingly, quotations generated or approved by the sales office are automatically sent to the right field sales staff. Integration with CRM and ERP Sofon Proposal Organizer can be accessed from CRM or within an ERP process (such as the order to cash process) thus utilizing all relevant data and avoiding duplicate work. It can also serve as a stand alone application until an order is completed and ready to be processed within the ERP system. At that moment all relevant order details are automatically completed in the ERP system. Filters Sofon Proposal Organizer provides quotation management tools by generating reports and follow-ups on screen or on paper. Users can manage data via easy to use filters so that only relevant quotes or other data are shown. More information: Want to find out more about Business Proposal Writing, then visit Gideon Sofon's site on how to choose the best Proposal Generator for your needs.
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