Onsite Integrations

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

Power BI provides advanced data analysis, leveraging AI features to transform complex datasets into visual insights. It integrates data into a single source, OneLake, reducing duplication and streamlining analysis. The platform enhances decision-making by integrating insights into everyday tools like Microsoft 365 and is bolstered by Microsoft Fabric for data team empowerment. Power BI is scalable, handling extensive data without performance loss, and integrates well with Microsoft's ecosystem for coherent data management. Its AI tools are user-friendly and contribute to efficient and accurate insights, supported by strong data governance measures. The Copilot function in Power BI enables quick and efficient report creation. Power BI Pro licenses individuals for self-service analytics, while the free account offers data connection and visualization capabilities. The platform ensures ease of use and accessibility, backed by comprehensive training. It has shown a notable return on investment and economic benefits, as reported in a Forrester study. Gartner's Magic Quadrant recognizes Power BI for its ability to execute and completeness of vision.

Effortlessly create customer-facing reports, dashboards, and analytics within your applications by utilizing and personalizing Power BI as your own solution. Streamline developer efforts by automating the oversight, management, and deployment of analytics, while retaining complete control over Power BI's functionalities and intelligent analytics capabilities. Dive into the Power BI embedded analytics playground to gain practical experience with sample code or integrate your own reports seamlessly. Check out interactive showcases to discover how a Power BI Embedded setup can cater to your organization’s and customers’ requirements. By embedding fully interactive reports and dashboards into your applications, you can differentiate yourself from competitors without the substantial time and cost of developing and maintaining analytics in-house. With a wide array of visuals to select from and features ranging from basic reporting to sophisticated analytics, you have the power to define how you present analytics to your users, enhancing their experience significantly. This flexibility not only boosts user engagement but also facilitates data-driven decision-making within your organization.

ProofStuff simplifies the online proofing experience by streamlining the entire design approval workflow. You can effortlessly create, distribute, and get approval for art proofs, invoices, and nearly any type of document through the web. With features like email reminders, automated alerts, and tracking of history, both you and your clients will find the approval process seamless and efficient. This solution enhances the speed of document approvals, leading to higher customer satisfaction by making the process user-friendly. Additionally, it prevents important documents such as art proofs from getting misplaced and minimizes the time spent on checking order statuses, as customers can easily access their status online, anytime they wish. Once you've completed a new design, you simply notify the customer via email, allowing them to review and approve the proof instantly online. By replacing the outdated method of requiring signed and faxed approvals, you significantly boost the speed of the entire approval process. Ultimately, this modern approach not only saves time but also fosters better communication between you and your clients.

PromoStores offers tailored eCommerce solutions for businesses engaged in screen printing, embroidery, promotional items, and decorated apparel, enabling them to sell finished products like embroidered shirts and custom apparel through their web stores. This platform is particularly advantageous for medium to large enterprises that utilize OnSite business management software, as it provides a comprehensive eCommerce experience that integrates effortlessly with OnSite, thus simplifying product setup and order management processes. Users appreciate how PromoStores enhances their operational efficiency while allowing them to create branded online stores. Moreover, the WordPress framework allows for easy customization, enabling users to design their promotional products website to reflect their unique branding or that of their clients, either by selecting from various templates or utilizing custom HTML modifications. Additionally, businesses have the flexibility to choose any domain name that fits their brand identity, further establishing their online presence. Overall, PromoStores empowers companies to effectively showcase and sell their promotional products while maintaining a cohesive brand image.

A digital solution for the generation and preservation of bills of lading tailored for the SAP Intelligent Warehouse system. This innovation enhances efficiency and accuracy in warehouse management processes.

ManageOrders is a self-service customer order management solution that enhances your OnSite business management software by offering a web portal for customers to easily oversee their orders. Customers will appreciate the convenience of ManageOrders, as it allows them to effortlessly review their orders, track shipments, and process payments at any time on any device, including desktops, laptops, tablets, and smartphones. This system not only benefits your customers but also helps you save valuable time and resources by enabling self-service, reducing the need for your sales or customer service teams to handle order inquiries. The platform can be fully customized to reflect your business's branding, including matching the aesthetics of your website, incorporating your logo, and using a personalized URL. With ManageOrders, you have complete control over the customer experience, determining what they can view and manage, from orders and payments to designs and shipping information. Designed to be mobile-responsive, ManageOrders delivers seamless functionality across various devices, ensuring that your customers have a smooth and efficient order management experience. In addition, the intuitive interface makes it simple for users of all tech-savviness levels to navigate the platform effortlessly.

SalesForceSpeed is an innovative sales platform designed to help businesses effectively capitalize on their website traffic right from the start. Utilizing advanced algorithms and comprehensive web analytics, it allows for thorough monitoring of visitor behavior and interactions as they happen. The software delivers real-time insights into both organic and paid traffic sources, along with accurate lead tracking. It also scores website visitors, monitors the pages they visit, and facilitates immediate communication, empowering sales teams to engage in productive dialogues through chat, video calls, phone conversations, and tailored marketing initiatives. By keeping tabs on both registered and unregistered visitors, SalesForceSpeed enables businesses to swiftly connect with potential customers who are most likely to convert. Ultimately, the focus shifts from merely increasing traffic to enhancing customer conversion rates, ensuring meaningful interactions with all visitors. This approach ensures that every website visit is maximized for sales opportunities.