Frequently Asked Questions

What is OffSite?
 


OffSite is a stand-alone database system that your external sales force can use to:

  • Proactively market to prospects using the built in contact manager and activity calendar.

  • Generate quotes utilizing pricing that you develop. Quotes are deliverd to customers via email or fax.

  • Enter sales orders that are then emailed to your main office for processing.

How can it benefit my company?
 


There are 3 main benefits to your external sales force using OffSite:

  • Your salespeople are armed with a "mini-version" of your OnSite system that allows them to manage their work each day. Information can be transferred (pricing tables, vendor parts lists, marketing prospects) from your main OnSite system to your salespeople in the field using OffSite.

  • No more double data entry for sales orders! Salespeople in the field enter sales orders into their OffSite systems and email them to the main office where they are copied, pasted, and converted to sales orders in your OnSite system. This will save your order entry personnel at the main office hours of tedious order entry each day.

  • Your customers get consistent presentation and pricing from your company, whether they are working with an in-house customer service person or your main office.

 


Is OffSite cost-effective?
 


OffSite makes your salesperson in the field more effective, and reduces the amount of time to enter sales orders. A single user version of OffSite is $699. If that salesperson uses OffSite for 2 years your cost is around $1.50 per day.

Lets look at it another way. Say you can save 10 minutes per sales order in processing at your main office. With OffSite, orders are copied and pasted into your main system instead of re-entered by hand when sent in by the salesperson. If the average salesperson is sending in 200 orders per year, that is over 33 hours of saved time in order entry alone. This can add up to $400-500 in savings per year. The more orders the salesperson sends in, the more your savings add up.


How is the information transferred to my sales persons?
 


OffSite users do not have "real-time" access to your OnSite system. Periodically (you decide when), you can send them update information for their customers, designs, pricing and other information.

When they get a sales order it is entered into their OffSite system and emailed to the main office where it is "cut and pasted" into OnSite.


Are there any limitations to OffSite?
 


OffSite is designed specifically for the salesperson working on the road or from home. The functions in OnSite are limited to sales functions (prospect management, quotes and order entry). If you need to do accounting or other functions from a remote location, or need a user to have real-time access, you will need a direct connection to your OnSite system.


Do I have to own ShopWorks OnSite to use OffSite?
 


Yes. Only licensed companies using OnSite can purchase OffSite licenses for their sales force. The two programs work hand-in-hand to provide a total solution for managing your distibuted sales force.