Step
1 - Set Up Their Systems
OffSite works in conjunction
with your OnSite system. You e-mail to new salespersons
existing customer, prospect, design and pricing information
which is imported into their OffSite system.
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Step
2 - Salespeople Use OffSite
Your salespeople in
the field use OffSite to:
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1.
Market to prospects. |
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2.
Prepare quotes for customers or prospects. |
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3.
Enter sales orders. |
View the OffSite
Desktop for examples of how these functions are
used on a day-to-day basis.
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Step
3 - E-mail Orders To The Main Office
A salesperson in the
field enters their sales order into their OffSite
system. This can be done on a laptop in the field
or a home computer. When ready, the salesperson e-mails
this sales order to someone @ the main office using
OffSite's built in tools and any e-mail package.
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Step
4- Main Office Processes Order
Customer service at your main office uses the EDP (External
Data Processor) function built into OnSite to convert
the e-mail into a sales order without having to re-key
in all of the information manually. Orders are processed
in a fraction of the time it would take to enter a new
order manually. |
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Step
5- Update Salespersons OffSite
Periodically (you decide
when) you will send update files to salespersons to
help keep them up on changes in data. The following
information can be updated:
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1.
Customer file updates keep salespeople aware of
customer information changes including terms,
contacts, phone numbers and addesses. |
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2.
Design file updates allow salespeople to know
how each job was produced...exactly. |
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3.
Pricing table updates allow you to change pricing
and distrubute changes to your sales force. |
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4.
Parts file updates allow you to give your salespersons
in the field the same part numbers for products
and services that you use at the main office. |
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