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What is SalesDiary?

A cutting-edge application has been developed for sales representatives in the field, enabling them to achieve targets set by Regional Sales Managers while simultaneously tracking their attendance and routes with an advanced tracking system. Retailers enjoy specially designed schemes and promotions that enhance their interaction with the app, fostering greater engagement. The application also aids in conducting market research and assessing in-store shelf conditions through photographs captured directly within the platform. With a wide array of retailers spread across different regions, distributors can fine-tune inventory distribution, manage stock efficiently, and handle primary sales order bookings without hassle. Additionally, the app simplifies the oversight of payment obligations and collections, making financial management more efficient. Regional Sales Managers and middle management can swiftly adapt strategies in response to actionable insights from the app, ensuring alignment with daily, weekly, or monthly objectives. Moreover, the application categorizes outlets by type and potential, utilizing a thorough survey questionnaire to provide a well-rounded tool for boosting sales performance. This multidimensional approach guarantees that all stakeholders have access to vital information for making well-informed decisions, ultimately driving success across the board. As a result, the application not only enhances operational efficiency but also strengthens the overall relationship between retailers and distributors.

What is Onsite 7?

Onsite 7 job management software is designed to handle all elements of your operations, extending from the job site to the office, and covering various functions such as sales, surveys, administrative responsibilities, installation processes, and ongoing support, which helps you gain better oversight while conserving precious time and resources for your company. The founders, who have extensive experience managing installation companies in both retail and commercial sectors, have leveraged their in-depth understanding of the entire supply chain, including aspects like sales, surveying, material sourcing, installation, and maintenance, to develop Onsite 7 into a powerful job management tool. With a solid foothold in the UK market, Onsite 7 has become a top choice for trade job management software, particularly among businesses in industries such as fenestration, electrical, plumbing, and retail/commercial, thanks to its all-inclusive 'out of the box features,' quick implementation, and intuitive user interface. Opting for Onsite 7 guarantees that our outstanding job management software will assist you throughout your workflow, enabling tradespeople to work with greater efficiency and effectiveness. Furthermore, the ability to customize the software to suit specific operational needs allows businesses to adapt and thrive in a competitive landscape. Discover the transformative impact that specialized job management can have on optimizing your processes and fostering the growth of your enterprise.

Media

Media

Integrations Supported

QuickBooks Online
Xero

Integrations Supported

QuickBooks Online
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SalesDiary

Date Founded

2013

Company Location

India

Company Website

www.salesdiary.in

Company Facts

Organization Name

Onsite 7

Company Location

Wales

Company Website

onsite7.co.uk

Categories and Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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