Onsite Integrations

Salesforce’s CRM offerings for small businesses come in two comprehensive suites: Starter Suite and Pro Suite, each crafted to fuel growth by connecting key business functions in one seamless platform. Starter Suite is ideal for small businesses beginning their CRM journey, combining marketing, sales, service, and commerce tools with easy setup and AI-driven guidance, supported by a free 30-day trial and 40% off pricing. Pro Suite elevates this experience with greater customization options, powerful automation, real-time chat, sales quoting and forecasting, and access to hundreds of additional apps via AppExchange, making it perfect for businesses with evolving and complex needs. Both suites include features such as campaign templates, smart segmentation, case management, and storefront builder, allowing businesses to build strong customer relationships and grow revenue across multiple channels. Pro Suite customers also benefit from enhanced pipeline visibility, streamlined payment processes, and comprehensive customer service automation to improve operational efficiency. Salesforce’s rich resource ecosystem — including Trailhead courses, live events, and an active community — supports businesses in maximizing their CRM investment. Customer testimonials emphasize the scalability and flexibility of these solutions, showing how Salesforce adapts to changing business demands. Whether launching or expanding, these CRM suites ensure companies have the tools they need to succeed and scale without switching platforms.

Power BI offers sophisticated data analysis capabilities, utilizing AI features to convert intricate datasets into informative visuals. By consolidating data into a unified source known as OneLake, it minimizes redundancy and facilitates smoother analysis workflows. This platform enhances decision-making processes by embedding insights into commonly used applications like Microsoft 365 and is further strengthened by Microsoft Fabric, which empowers data teams. Notably, Power BI is capable of scaling efficiently, managing large datasets without compromising performance, and integrates seamlessly within Microsoft's ecosystem for effective data governance. Its user-friendly AI tools foster the generation of precise insights and are complemented by robust governance protocols. The inclusion of the Copilot feature in Power BI allows users to create reports swiftly and efficiently. Individuals can access self-service analytics through Power BI Pro licenses, while the free version provides essential data connection and visualization functionalities. The platform is designed for user-friendliness and accessibility, supported by extensive training resources. Furthermore, a Forrester study highlights significant returns on investment and economic advantages associated with its use. Additionally, Power BI has received recognition in Gartner's Magic Quadrant for its execution prowess and comprehensive vision, affirming its position as a leader in the analytics market. Overall, its continuous evolution and integration with emerging technologies position Power BI as a vital tool for data-driven organizations.

Easily generate reports, dashboards, and analytics for customers within your applications by customizing Power BI to serve as your tailored solution. Simplify the development process by automating the management, oversight, and deployment of analytics, all while maintaining full control over the features and smart analytics that Power BI offers. Explore the Power BI embedded analytics environment to gain hands-on experience using sample code, or seamlessly incorporate your own reports into the mix. Take advantage of interactive demonstrations to learn how a Power BI Embedded configuration can meet the needs of your organization and its clients. By embedding dynamic reports and dashboards within your applications, you can stand out from the competition without incurring the high costs and lengthy timelines associated with in-house analytics development. With a broad selection of visuals and features that range from simple reporting to advanced analytics, you are empowered to determine how analytics are delivered to your users, significantly improving their overall experience. This adaptability not only enhances user interaction but also supports informed decision-making throughout your organization, ultimately driving better business outcomes. As you harness these capabilities, your teams will be better equipped to leverage insights that propel your organization forward.

ProofStuff revolutionizes the online proofing process by optimizing the entire workflow for design approvals. Effortlessly, users can generate, share, and secure approvals for various documents, including art proofs and invoices, all through a web interface. Features such as automated alerts, email reminders, and historical tracking ensure that both you and your clients experience a fluid and efficient approval journey. This solution accelerates the approval of documents, significantly enhancing customer satisfaction by offering a user-friendly interface. Furthermore, it safeguards crucial documents like art proofs from being lost and reduces the time spent inquiring about order statuses, as customers can conveniently check their status online at any time. Once a new design is finalized, the customer is promptly notified via email, enabling them to instantly review and approve the proof online. By eliminating the need for outdated signed and faxed approvals, you markedly increase the speed of the entire process. This contemporary method not only saves valuable time but also promotes improved communication and collaboration between you and your clients. Ultimately, adopting this innovative approach leads to a more streamlined workflow that benefits everyone involved.

PromoStores provides customized eCommerce solutions specifically designed for businesses involved in screen printing, embroidery, promotional merchandise, and decorated clothing, allowing them to market finished items such as embroidered shirts and personalized apparel through their online stores. This service is especially beneficial for medium to large companies that use OnSite business management software, as it delivers a holistic eCommerce experience that seamlessly integrates with OnSite, thereby streamlining the processes of product setup and order management. Users find that PromoStores significantly boosts their operational productivity while facilitating the creation of branded online storefronts. Furthermore, the WordPress platform supports easy customization, allowing users to shape their promotional products websites to mirror their own branding or that of their clients, whether by choosing from a range of templates or through custom HTML tweaks. Businesses also have the advantage of selecting any domain name that aligns with their brand, enhancing their online visibility. In addition, the platform offers robust support, ensuring users can navigate challenges effectively and optimize their eCommerce strategies. Ultimately, PromoStores empowers organizations to effectively display and market their promotional products while preserving a unified brand identity throughout their online presence.

Digital Generation and Storage Solution for Bills of Lading in SAP Intelligent Warehouse. This innovative approach streamlines the management of shipping documents within the warehouse environment.

ManageOrders is an innovative self-service solution for customer order management that enhances the functionality of your OnSite business management software by providing a web portal for customers to easily manage their orders. This convenience allows customers to effortlessly review their orders, track shipments, and process payments anytime and on any device, whether it’s a desktop, laptop, tablet, or smartphone. Not only does ManageOrders streamline the ordering process for customers, but it also conserves valuable time and resources for your business by facilitating self-service and minimizing reliance on your sales or customer service teams to address order inquiries. Furthermore, the platform offers extensive customization options, enabling you to align its appearance with your business branding by matching your website's design, incorporating your logo, and utilizing a personalized URL. With ManageOrders, you maintain complete control over the customer experience, deciding what aspects they can access and manage, including orders, payments, designs, and shipping details. The system is crafted to be mobile-responsive, ensuring smooth functionality across various devices, which guarantees an efficient order management experience for your customers. Additionally, its user-friendly interface is designed so that individuals with varying levels of technical expertise can navigate the platform with ease, enhancing overall customer satisfaction and engagement. Ultimately, ManageOrders positions your business to better meet customer needs while fostering a more streamlined operational workflow.

SalesForceSpeed is a cutting-edge sales platform designed to assist businesses in effectively leveraging their website traffic from the outset. By employing sophisticated algorithms combined with extensive web analytics, it offers a detailed analysis of visitor behaviors and interactions in real-time. The platform provides immediate insights into both organic and paid traffic sources, in addition to precise lead tracking capabilities. It evaluates website visitors, observes their browsing activities, and supports instant communication, enabling sales teams to engage in meaningful conversations via chat, video calls, phone interactions, and customized marketing strategies. By actively monitoring both registered and unregistered visitors, SalesForceSpeed allows businesses to quickly reach out to potential customers who exhibit the highest likelihood of conversion. This innovative approach shifts the emphasis from simply boosting traffic to significantly improving customer conversion rates, fostering substantial interactions with every visitor. In the end, this strategy ensures that each visit to the website is fully optimized to uncover valuable sales opportunities, ultimately driving business growth.