Onsight

GetApp Analysis

When it comes to sales, speed is everything. The rate at which salespeople can pull up products and generate orders when conversing with customers directly impacts their productivity and sales performance. This is one of the reasons why Onsight placed so much focus on speed and simplicity while developing its mobile sales app for distributors, wholesalers, manufacturers, and their outside sales teams.

Built for firms that sell physical products, Onsight aims to help its clients improve their sales processes by embracing new technologies and streamlining operations. Onsight gives users a way to generate quotes, access product catalogs, and send orders from their mobile devices. The mobile application is used by sales teams working offsite — either on the road or at trade shows and other industry events.

What is Onsight?

A mobile application designed to improve the way sales teams work, Onsight was developed with the goal of assisting distributors, wholesalers, manufacturers, and their outside sales teams in improving their sales processes. The application saves businesses costs by eliminating the need for paper catalogs and printed order forms. The mobile application also expedites the ordering process, which in turn boosts sales revenue.

Unlike many other catalog and ordering applications, Onsight is accessible on a wide range of devices. These devices include the iPad, iPad Mini, Windows tablets, Android tablets, and Android phones. Additionally, the subscription fee for Onsight is substantially less than the fees assessed by comparable solutions. As a result, Onsight is often viewed as a more cost effective solution for businesses.

Onsight Main Features

Generating Quotes and Orders

Onsight allows sales representatives to generate quotes and orders while they’re working outside the office. The custom quotes that sales representatives generate on their mobile devices can be sent to customers for approval, while orders are sent to the main office or distribution center for processing.

Pull out the Onsight mobile app to begin creating a new quote while standing alongside your customer. Once you’ve browsed the product catalog and added items to your quote, you can send the quote to the customer as a PDF. Full order histories are stored for all of your customers.

Customers can also get their own logins so that they can browse your catalog for themselves and self-order without your sales rep having to pay them a visit. Customer logins are restricted so that they only see the products that you want to sell them and the special pricing that applies to them.

Accessing Product Catalogs

Sales representatives who use Onsight can access up-to-date product catalogs on their tablets. These catalogs include high-resolution images, along with all the latest product pricing information.

Import the data for your catalog from Excel using Onsight’s importing feature. The data you import can be used to create an electronic catalog that’s as large as you need. When the details of a product change, just update the information in the admin console. Any edits you make will be immediately visible on all devices the next time they sync.

Conducting Merchandising Audits

Onsight includes a merchandising module that allows your representatives to conduct retail merchandising audits when they visit your retail customers. Onsight’s audit forms include a range of question types. They also provide representatives with a way to take photos. All of this data is geo-tagged.

Use Onsight’s merchandising module to create your own retail audit forms. You also have the option to use one of Onsight’s pre-made forms. Once your forms are complete, you can then allocate and track store visits, and manage both merchandisers and outside reps. All required actions are easy to access through Onsight’s main dashboard.

Works Offline

Although Onsight is an online mobile application, all of the features of the platform are still accessible for users who go offline. This means that reps can continue working even when they are in a location without network coverage. Onsight works offline by storing quotes and orders on a user’s mobile device, and sending those documents out the next time the representative is back online.

If you’re using Onsight while working at a trade show or other industry event, there’s a good chance you’ll want to take advantage of the application’s offline features. Using Onsight, you can present product catalogs to potential customers—as a way to showcase an entire product range—and capture orders, even without being connected to the Internet.

Onsight Integrations

Onsight has been designed to integrate with virtually any back-end ERP or accounting system. The solution boasts pre-built connectors between Onsight and several popular systems. These systems include Quickbooks, Xero and MYOB. The Onsight team can also build custom connectors for other systems. The company provides a full REST API, so that clients have the option to integrate their systems using their own technical teams.

Onsight Pricing

Onsight is free to use for a single user for one year. This free tier is provided to assist small businesses in getting started. Onsight also offers three additional pricing tiers: Standard, Premier and Enterprise. Each tier includes additional features over the previous ones.

Onsight charges a monthly subscription fee based on the number of users in a client’s account. For the Standard pricing tier that fee is $15 per user, per month, when payments are made annually. Clients also have the option to pay $19 per user on a month-to-month basis.

Onsight Bottom Line

• Outside sales reps can generate quotes and orders
• Ability to access update-to-date product catalogs on mobile devices
• Frequently used to present to customers at trade shows
• Merchandising module enables users to conduct retail merchandising audits
• Offline accessibility and functionality
• Works offline
• Available on all mobile platforms