Industrial products
emily for industrial products
Technical sales, complex catalogues and long cycles — with less time lost between the warehouse and the ERP.
Industrial product reps cover industrial estates the length of the country, visit distributors and answer specifications that change mid-project. emily prepares every meeting with order history, margins and the last interaction — straight from the ERP — and turns the conversation into structured notes before they reach the office.
The challenge
What has held the field back
- Long catalogues and cross-references that are hard to check on a visit
- Meeting notes put off to the end of the week — and technical detail lost
- The ERP updated only when admin chases the data
- Distributor and integrator follow-ups with no clear priority
The solution
How emily helps
Technical briefing before the visit
Account history, open orders, margin and the last complaint — in plain language, without opening ten ERP screens.
Notes by voice on the way back
Record what you agreed with the industrial customer from the car; emily structures it and prepares the CRM update.
Follow-up with human approval
Emails and quotes proposed before they go out — essential when every product line carries contractual implications.
Results in pilot
The team's time goes back into selling
What the first teams using emily report in their opening weeks.
less time updating the ERP after each visit
(estimate)
areas connected — sales, owners, finance and admin
more time spent generating sales
(estimate)
Estimates based on pilot teams; results vary by sector.
In the field
A day in the field
A bearings rep visits three distributors in the same metro area: morning briefings with open balances and quarterly targets, afternoon notes consolidated before dinner with the customer.
A technical account manager prepares an annual review with an engineering firm in northern Portugal: emily pulls together volume, discounts applied and cross-sell opportunities not yet explored.
Connected to Dynamics 365 or the ERP you already run — the numbers finance and sales leadership already use.
Why teams roll out emily
A conversation on top of the ERP — shaped around each person's role on the team.
Sales
Arrive at every customer with context and leave with the follow-up done
- A pre-visit briefing with history, open deals and the last interaction
- Notes and follow-ups by voice in the car — no opening the ERP at night
Built for industrial selling in the field
In B2B distribution, every warehouse or factory visit counts. emily supports reps with technical briefings, specification capture and distributor follow-up — no paperwork at the end of the day. It catches every detail, keeps the ERP aligned and frees up time to close.
How it works
From the field to commercial decisions
For sales leadership, emily turns scattered visits into reliable visibility: pipeline, margins and last interaction by account, while it still matters. Managers follow the field without manual reports and coach teams on data that is already in the ERP.
Book a demoDemo
See emily in action
Works with the ERP, email and calendar you already use
emily connects to SAP, Microsoft Dynamics 365, Outlook and Google Calendar, and integrates with the ERP you already run — custom fields and objects included — so everything stays in step and the team can concentrate on selling. Connected to the calendar, it knows where you need to be next: proactive, integrated and built for people who live in the field.
The systems you already run
Cegid PHCERP- Ahora ERPERP
SAPERPIn development
Microsoft Dynamics 365ERPIn development
Google CalendarCalendar
OutlookCalendar
Your team, wherever they are
- WhatsApp calls
- WhatsApp messages
- Phone calls
- Browser voice
- Web chat
“emily lets us integrate deeply with our ERP — even with our custom configuration.”
Frequently asked questions
Yes. emily connects to the ERP and calendar you already use — Dynamics 365 among them — and shapes briefings, notes and follow-ups around the rhythm of your field.