AI for sales · Industrial products: emily for industrial products
Technical sales, complex catalogues and long cycles — with less time lost between the warehouse and the ERP.
1,860
Bags in stock · 3 warehouses
| Warehouse | Level · │ reorder point | Bags |
|---|---|---|
| AveiroReorder at 300 | Reorder point 300 bags | 1,120 |
| LisboaReorder at 250 | Reorder point 250 bags | 600 |
| PortoBelow reorder · ~6 days | Reorder point 300 bags | 140 |
Next delivery·400 bags to Porto·Thursday
In the field
Built for industrial selling in the field
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.
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.
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
- Aveiro Dist. is 14 days overdue€82K open · oldest invoice 22 Aug
- Cotton yarn TX-240 is below minimum stock38 cases left · min 120
The solution
How emily helps
01 / 03
Technical briefing before the visit
Account history, open orders, margin and the last complaint — in plain language, without opening ten ERP screens.
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.
A day in the field
- 01
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.
- 02
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.
Integrations
Connected to Cegid PHC or Ahora ERP — the numbers finance and sales leadership already use.
FAQ
Frequently asked questions.
Yes. emily connects to the ERP and calendar you already use — Cegid PHC and Ahora ERP among them — and shapes briefings, notes and follow-ups around the rhythm of your field.
Yes. By voice or text, emily structures what was said in a meeting or on a visit. Everything is ready for review before it is saved to the ERP or sent to the customer.
No: emily reads the ERP, read-only. What she updates is the CRM — contacts, deals, notes and tasks — from what your team says. Orders confirmed in Cegid PHC land as unsigned drafts for the back office to review.
Cegid PHC, Ahora ERP, Outlook and Google Calendar (SAP and Microsoft Dynamics 365 in development). Custom fields in the ERP are no obstacle — everything stays in step.
Pilot teams report around 75% less admin time after each visit — more time with customers, less time on screens.
Yes. Encryption in transit and at rest, access scoped per organisation, and meeting content is never used to train third-party models.
You might also like.
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- Ask your ERPSales, invoicing, debts and stock — asked out loud, answered in seconds.
- Pre-visit briefingsBalance, recent purchases, overdue items and the latest notes — one answer, two minutes before you walk in.
- For sales repsContext before every visit, and the follow-up done before you drive off.
- WhatsAppCalls, voice notes, messages and photos — on the channel your team already uses.
- Cegid PHCSales, margins, balances, stock and draft orders — by voice, straight from PHC.
Ready to get your team talking to the ERP?
Book a demo with your team, or leave your number and emily calls you now. No credit card for the initial evaluation.
Leave your number and emily phones you within minutes: a real conversation about your sales day.