AI for sales · Manufacturing: emily for manufacturing
From factory to reseller — sales, margins and pipeline visible without manual reports.
Norte Textiles
Braga · last order 12 Sep
Cotton yarn · case
TX-240 · last price
€3,680.00
200 × €18.40
- Subtotal
- €3,680.00
- VAT 23%
- €846.40
- Total
- €4,526.40
Nothing is finalised — the back office reviews every draft.
In the field
Built for industrial sales and reseller networks
Many manufacturing SMEs sell through distribution networks, export projects and key accounts that need regular visits. emily gives every sales manager the same context leadership sees in the ERP — revenue by customer, margin variances and open opportunities — before each meeting.
In manufacturing, relationships with distributors and industrial customers move market share. emily captures every factory or stand visit, updates the CRM on approval and keeps the team organised between trade fairs and account reviews — with no lag in recording.
The challenge
The pressure on sales teams
- Under-visited resellers lose ground to faster competitors
- Prices and terms negotiated in the field are slow to reach the ERP
- Sales leadership without a timely view of the pipeline
- Notes from visits to customer factories that never reach the CRM
| Rep | Net sales | Against target |
|---|---|---|
| Rui Lopes | €62,400 | 125% |
| Marta Pinto | €58,900 | 118% |
| Nuno Faria | €51,300 | 103% |
| Joana Reis | €44,700 | 89% |
| Diogo Matos | €38,200 | 76% |
| Sara Leal | €28,500 | 57% |
Total €284,000
3 below target · 9 selling days left
The solution
How emily helps
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
One commercial view
Revenue, margin and overdue accounts by customer — ask by voice before the account review.
Structured visit records
Agreements with resellers and integrators captured on the spot, with an approval queue before the ERP is touched.
Month-end preparation
A commercial summary ready for the management meeting — fewer hours consolidating numbers from several areas.
Commercial visibility for leadership
Every meeting, competitive insight and pipeline update is recorded in real time. Managers get a clear view by territory and customer — to coach teams and grow consistently at home and in export markets.
A day in the field
- 01
A furniture sales director visits retail chains in the north: briefings with volume year to date and a comparison against last year at each point of sale.
- 02
An export manager prepares for a trade fair in Hannover: emily consolidates the history of Iberian and European distributors before each stand meeting.
Integrations
Cegid PHC and Ahora ERP — the language finance and production already share.
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.
- Voice visit reportsThirty seconds of talking in the car — and the visit report sits on the right customer, with the follow-up.
- 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.