Manufacturing
emily for manufacturing
From factory to reseller — sales, margins and pipeline visible without manual reports.
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.
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
The solution
How emily helps
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.
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 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.
An export manager prepares for a trade fair in Hannover: emily consolidates the history of Iberian and European distributors before each stand meeting.
Dynamics 365 and the ERP you already run — the language finance and production already share.
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 sales and reseller networks
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.
How it works
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.
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.