Improve Efficiency Through AI Order Entry Automation in Epicor ERP.
A Prioritization Guide for High-ROI AI Use Cases.
Blog
Our latest thoughts on all things CRM and ERP
Understanding AI in Epicor: Epicor Prism and the Rise of Agentic Automation.
How Artificial Intelligence Is Reshaping ERP Systems from Data Visibility to Operational Execution.
Your Sales Team is Hitting Every Target - So Why is Revenue Down?
Relying on single KPIs can sabotage your sales success. Discover why CRM dashboards with balanced scorecards are essential for driving real results, not just activity.
The Great Outdoors: Why the Most Productive Manufacturing Sales Happen Outside the Office
The most productive selling in manufacturing doesn't happen behind a desk. It happens in the field - on factory floors, in engineering offices, over lunch with customers, and during plant tours where real problems and opportunities reveal themselves. Your top sales reps already know this. Face-to-face meetings drive manufacturing sales in ways that Zoom calls and email exchanges simply cannot match. A single visit to a customer's factory yields more actionable information than ten virtual meetings. Lunch with your customer's engineering team unlocks more opportunities than any email thread ever could.
Maximizing Trade Show ROI - or How to Waste a $250K Investment
Your company just invested $250,000 to exhibit at your industry's premier trade show. Flights, hotels, booth design, show support staff, swag, meals, the works. All your best customers walked by. All your best prospects stopped to talk. Three days of concentrated, high-stakes opportunity. Now your team is flying home with 512 badge scans and a tote bag full of business cards. What happens next will determine whether that quarter-million-dollar investment generates meaningful return or joins the long list of "seemed like a good idea at the time" marketing expenses.
The Quoting Speed Problem: Why Most Manufacturers Take Too Long to Quote Custom Products
You just left a great customer meeting. They need a quote on a make-to-order product. The opportunity is real, the timing is right, and they're evaluating multiple suppliers. How fast can you get them a quote? For most manufacturers, the honest answer is five days or longer. Not because their teams aren't working hard or don't care about winning the business. But because they don't have the right tools for the job.
From Order Takers to Account Growers: Why Account Managers Need Better Visibility
"How do I get my account managers to stop just taking orders and start maximizing account value?" Every manufacturing sales leader has either asked this question or heard it in strategy meetings. It's one of the most common frustrations in B2B manufacturing sales.
The Hidden Cost of Using Excel as Your Manufacturing CRM
Manufacturing sales leaders love using Excel for sales management. It's easy, convenient, and familiar. Your team has been using it for years. It even came with the computer. But what if that "free" tool is actually costing your organization nearly a million dollars annually in lost productivity, missed opportunities, and preventable account losses?
Are You Cutting Sheet Metal With a Kitchen Knife? 3 Signs Your CRM Doesn't Fit Manufacturing
Manufacturing sales leaders wouldn't ask their team to use a kitchen knife to cut sheet metal. The tool simply doesn't match the job. Yet many manufacturers are trying to manage complex, long-term customer relationships with software designed for completely different sales environments. Here are three signs you're using the wrong tool for manufacturing sales - issues we see daily while helping manufacturers improve their customer relationship management.