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Syncing your distribution CRM and ERP for accurate revenue attribution and ROI reporting

Rick W 0 2
If you work as a sales leader in distribution, a deal is usually counted by finance when the invoice goes out or the payment is received. Yet, if you use a generic CRM system, the sales win is often recorded as soon as the rep gets off the call with the new order. The CRM shows the original deal value. The ERP holds the details of what actually happened.  For a distribution sales...

Role based access for reps, managers and finance partners in CRM for distributors

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Everyone working in distribution needs access to CRM for different purposes. A rep might manage customers across several branches and the regional manager is overseeing multiple states and reps. Finance partners often need visibility into major opportunities or want to check the terms of a sale but wouldn't edit transactions.

Guided selling and activity tracking for distributor sales teams

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One in five distributors say their most pressing sales problem is reps not knowing which accounts to prioritize, according to Phocas' State of Sales in Distribution report. Guided selling takes over the digging, telling each rep who to call, why and what to say. Working out where to focus means checking who's stopped ordering, which product lines have slipped and where there's room to...

How can organizations close the AI decision gap?

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Organizations that report successful AI initiatives invest up to 4 times more (as a percentage of revenue) in foundational areas, such as data quality, governance, AI-ready people, and change management, compared with those that experience poor AI outcomes, according to Gartner. These organizations recognize that an accurate model, useful prediction [...] The post How can organizations...

Designing a Technical Workforce That Adapts at the Speed of AI - with Carrol Chang of Andela

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A job title no longer tells you what a technical role actually requires, now that AI has changed how the work gets done. In this episode, Carrol Chang, CEO of Andela, unpacks how AI is reshaping technical roles, and why hiring and assessment need to shift from job titles to skills.   The conversation covers how leaders can assess for judgment and problem-solving rather than just...

Fabric Data Warehouse integration with Fabric User Data Functions (Preview)

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Microsoft Fabric Data Warehouse now integrates with Fabric User Data Functions in preview, so you can extend T-SQL with custom Python logic without building separate applications or pipelines. Use the integration to send email or Teams messages, retrieve parameters and secrets from Fabric variable libraries or Azure Key Vault, and access data across OneLake. These capabilities are now...

E569 How AI Is Simplifying Financial Planning for Couples with Neptune’s Sol Lee

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Today's guest is Sol Lee, Co-Founder and CEO at Neptune. Founded in 2024, Neptune helps couples navigate prenuptial agreements and plan their shared financial future. Its online platform combines guided conversations, clear next steps and access to vetted independent lawyers with transparent pricing. Founded by people who experienced the challenges of arranging a prenup themselves, Neptune...

AI researchers stranded Claude on a virtual desert island. It started to “play.”

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What do AI agents do if you don’t tell them to do anything? The answer looks a lot like play. Researchers repeatedly stranded them alone on a virtual desert island for 30 hours in an experiment reminiscent of the movies Cast Away or Home Alone. The agents—copies of Claude Opus 4.7 nicknamed Eko—were able to…