Sales, customer accounts and market position in one place, with the system pointing out what needs attention
Sales information lived in the ERP, in spreadsheets, and in what the sales team remembered. Management could not see which region was weak or how much of a market was actually being reached, and a customer who had stopped ordering gas was often noticed months later.
Everything now sits together. Sales by product, region, sector and salesperson. Customers grouped by the work they do, from refrigeration and air conditioning to automotive and household. Balances, risk limits, open cheques and overdue payments next to the sales themselves. Visit plans, meeting notes, targets, and a forecast built on past years. Each salesperson sees their own customers, and management sees everything.
On top of this, AI watches the accounts and brings it forward. Customers with no order for months, falling volumes, accounts that have turned risky, and customers who have not been visited appear on their own, without anyone searching for them. Voice notes recorded after a visit are written up automatically. Nobody has to go looking for the problem.
Case studies
Stock is live, every past day is on record, and errors are caught as they happen
Filling plants in different cities reported their work through email and messaging groups. Once a week someone read every message, wrote the numbers down, and tried to match them with the ERP. By the time the numbers were ready, they were already a few days old, and a wrong number was usually found long after the gas had moved.
Purchase invoices and returns are read and posted into the ERP by an agent, with the accountant approving
A refrigerant supplier's purchase invoices are not simple documents. Gas, cylinders, freight and deposits sit on the same paper, VAT is not always one rate, imports arrive in dollars or euros, and returned cylinders come back as their own kind of invoice. All of it was typed into the ERP by hand, line by line.
Every incoming shipment is followed checkpoint by checkpoint, and the right people are told automatically
This refrigerant supplier brings its stock in as imports, and those imports were followed by asking. Someone called or wrote to someone else, waited for an answer, and passed it on. Anyone who needed the same information started by asking the same people again, and by the time it reached planning it was already old.