Distribution runs on orders that arrive every way except the one you want: PDFs, emails, phone calls and texts from the jobsite. We build AI into Prophet 21, NetSuite or whatever ERP you run, so purchase orders get keyed in minutes, quotes go back while the buyer is still working the bid, and inside sales spends the day selling instead of retyping.
Free video call. Nothing gets quoted unless it can return 300% in the first year.
Your best inside salespeople know the customers, the substitutes and the pricing. Too many of their hours go to keying emailed and PDF purchase orders line by line into the ERP, which slows every order and leaves no time for the calls that grow an account.
Contractors and buyers often need pricing for a bid with a deadline. When a quote takes a day because the rep is buried, the contractor goes with the supplier that answered. Open quotes that are never chased quietly turn into orders at a competitor's counter.
Is it in stock, when does it ship, did my order go out. These calls interrupt counter staff and inside sales constantly, even though every answer already lives in the ERP. Each interruption costs a little speed and accuracy on the order being worked.
Customer-specific pricing, contract pricing and vendor rebate programs get complicated fast. When an order goes in at the wrong price or a rebate claim never gets filed, margin disappears without anyone noticing, often until the year-end numbers come back lower than expected.
McKinsey reported that B2B customers interact with suppliers through ten or more channels, up from five in 2016, which is why orders reach distributors by every route at once.
McKinsey & Company, 2021This example uses round numbers, where 5 minutes saved on each of 300 orders is 1,500 minutes, and the free call uses your real order counts.
AI drafts a quote from the buyer's email, matching items and customer pricing in your ERP, and puts it in front of the rep for a quick check. Once it goes out, AI follows up before the bid deadline, suggests substitutes when an item is short and tells the rep which open quotes are about to close or slip.
When a new contractor or retailer asks about opening an account or carrying a product line, AI replies right away with what you stock, the credit application steps and the right territory rep. Outside reps get qualified introductions instead of a web form that sat in a shared inbox for two days.
A dashboard compares each account's buying this quarter against its own history, product line by product line. When a contractor who bought fittings every week goes quiet on that category, your rep sees it within days rather than at year end, and calls before the business has fully moved to another supplier.
AI reads emailed and PDF purchase orders, matches customer part numbers to your item master, applies contract pricing and drafts the sales order in your ERP. Inside sales reviews the exceptions instead of typing every line, and the buyer gets an order confirmation with ship dates in minutes rather than sometime that afternoon.
Most calls to a distributor are status questions: did it ship, what is the tracking number, when will the backorder land. AI answers from your ERP and shipping data, sends tracking automatically and escalates only the real problems, so counter and inside sales staff stay focused on the order in front of them.
Distributors carry thousands of SKUs, substitutes and spec sheets, and that knowledge usually lives in the heads of a few veterans. We build a searchable library from your catalogs, spec sheets and cross-references, so a newer rep can answer a technical question in seconds instead of waiting for the one person who knows.
Your ERP is the system of record, and nobody wants a second one. We build AI that reads and writes through the integrations your ERP supports, so orders, pricing and inventory stay exactly where they are and your team keeps working in the screens it already knows.
The aim is more revenue per rep, not a thinner team. When order entry and status calls stop eating the day, inside sales can work open quotes, call slipping accounts and cross-sell product lines, which is where a distributor's growth actually comes from.
Distribution owners think in margin points and order volume, and so do we. Before proposing anything, we count your purchase orders, quotes and calls, and we only recommend what can return 300% in the first year, at a fixed price and scope written down.
Most Carolina distributors ride their customers' calendars. Building and HVAC supply heat up in spring as construction and cooling season start, outdoor and agricultural lines peak in spring and early summer, and many wholesalers see a fourth-quarter push as buyers spend budgets and stock up ahead of January price increases. Order automation absorbs the busy months without overtime, Quote Follow-Up keeps bids moving during bid season, and dashboards point reps at the right accounts when the slower months arrive.
Orders and inventory usually sit in Epicor Prophet 21, NetSuite, Acumatica, Sage 100 or QuickBooks Enterprise, with Outlook or Gmail carrying most of the incoming purchase orders, and we build inside those.
Every system lives in your own accounts. We never host or store your customer data.
Order entry is usually the single biggest drain on inside sales, and slow quotes are the biggest revenue leak. Fixing both frees hours and wins orders, and since both read the same item master and customer pricing, they are planned together as one Operating Build.
Planned together, priced together, fixed in writing.
Twenty minutes. We trace how a lead and the work move through your business and show you where the money leaks. No slides. No pitch.
Yes, including PDFs, spreadsheets and plain emails with a list of items. It matches customer part numbers and descriptions to your item master, learns your common cross-references and flags anything uncertain for a person to confirm. Nothing posts to the ERP without the review step you choose.
Both are common in distribution and both support integrations. We use what your version and licenses allow to read items, pricing and order status and to draft orders. Where a direct connection is limited, we work through imports or alongside your ERP partner, and the data never leaves your systems.
AI applies the pricing your ERP already holds for each customer, so contract and matrix pricing come through exactly as they do today. It can also flag orders where a price looks off against that customer's history, which catches errors before an invoice goes out and the margin is gone.
Counter sales are fast and face to face, so AI stays in the background there. It helps counter staff look up stock, substitutes and spec details quickly, and it takes phone and email status questions off their plate so walk-in contractors get full attention at the counter.
That is exactly what a Knowledge Library is for. We gather catalogs, spec sheets, cross-reference lists and interviews with your veterans into a searchable tool your team can ask in plain language. The knowledge stays in the business when people retire or move on.
Builds start at $5,000, and each one has its price, scope and timeline fixed in writing. ERP-connected order entry costs more than a status assistant because of the integration work involved. The price guide has the ranges, and the free call sizes the build against your actual order volume.
