ERP and SugarAI CRM Implementation for Manufacturing
Your ERP Knows Things Your Sales Team Doesn’t
Manufacturers have order history, purchasing patterns, and account risk signals sitting in their ERP, invisible to the reps who need it most. Atlantic and SugarAI fix that.
28%
of the working week actually spent selling.
*Source: Salesforce State of Sales
79%
of sales orgs miss forecast by 10%+ when systems are disconnected.
*Source: SiriusDecisions
566%
pipeline increase achieved by Tetley Harris after implementing SugarAI.
The Problem
Every Sales Call Starts With Missing Information
Your rep walks into a customer meeting believing the account is healthy.
What they don't know:
-
Orders have declined for three consecutive quarters.
-
A key product is backordered.
-
Payments have slowed.
-
Inventory is running low.
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A renewal is approaching with no action plan.
That information already exists in your ERP. The problem is your sales team can't see it.
We help manufacturers connect ERP and CRM data so your sales team has the operational context they need to drive better conversations, stronger relationships, and more revenue.
How it Works
One Connected View. From Order to Action.
SugarAI and Atlantic pull what's in Acumatica and Sage directly into the workflow your sales team already uses.
Step 1
Connect Customer and Operational Data
Your ERP and CRM working together in a single workflow to accelerate pipeline to revenue. No duplicate entry, no system switching.
Step 2
See What’s Actually Happening in Your Accounts
Order velocity, purchasing gaps, credit status surfaced before a rep picks up the phone. Not from a report. Just there.
Step 3
Know What to Do Next
Next best actions based on full account, backlog, and order context not gut feel. AI that uses what's already in your ERP.
Step 4
Reps Spend More Time Selling
Less admin, less system switching, fewer pre-call data pulls. The hours go back to actual selling.
Resources
Not Ready for a Demo? Start Here.
Find the resource most relevant to where you are right now.
Blog
Why Your Reps Don’t Know What Your ERP Knows
For Sales, Ops, and Finance teams.
Customer Story
How Tetley Harris Increased Pipeline 1,100% With SugarCRM
From 12 deals a year to 80+ opportunities per rep.
Technical Brief
A Better Way to Connect Acumatica / Sage and Your CRM
For IT teams.
Don’t Take Our Word For It!
Sugar allowed us to not only increase the number of accounts we were keeping track of, but also to maximize the amount of opportunities we go through.
”
Trevor M.Regional Sales Manager, Tetley Harris