Consumer goods
emily for consumer goods
From the hypermarket to the corner café — sales routes with current data and less paper in the boot.
Consumer goods brands compete for facing, promotions and out-of-stocks. Reps visit the national grocery chains and hundreds of traditional customers per route. emily gets ahead of each stop with period sales, active promotions and open issues — and records the outcome of the visit before the next store.
The challenge
The pace of modern and traditional trade
- Routes with 15–20 customers a day — no time for the CRM at the end of the afternoon
- Promotions and terms that change by campaign and by chain
- Out-of-stocks and returns poorly communicated to the back-office team
- Numeric and weighted distribution KPIs leadership wants in real time
The solution
How emily helps
A briefing per point of sale
Sales, active promotions and the last visit — before you walk into the store or the distributor's warehouse.
Quick post-visit capture
Voice or text to record facing, stock, agreements and competitor activity; the ERP updates on approval.
The day's priorities
emily reads across calendar and CRM to propose the three most urgent accounts each morning.
Results in pilot
The team's time goes back into selling
What the first teams using emily report in their opening weeks.
less time updating the ERP after each visit
(estimate)
areas connected — sales, owners, finance and admin
more time spent generating sales
(estimate)
Estimates based on pilot teams; results vary by sector.
In the field
A day in the field
A food brand rep covers a metropolitan area: each customer opens with what they sold this quarter and closes with a note recorded in the lift.
A key account manager prepares a meeting with a retail chain: negotiation history and campaign targets consolidated into one briefing.
Connected to the ERP and the sales data that feeds the brand's month-end close.
Why teams roll out emily
A conversation on top of the ERP — shaped around each person's role on the team.
Sales
Arrive at every customer with context and leave with the follow-up done
- A pre-visit briefing with history, open deals and the last interaction
- Notes and follow-ups by voice in the car — no opening the ERP at night
Built for routes and modern trade
Fifteen to twenty customers a day demands speed. emily prepares each stop with sales history and promotions, records facing and stock by voice in the aisle and keeps the route on time — with no CRM catch-up at the end of the afternoon.
How it works
Execution data for the brand
Out-of-stocks, returns and campaign agreements reach the back-office team the same day. Sales leadership follows numeric and weighted distribution by chain on data that already flows from the field.
Book a demoDemo
See emily in action
Works with the ERP, email and calendar you already use
emily connects to SAP, Microsoft Dynamics 365, Outlook and Google Calendar, and integrates with the ERP you already run — custom fields and objects included — so everything stays in step and the team can concentrate on selling. Connected to the calendar, it knows where you need to be next: proactive, integrated and built for people who live in the field.
The systems you already run
Cegid PHCERP- Ahora ERPERP
SAPERPIn development
Microsoft Dynamics 365ERPIn development
Google CalendarCalendar
OutlookCalendar
Your team, wherever they are
- WhatsApp calls
- WhatsApp messages
- Phone calls
- Browser voice
- Web chat
“emily lets us integrate deeply with our ERP — even with our custom configuration.”
Frequently asked questions
Yes. emily connects to the ERP and calendar you already use — Dynamics 365 among them — and shapes briefings, notes and follow-ups around the rhythm of your field.