Skip to content

Glossary

ERP

Enterprise resource planning software: the system that records a company's invoices, stock, purchases, accounts and other core operations.

What it does

The ERP is where the business's transactions live: customer and supplier records, sales documents and invoices, stock movements, purchases, receivables and the accounts. In Portugal and Spain, common examples include Cegid PHC and Ahora ERP, alongside international systems like SAP and Microsoft Dynamics 365.

ERP vs CRM

The ERP records what happened — invoiced, paid, shipped. The CRM records the relationship and what might happen — contacts, visits, opportunities. Sales teams need both, and usually get neither on the road.

Why sales teams struggle with it

ERPs are built for the back office: precise, powerful and screen-heavy. For a rep between visits, finding a client's balance or last order means calling the office — so the richest data in the company goes mostly unused in the field.

Where emily fits

emily connects to your ERP and answers questions about it by voice or text, without anyone opening it. See Cegid PHC, Ahora ERP and asking your ERP.

Ready to get your team talking to the ERP?

Book a demo with your team, or leave your number and emily calls you now. No credit card for the initial evaluation.

Leave your number and emily phones you within minutes: a real conversation about your sales day.