In the last two years, ChatGPT and many other existing tools added AI-powered capabilities that enhanced user experience, and showed how wide the field of possibilities is with this technology. Of course, CRM and ERP platforms have been part of the AI revolution by including features that make it easier and more efficient for users. AI ERP agents are more than just “a feature.” They are quickly becoming catalysts for change within organizations.
You may be asking yourself: what is the difference between an AI agent and a chatbot? Is this just a term born in the hype of AI? We get it. The changes have come so quickly that even for tech companies it is challenging to keep up with everything! But Commercient’s team isn’t just tech savvy, we know our stuff and have been working hard developing features, now available for our current Commercient AI SYNC clients, and working on other updates that will be available soon.
AI agents take data management and automation to a whole new level: they “interact” with your team in a more personalized way to pull data from the ERP and answer questions that will lead to solving issues and enhance customer experience. Putting it in layman’s terms:
Automation: If the team member/customer does this, that will happen.
AI agent: Team member or customer asks a question, AI agent replies. It’s not limited to one question or one action, it interacts with the person as much as needed, and as its capabilities allow.
The real power in the use of AI-powered systems and automations isn’t just in the platform itself: it’s in the data and how efficiently and proactively it’s being used. And Commercient, through AI ERP agents, is empowering businesses of different industries to optimize workflows, increase accuracy without the errors of manual data entry, and agility to adjust to the company’s growth.
So, let’s dive deeper into some of the top use cases of AI agents, and how Commercient SYNC helps your business take advantage of this opportunity.
Accurate Inventory & Order Management
For manufacturing and retail companies, accurate and up-to-date inventory and orders is crucial to ensure smooth operations and customer satisfaction. This is especially true for businesses with multiple locations or when products are manufactured and sold in different locations. How can you make sure your teams have updated information at their disposal to solve issues and answer customer questions?
A data integration platform such as Commercient SYNC, with its AI agents, empowers deal tracking and workflow automation. Sales reps can access the data and provide customers with updates on their orders, which helps in maintaining customer trust and reduces order and inventory-related inquiries.
Example of ERP tables SYNC provides so AI agents can pull information upon request:
- Inventory
- Shipping Details
- Order Processing
- Delivery Details
- Order History
- Backorder Management
Since SYNC synchronizes stock levels across systems, AI agents can monitor inventory changes and provide accurate answers whenever your team needs to double-check or confirm the data about products, orders, and more.
For example, a manufacturing company can use AI agents to obtain information about raw material tracking for production planning.
Read manufacturing customers’ success stories.
A retail or eCommerce company sales or customer service rep can obtain stock updates across multiple store locations, so if one of them needs to check the availability of size, color variant, or a replacement, an AI ERP agent can deliver that information in seconds.
Retail customer success stories.
eCommerce customer success stories.
Empowering Sales Teams with Up-To-Date Pricing and Quoting
The work of salespeople is one of the most strategic roles within a company, and yet, many sales reps are trapped doing manual and time-consuming tasks that often lead to errors and more problems to solve. If you want to achieve sales quotas every month, quarter, and year, they should be selling, right?!
For years, Commercient has had salespeople’s back by syncing ERP tables into your CRM, so sales reps can leverage CRM features to quickly access comprehensive customer profiles and product details, track sales pipeline progress, and forecast sales more accurately. And now, with AI ERP agents, Commercient’s support for sales has reached new heights.
Here are examples of ERP tables Commercient synchronizes so AI ERP agents can get the information when needed:
- Sales orders
- Accounts
- Customer data
- Sales Invoices
- Product Master
- Pricing
So, with Commercient AI SYNC and the ERP agents, your sales reps have access to updated data; this way, they can provide accurate quotes in less time, significantly reducing delays and ensuring more deals are closed.
Effective Service Deliverability Tracking
If you manage a company offering services (construction, installations, etc.) you know how challenging it can be to ensure the services are delivered according to contract’s terms. Many things can happen between the contract signing date and the completion of a project. Commercient knows this well, so the SYNC data integration platform has been helping them for years to connect the ERP with the CRM, so everyone’s on the same page and services are provided as agreed.
Now, with AI agents, Commercient takes this to a new level. For example, if you own a cable company and want to know which installation services were performed this week and by whom, you can just ask the agent and have the response in seconds without having to dig through different systems or call several people to confirm this information.
This also helps companies keep track of budget without having to wait for the end of a project. A Commercient customer says:
While Commercient SYNC has helped to increase productivity, it also helps to keep an eye on budget. “Rather than get to the end of the project and go, ‘Oh my God, what went wrong?’, we can actually see how it’s going day-by-day, and we can change things, before we get too bad.”
-True Staging customer success story
See more service companies’ success stories.
Why Choose Commercient for AI ERP Solutions
If you’re convinced and want to explore why choose Commercient to be your AI implementation ally, here are some good reasons:
- Seamless Integration: Easily integrates with your existing ERP and CRM systems for instant impact.
- Enhanced Productivity: Automates repetitive tasks and provides real-time insights, saving time and resources.
- AI-Powered Decisions: Leverages AI to help make smarter, data-driven business decisions.
- Cost-Efficiency: Reduces operational costs by streamlining manual processes.
- Easy to Use: No need for complex setup—AI Agents are user-friendly and require minimal training.
AI ERP agents are here to stay and shook the ground on how operations, accounting, sales and customer service areas work. If you’re ready to leverage the transformative power of AI in business and achieve bigger results, let’s talk!
