For many manufacturing and distribution organisations, critical commercial data remains trapped in silos. ERP systems track what happened through transactional records, while traditional CRMs track customer interactions, but the connection between the two is often missing.

This fragmentation leads to missed opportunities, margin leakage and reactive selling. In this live demonstration, attendees will see how SugarAI restores CRM to its original purpose: helping sellers sell.

Vineet Mangal will showcase how connected ERP and CRM intelligence creates a system of guidance, transforming hard data and relationship signals into prioritised actions, actionable insights and more confident commercial decisions.

3 Key Learnings:

• How to connect ERP transactions and CRM relationship data to create a complete view of customers, opportunities and commercial performance.
• How to identify growth opportunities, revenue risks and whitespace opportunities earlier using connected customer and operational intelligence.
• How a system of guidance helps sales teams prioritise actions and improve forecasting confidence, moving beyond reports and dashboards to actionable recommendations.