Every rep sees the whole account. Every spec gets read.
Capveon connects your CRM, your ERP, the quote log and every spec PDF, and does the work between them: reading every spec, prioritising accounts, following up, and keeping the CRM current. Nothing is replaced.
Intake towers, Hoover Dam, Nevada. CC0, Katie Montgomery.
Your sales data is in five systems and your specs are in a PDF.
Orders are in Epicor. Quotes are in a spreadsheet. Distributor sell-through arrives monthly as a PDF. Specs come from Dodge. Salesforce holds what the rep remembered to type. Nobody sees that an account's orders are down thirty percent while a competitor was just written into its biggest project.
And every spec is searched for your product name, which misses the sections that describe what you make without naming it, and the addendum that removed the or-equal.
One account, from five systems.
One account, every system's piece of it, each figure linked to where it came from.
Account: county water utility
One record, assembled from five systems.
- ERP
- $2.1M trailing twelve months, down 31 percent
- Quotes
- Four open, $640k, one overdue for follow-up by 19 days
- Specs
- Named on two of four current projects, competitor on one, or-equal open
- Distributor
- Stocking order missed last quarter
- CRM
- Last activity six weeks ago; engineer of record on two other open opportunities
At risk. Routed to the territory rep and regional manager with a drafted account plan.
Every spec read the way your best rep would. All of them.
Every spec book and addendum that reaches you, read as sections and clauses against your catalog and competitor list. A section that describes your product without naming it is found. A clause that locks you out is explained.
- Named, competitor named, or nobody named yet
- Lock-outs explained, addenda compared to the prior version
- Routed to the rep with a drafted note
Every rep sees the whole account.
Orders, open quotes, specs, projects and distributor activity for each account in one view. Which quotes will close and which accounts are slipping, predicted from your own history, at the top of each rep's queue.
- One account view across CRM, ERP, quotes and distributors
- Quote close probability and account risk, with evidence
- Prioritised follow-ups with drafted notes
The CRM kept current without anyone retyping.
An order ships and the opportunity closes. A quote goes out and the CRM knows. Distributor spreadsheets land on the right accounts and products. Every write waits for a person to approve it.
- Read-only first. Writes wait for approval.
- Spreadsheets and PDFs read like any other source
- Audit trail per field
Forecasts from your own data.
Quote close rates, account risk, spec share by territory and revenue by quarter, predicted from what actually happened at your company. The monthly report comes from the systems instead of a spreadsheet.
- Revenue and quote forecast by territory
- Accounts and spec positions at risk, ranked
- Reports assembled from the systems
Next to what you already run
Nothing is replaced. Your lead service delivers projects and specs. Your CRM and ERP hold what was typed. Capveon reads all of it and does the work in between.
| Question | Lead services | CRM and ERP | Capveon |
|---|---|---|---|
| What it knows | That a project exists, and its spec | What your team entered, in that system | Every system's piece of every account and project, resolved to one record |
| Reading the spec | Delivered as a document | Not covered | Every section classified against your catalog and competitors |
| Prioritising reps' time | Not covered | Rep judgement | Predicted from your own close and churn history |
| Data entry between systems | Not covered | Your people | Proposed by Capveon, approved by a person |
| Forecasting | Not covered | The pipeline, weighted by the rep | Predicted from your own outcomes |
Questions manufacturers ask
- Where do the specs and projects come from?
- Wherever they reach you today: your lead service, plan rooms, distributors, engineers, email. Capveon reads what you already receive and does not replace the services that deliver it.
- How do you find our products in a spec that does not name us?
- By reading the performance criteria against your catalog: materials, ratings, standards, test methods. Each match shows which criteria matched and which did not, so a rep can judge the fit in seconds.
- Does it replace our CRM or ERP?
- No. Capveon reads them, reconciles them, and writes to them only after a person approves. Reps keep working where they already work.
- How do distributors and rep firms fit in?
- Their reports are read as sources, spreadsheets included. Territory routing can follow your rep-firm map, and distributors can be given their own view of the accounts and projects in their territory.
- How long does it take to get running?
- The first version is usually built with your team in a one to two hour working session: we connect read-only to the systems involved, load your catalog and competitor list, and build the first workflow.
The first workflow takes an afternoon, not a quarter.
Tell us the systems you run and the process that wastes the most time. We connect to them read-only and build the first version with your team in an hour or two, without replacing anything.