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TierCommerce

AI co-worker · On the roadmap

Every rep with the answers, and the next call, at hand

Sales Copilot gives your reps one place to ask about a customer’s orders, prices, stock, quotes and invoices, straight from your ERP. It builds orders and quotes from the conversation and tells each rep who is most worth calling today.

Book a demo See how it works

Reps spend their day looking things up, not selling

A rep on the road or the phone needs a customer’s price, stock and order history in seconds. When it lives in three screens and an inbox, calls run long and follow-ups slip.

  • Answers spread across systems

    Prices in the ERP, quotes in email and invoices in accounts mean a simple question takes several logins or a call back to the office.

  • Orders written up twice

    Reps note an order during the visit, then key it in that night, or send it to customer service to key in again.

  • The wrong customers get the calls

    Without a clear list, reps ring the accounts they know best while a lapsed customer or an open quote goes quiet.

How Sales Copilot works

  1. 1

    Ask in plain words

    “What did Bayside Medical order last quarter, and what’s their price on A4 paper?” Answers come from your ERP and TierCommerce, with the source shown.

  2. 2

    Every customer, one view

    Orders, open quotes, invoices, overdue balances and abandoned carts for each account, on the phone or the laptop.

  3. 3

    Orders and quotes from a conversation

    Tell it what the customer wants and it builds the order or quote at that customer’s price, ready for the rep to check and send.

  4. 4

    Who to call next

    Ranks accounts by buying signals: customers past their usual reorder date, open quotes they’ve viewed, carts they left and growing spend.

  5. 5

    Talking points for each call

    Before a visit, it sums up what the customer buys, what they’ve stopped buying and anything outstanding on their account.

  6. 6

    Inside each rep’s permissions

    Reps only see the accounts and data their role allows, and discounts still follow your approval rules.

What reps can ask

  • “What’s their price and stock on this product?”
  • “When did they last order toner, and how much?”
  • “Which quotes are still open for this account?”
  • “Who in my territory hasn’t ordered this month?”

What it works from

  • Customer prices, price lists and quantity breaks in your ERP
  • Stock on hand and next-shipment dates
  • Order, quote and invoice history
  • Storefront activity, such as abandoned carts and viewed quotes

How our AI stays safe

The same rules apply to every co-worker, whatever it does.

  • A person approves when it isn’t sure

    You set the confidence level. Anything below it waits for one of your team.

  • Every action is logged

    Each order, quote or message is recorded against the document it came from.

  • The same permissions as your staff

    Co-workers follow the same user roles and permissions as the people on your team.

  • Your data stays in Australia

    Customer and order data is hosted in Sydney, Australia.

  • You see what each one did

    A dashboard shows what each co-worker processed, how accurate it was and the time it saved.

Answers from the system you already run

Sales Copilot reads customers, prices, stock and orders, and writes orders and quotes, through the same native integrations as the rest of TierCommerce.

Sales Copilot questions

Does Sales Copilot replace our CRM?

No. It answers questions from your ERP and TierCommerce, and builds orders and quotes. Your CRM can stay where it is.

Can a rep place an order from a conversation?

Yes. Sales Copilot builds the order or quote at the customer’s price, and the rep checks it before it’s sent or posted to your ERP.

How does it decide who to call next?

It looks at buying signals: customers past their usual reorder date, quotes they’ve opened but not accepted, carts they left on your storefront, and changes in what they spend.

Can reps see accounts outside their territory?

Only if their role allows it. Sales Copilot follows the same user roles and permissions as the rest of TierCommerce.

Which plans include Sales Copilot?

Professional and Enterprise, with a monthly usage allowance.

Is Sales Copilot available now?

Sales Copilot is on our roadmap. Book a demo and we’ll show you where it’s up to and when it will be ready for your business.

Meet the other co-workers

See TierCommerce running on your own products.

Bring a price list and a recent purchase order. We’ll show you both working in 30 minutes.

Book a demo See the features