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Turn CRM and ERP Data into Customer Action with SugarAI

Monday, November 16, 2026
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Find the Revenue Hiding Between Your CRM and ERP:

From 360° to 3.6° of Customer Action
Monday, November 16th | 11:00 AM ET


Somewhere in your ERP, a customer just ordered less than usual. Another stopped buying a product line. A third is due for a reorder nobody has flagged. The signals exist, but they’re scattered across CRM, ERP and spreadsheets, and your teams spend their time piecing the story together instead of acting on it.

Manufacturers, wholesalers and distributors don’t lack data. They lack direction.

In this 45-minute private webinar, SugarAI shows how connected CRM and ERP data, guided by AI, moves you from:

  • 360°: See the full relationship. Orders, products, pricing, purchase history and interactions in one account view.
  • 36°: Focus on what matters. Buying signals, shifting behavior and the accounts that need attention now.
  • 3.6°: Know what to do next. Clear recommendations on which accounts to prioritize and what action to take, not another dashboard.

What it means across your team:

  • Sales gets prioritized accounts and next steps.
  • Finance sees revenue leakage and margin risk sooner.
  • Operations gets earlier demand and reorder signals.
  • IT connects the systems you already run, with no rip-and-replace.
  • Marketing targets the right accounts at the right moment.

Every attendee also receives a quick self-assessment to spot revenue leaks in their own accounts, plus the option of a one-on-one working session with the SugarAI team.

Secure your spot now.

Speakers
Heather Martin SVP Sales, North America Heather began her career as a Sales Engineer at Keyence, walking plant floors and selling automation solutions to manufacturers across Texas, Oklahoma and Arkansas. Covering that much ground, she learned firsthand how hard it is to know which accounts deserve your time — a problem she has spent more than 15 years working on at the intersection of sales, data and technology, leading go-to-market teams at data and analytics companies including Actian, Numerator, and Crisp. With each new generation of technology, she has chased the same goal of not just bringing data together, but surfacing the insight that tells a team what to do next. Along the way, she has turned around struggling regions, built pipeline processes around the signals that actually predict revenue, and helped companies of all sizes implement new technologies. Today, she leads the Americas sales organization at SugarAI, helping manufacturers and distributors turn customer data