01
Account context is scattered
Reps hunt across ERP, spreadsheets, email, and the website to answer a simple account question.
Macola for Sales | ERP-Native B2B Buying Path | Nomad
Buying path / Sales / Macola
Sales on Macola.
Give reps live Macola account pricing, order history, and 1-click reorders.
Preview
The first move
Where sales feels it.
- Account context is scattered
- Quotes live in email
- Reorders are a chore
01 / The reality
The sales reality on Macola.
Sales does not need another screen. It needs the buying path to respect Macola price-code logic, warehouses, and distribution rules.
02
Quotes live in email
Pricing, terms, and product rules get re-created in a document instead of flowing from the system.
03
Reorders are a chore
A customer wants the same thing again, and the rep rebuilds the order from memory.
On Macola
Where Macola adds extra work.
Macola price codes and warehouse rules can drift from the web copy.
Prices for each customer can be lost when the account context is not carried.
Macola order and invoice data can be split across screens and teams.
02 / What the ERP knows
What Macola already knows.
We wrote and support our Macola integration in-house — syncing all the business data in Macola and running your Macola pricing, inventory, credit, and order rules live on your website.
01
Customers and price codes
Accounts, price codes, and prices for each customer.
02
Stock and warehouses
Item stock, locations, and units.
03
Orders and bills
Sales orders, bills, and payment history.
03 / The buying path
From Macola to sales.
Four fast steps to launch on Macola.
01
Map the account
Document the hierarchy, roles, and buying relationships.
02
Map the ERP handoff
Confirm customer, pricing, and order data ownership.
03
Set up the buying flow
Product catalog, pricing, quotes, and assisted ordering.
04
Prove the rep journey
Test the account, quote, and reorder scenarios reps actually use.
04 / Questions
Questions for your Macola team.
Bring these to the first working session.
The ERP and CRM may both have a view. Decide which one the way customers buy follows.
Map approvals, terms, and pricing before the demo.
The online store should reflect the rules, not recreate them.
05 / Keep going
Connect the path to the rest of the system.
Start with the role, the ERP, or the buying steps.
The next moveBring Macola.
Bring Macola.
We’ll bring the sales path.
Tell us what Macola owns and where the sales steps break. We will map the path honestly.