01
Account context is scattered
Reps hunt across ERP, spreadsheets, email, and the website to answer a simple account question.
SYSPRO for Sales | ERP-Native B2B Buying Path | Nomad
Buying path / Sales / SYSPRO
Sales on SYSPRO.
Give reps live SYSPRO 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 SYSPRO.
Sales does not need another screen. It needs the buying path to respect SYSPRO manufacturing, distribution, and warehouse data.
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 SYSPRO
Where SYSPRO adds extra work.
SYSPRO warehouses and price codes can create many truths for the same part.
Manufacturing and distribution rules can be invisible to the customer.
SYSPRO order problems can reach operations after the order is committed.
02 / What the ERP knows
What SYSPRO already knows.
We wrote and support our SYSPRO integration in-house — syncing all the business data in SYSPRO and running your SYSPRO pricing, inventory, credit, and order rules live on your website.
01
Customers and branches
Accounts, contacts, branches, and sales territories.
02
Stock and price codes
Warehouses, price codes, and stock.
03
Sales orders and bills
Orders, deliveries, bills, and credit status.
03 / The buying path
From SYSPRO to sales.
Four fast steps to launch on SYSPRO.
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 SYSPRO 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.
Start with the data the customer sees and the order needs.
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 SYSPRO.
Bring SYSPRO.
We’ll bring the sales path.
Tell us what SYSPRO owns and where the sales steps break. We will map the path honestly.