Sage exports overnight. Acto crunches the numbers. By morning, your reps see which accounts are worth a visit, right in the app, their CRM, or Outlook.
Because nobody notices the reorder date slip by. It’s in Sage, but nobody checks it every day.
Because nobody can see the gap. Spotting it means comparing Sage data customer by customer.
Because follow-ups get buried in the daily grind.
Because nobody notices the reorder date slip by. It’s in Sage, but nobody checks it every day.
Because nobody can see the gap. Spotting it means comparing Sage data customer by customer.
Because follow-ups get buried in the daily grind.
Your IT team decides once what Sage exports each night.
Every night, a full run across every customer.
First thing in the morning, in the app, their CRM, or Outlook.
Your IT team decides once what Sage exports each night.
Every night, a full run across every customer.
First thing in the morning, in the app, their CRM, or Outlook.
Every night, your system exports orders, customers, products, and pricing. Acto runs the analysis, scores every account, and writes the results to the sidebar. No live access required.
Every customer is measured against their own history. Only what’s worth a call or a visit reaches your reps.
Kraus & Meier is ordering less often than usual, and their quote win rate has been dropping since July.
Bauer buys hand tools regularly but never striking tools. Similar shops also buy long-life grease.
Blatter usually orders every 32 days. Similar customers regularly buy pliers.
The order is missing 5 of the 8 quoted product groups. Worth a follow-up on the rest.
“Acto’s AI analysis and automation save our sales team up to 8 hours every week. The result: more productivity, less time digging through data, and more time with the right customers.”
↗ 8,6%↗ 10,0%Call plan before the meeting, dictated report after.
As a sidebar next to the account record, and in Outlook if you want.
Before going live, Acto learns your rules. That’s how you get recommendations that fit your business instead of generic alerts.
One customer orders every week, another only when a project comes up. Acto learns when silence is normal and when it’s a red flag.
Seasonal business and incentive programs can shift entire weeks. Acto separates the usual from the unusual.
Acto learns your industry jargon and in-house terms instead of guessing. So the insights sound like they came from a colleague.
Priority accounts and new products: who your reps should see first.
Fewer orders mean risk, bigger baskets mean opportunity. You set the threshold for when it’s worth stepping in.
You decide which categories go together and which ones you want to push. Acto only suggests what fits.
Acto sits on top of your existing Sage. Your IT team sets up the nightly export once, and it runs on its own from there. Sage doesn’t slow down.
At Hitado, which runs Sage as its ERP and cobra as its CRM, Acto started with a pilot group of six people. Today their entire inside sales team uses it every day.
Requirements · business logic · SFTP access
Tenant setup · daily export · data audit
Checks on sample customers · sidebar in your system · feedback
Training · sales team goes live · first results shortly after
Data arrives via export or SFTP. No live access, and Acto does the heavy lifting.
Stored in Frankfurt, language models hosted in the EU. Prediction models train only on your data.
Acto sits on top of your existing Sage. Your IT team sets up the nightly export once, and it runs on its own from there. Sage doesn’t slow down.
At Hitado, which runs Sage as its ERP and cobra as its CRM, Acto started with a pilot group of six people. Today their entire inside sales team uses it every day.
Export, file share, or SFTP. No live access, so your ERP doesn’t slow down.
One time, to set up the export. After that it runs on its own, every night.
Stored in Frankfurt, language models hosted in the EU. Prediction models train only on your data.
Yes. Hitado, a medical technology company, runs Sage as its ERP and cobra as its CRM. In the pilot, reps using Acto drove 5.4% more revenue than colleagues without it.
No, and that’s on purpose. Sage drops the data on a schedule, for example on an exchange server, and Acto picks it up from there. Nobody touches your live Sage, and it doesn’t take on any extra load.
Yes. Every night, Acto analyzes order and customer data from Sage and shows your reps which customers are ordering less, which products they’re missing, and which quotes are still open.
Yes. Acto isn’t a CRM, but smaller distributors often use it as a lightweight alternative. Instead of just logging activity, it shows every morning which customers need attention. It runs on the order data from Sage.
Yes. Hitado runs its ERP in Sage and its CRM in cobra. Acto needs the order data from Sage, so the CRM doesn’t have to be connected. Insights show up in the Acto app and, if you want, in Outlook.
At Hitado, new hires used to need about a year to know their customer base. With Acto, it takes one to two months.
About six weeks. Your IT team sets up the Sage export once, which takes two to three days.
Stored in Frankfurt, with language models hosted in the EU. Prediction models train only on your data.
In 30 minutes, we’ll look at your system and your sales team, then show you real examples from your industry of what Acto would flag.
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