The Hard Questions.
Before you hand over a slice of your invoice history, you need to know it is safe, it works, and your reps will actually use it. Here are the straight answers.
Infrastructure and security.
Your IT lead will ask these first. Here are the answers.
What data do you actually need from us?
A standard customer master, transaction history, and item master export. Your Epicor, SX.e, P21, or Infor admin can pull these in an hour. Three years of transaction history is ideal. We never touch your live, production ERP.
Is our transaction data secure?
Yes. Your data stays in an encrypted, single-tenant database. We never train public LLMs on your proprietary data. We only use public models to parse non-proprietary web data.
Who owns our data, and what happens if we leave?
You own your data. If you walk away, we wipe your transaction history and customer master from our servers.
How much IT time does this take to set up?
About an hour of your ERP admin's time to pull the initial exports. We handle the taxonomy mapping and configuration.
Do we have to rip out and migrate our CRM?
No. FreshProspect sits alongside your current CRM. It is a rep-facing intelligence engine, not pipeline management.
The rep reality.
Security gets you past IT. Adoption decides whether you see a return.
How do we know the AI matches are any good?
Every recommendation is labelled with its confidence: spec-matched, application-matched or portfolio-relevant. Your reps can tell a definitive cross-reference from a positioning play at a glance. During onboarding, we calibrate the engine against the judgment of your own application engineers.
What if my veteran reps refuse to use it?
The portal requires zero training to read. Most reps convert the second they see their first mapped account. Even with holdouts, you still get the macro wallet-share analysis and tiered prospect lists. Use them for targeted lead handoffs and territory planning.
Can reps edit the account intel?
Yes. Every field, product suggestion, talking point and note is editable by the rep in the portal. There is also a one-click PDF export. In wholesale, print still matters for counter handoffs and the truck dashboard.
How is this different from ZoomInfo or ChatGPT?
ZoomInfo sells names and org charts. Generic AI does not know your linecard, does not have your transaction history and cannot write in an engineering voice. FreshProspect mines ERP whitespace and public signals and maps it directly to your authorized portfolio. It is built for distribution and nothing else.
Scale and execution.
Your lines, your timeline, your number. Here is what you need to know before you put it in front of the CFO.
Which manufacturer lines do you support?
Schneider Electric, Yaskawa and Rittal today, at product-family depth. Allen-Bradley, Siemens, Phoenix Contact and Beckhoff are next on the roadmap. Running a niche or custom line? We encode it during your onboarding.
What is the onboarding timeline?
Three steps, in this order:
- Week 1: ERP export and taxonomy configuration.
- Week 2: Pilot reps review their first accounts. We calibrate the engine.
- Week 3: Full team rollout.
You've read the specs. Now see the speed.
Grab 30 minutes on the calendar. We will show you exactly how much whitespace is sitting in your ERP.