Introduction, Instruction & Tips
Meet Eric: Your AI Sales Assistant
Welcome to your new competitive advantage. This is Eric, your personal AI assistant, designed to help you save time, research your market, and connect with customers more effectively.
Think of Eric as your dedicated sales support, available 24/7 to handle the data-digging so you can focus on selling.
How to Get Started
It’s easy to begin. Just follow these two simple steps:
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Introduce Yourself: In the chat box below, type your first name (e.g., "Stacy" or "Devy") to begin. Eric will recognize you and your sales territory.
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Ask for Help: Once you're logged in, you can ask for reports or help in plain English. Eric will suggest a few common actions, or you can ask him anything you need.
What Can Eric Do For You?
Here are just a few examples of what you can ask.
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Check Your Performance
"Show me my draft orders year-to-date." "What's my current draft order summary for this month?" "Can you show sales and order totals for my states?" "Can you show my top customers by state?"
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Research Your Market
"Can you research the company 'The Wood Veneer Hub' and tell me about their products?" "Who are the main competitors for architectural millwork in the Southeast?"
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Find New Leads & Opportunities
"Find the contact person for the ASID chapter in Chicago and draft an email for me to inquire about sponsorship opportunities." "Give me a summary of new trade accounts that have signed up on the website this month."
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Create Content
"Help me write a professional LinkedIn post about our new tambour product line."
Pro Tip: You can ask Eric to email any report or drafted message directly to your inbox!