Keep IPTOR as your system of record. Workd takes orders with special instructions, contract pricing and multiple ship-tos, follows up on open invoices and flags accounts that are changing.
What syncs with IPTOR
IPTOR has deep roots in wholesale distribution, especially industrial, technical and equipment distribution. The functionality is comprehensive and the industry knowledge is real.
Like most purpose-built distribution systems, it focuses on core ERP work. Voice ordering, customer outreach and AR follow-up are the layer Workd adds, without touching your IPTOR core.
Your team talks to their Workd agent the way they would talk to a colleague. Workd does the typing.
✓Order created in IPTOR with both ship-tos and contract pricing
✓Answered from live IPTOR inventory
✓Buying pattern read from IPTOR history
✓Open invoices pulled and follow-up calls queued
Field reps and customers place orders by voice, with special instructions, customer pricing and several ship-tos.
Workd calls overdue accounts, knows their payment history and collects commitments. Exceptions go to a person.
Workd watches IPTOR data for buying changes, reorder openings and at-risk accounts, and alerts sales.
Stock, orders and account questions answered from IPTOR data.
No. IPTOR stays your system of record. Workd adds voice and follow-up on top and writes results back.
Yes. She handles special instructions, customer-specific pricing and multiple ship-tos, and hands off to a person for exceptions.
Most teams are live in two to four weeks. We confirm the details for your IPTOR setup on the demo.
Sales orders, customer notes and follow-up tasks. You choose what she can read and what she can write.
Distributors from $5M to $1.5B run their sales, orders and deliveries on Workd. Live on the ERP you already run in two to four weeks.
Salesforce
HubSpot
NetSuite
Epicor Prophet 21
Microsoft Dynamics
SAP
Sage
Acumatica
QuickBooks
Infor