Introducing AI-Powered Sales Insights from Epicor Data Analytics: Know Which Customers to Focus On — and What to Sell

For distributors and manufacturers, the biggest revenue risks and the biggest growth opportunities in your customer base are usually hiding in plain sight. They're buried in order histories, spread across spreadsheets, and known only to the rep who happens to remember that one account has gone quiet.

Sales Insights, a new module now available in the Epicor Data Analytics suite, closes that gap. It's built to help sales teams find where the greatest value exists across their customer base, surfacing what's changed for every account and using AI to recommend the next opportunity. 

Picture a rep opening their queue on a Monday morning. Third on the list is a distribution account flagged At Risk, down sharply on order frequency, with a note that their usual reorder hasn't come through in five weeks. Right below it, a Champion account with a cross-sell opportunity worth reviewing before the rep's next call. No digging through order history, no cross-referencing spreadsheets. Just a prioritized, ready-to-act list waiting when they log in.

Built on RFM, Powered by AI

EDA Sales Insights starts with proven Recency, Frequency, Monetary (RFM) analysis, automatically segmenting customers based on real purchasing behavior. No setup, no spreadsheets, no manual scoring. Accounts are automatically assigned to segments like Champion, At Risk, or Hibernating as your ERP data syncs.

From there, AI takes that segmentation and turns it into a prioritized call list, surfacing what to act on and why, so reps spend less time digging and more time selling.

AI Summaries on Every Customer

Instead of asking reps to interpret a segment label or dig through order history, EDA Sales Insights generates a natural-language summary for every account: a few lines on what's changed, what's dropped off, or what's growing. It's always working from your latest data, so reps walk into every conversation already up to speed.

Opportunities Ranked by Revenue

EDA Sales Insights also produces a prioritized list of next moves for every account: missed orders worth recovering, cross-sells worth pitching, all ranked by revenue potential. The recommendations are trained on 12 months of combined customer and product data, so reps aren't guessing which lead to chase first; the highest-value opportunity is already at the top of the list.

Together, these AI capabilities move EDA Sales Insights from “here's your data” to “here's what to do with it.” It's the same shift that's reshaping how distributors think about sales enablement more broadly.

Segment Flow: Every Customer Move, Mapped

Segment Flow gives sales leaders a visual, interactive map of customer movement between segments over time, so teams can see who's slipping before it's too late.

Built as a flow diagram, Segment Flow shows exactly how many customers moved from, say, Champion to At Risk over the last three months, and what revenue is attached to that movement. Click any flow and it drills straight into the customer list behind it.

More Ways EDA Sales Insights Helps Turn Customer Data into Action

The AI summaries, opportunity recommendations, and Segment Flow sit on top of a full set of capabilities designed to get sales teams out of spreadsheets and into action:

• Customer Segmentation: RFM analysis auto-classifies every account into loyal, at-risk, and growth segments out of the box, so teams can prioritize accounts and allocate resources without spending time on analysis.
• Drill-Down Analysis: Drill into any segment to uncover purchasing trends and average sales value, filtered by rep, territory, brand, or branch.
• Smart Search & Filtering: Find and investigate any account in seconds, with segments that recalculate dynamically as filters change.
• Segmentation Controls: Exclude inactive or closed customers and define custom threshold sets for different customer groups, so segmentation stays accurate and business-relevant across markets, regions, or product lines.
• Workflow & Productivity: Get immediate insights the moment your data syncs, with AI summaries and ranked opportunities ready to act on. Export to CSV whenever deeper offline analysis is needed.
• Flex Modes Integration: Jump from a customer segment straight into Flex Modes, with selected customers auto-applied as filters, for deeper transactional and product-level analysis.

Backed by an Award-Winning Partnership

If your team already relies on EDA for reporting, dashboards, or financial planning, EDA Sales Insights will feel instantly familiar: same platform, same Epicor data, one more way to put it to work. It's built specifically for the sales team, so reps spend less time interpreting data and more time on the accounts that matter most.

This wider access to EDA Sales Insights also arrives on the heels of a milestone for Epicor and Phocas: Phocas was named Epicor's Partner of the Year at Epicor Insights 2026, recognized for its commitment to bringing value to Epicor customers. That recognition reflects a partnership focused on helping Epicor customers get more out of their data. Today, 850+ distributors and manufacturers use Phocas to make faster, more confident decisions across their businesses.

Less Guesswork, More Revenue

Whether it's an AI-generated summary of what's going on with a customer, a ranked opportunity list that tells a rep where to focus next, or a Segment Flow diagram that shows churn risk building before orders actually drop, the goal is the same: give sales teams the context they need to act, without asking them to build it themselves.

Get Started

Ready to explore EDA Sales Insights? It's available now as an add-on to EDA, supported for current versions of Epicor ERPs through the native EDA connector, and currently rolling out in North America, ANZ, and UK for English-language deployments. Reach out to your Epicor CAM (Customer Account Manager) to learn more or get started.

Watch the on-demand webinar or reach out to your Epicor CAM (Customer Account Manager) to get started.