Industry playbook
Retail breaks when stores, sites, and marketplaces disagree
Shrink, markdowns, and allocation fights show up in ERP; loyalty, personalization, and service SLAs live in CRM. Soberan connects both with agents that react to daily sell-through.
Signal deck
Illustrative ranges from operator interviews and public filings - your mileage varies.
8–15%
Revenue lost to stockouts on hero SKUs
Especially in seasonal and fashion-adjacent sets
20–35%
Markdowns tied to mis-allocated size/color
When DC logic ignores local demand heatmaps
2.5×
Support tickets when promises lack order context
CRM cases detached from WMS/OMS status
24/7
Agent coverage for monitoring & escalations
Humans approve exceptions; agents never sleep
At a glance
Soberan gives retailers unified ERP inventory and financial operations with CRM pipeline, marketing, and service - plus agents that orchestrate replenishment and customer outreach together.
ERP & operations pressure
Allocation & transfer latency
Stores starve while DCs hold safety stock - ERP rules are too coarse for micro-markets.
Receiving accuracy & phantom inventory
POS, RFID, and WMS rarely reconcile the same day - ecommerce keeps selling ghosts.
Intercompany & franchise reporting
Royalty, COGS, and transfers need one chart of accounts view - spreadsheets multiply.
CRM & customer pressure
Clienteling without store inventory truth
Associates message customers from CRM while the SKU is already gone on the floor.
Loyalty liability vs. margin
Promotions stack in CRM; ERP margin does not update until weeks later.
BOPIS / curbside handoff friction
Customers ping chatbots while pickers lack the same order thread - NPS drops.
Soberan: Agent + ERP + CRM
Soberan Agent
Soberan Agent watches sell-through, inbound receipts, and campaign calendars together - proposing transfers, pausing ads on OOS SKUs, and drafting associate follow-ups.
- Pairs local heatmaps with DC splits automatically
- Opens governed tasks when shrink spikes in a district
- Summarizes “where is my order” with live pick/pack state
ERP software
ERP modules unify orders, inventory, warehouse moves, and finance so every store and channel draws from the same operational numbers.
- Network-level ATP with store-level policies
- Automated replenishment suggestions with guardrails
- Landed cost and margin by location
CRM software
CRM keeps segments, journeys, and service conversations tied to receipts, warranties, and real delivery status.
- Segments refresh when inventory or price bands shift
- Service macros pull ERP shipment events automatically
- Omnichannel threads stay on-brand across email and chat
FAQ
Can we start with stores only?
Yes - many retailers begin with inventory + orders across stores and add ecommerce connectors next.
How fast do agents reflect new promotions?
As soon as CRM campaigns and ERP price lists sync - typically minutes, not overnight batch jobs.
Put Agent, ERP, and CRM on one graph
Book a walkthrough tailored to your industry - in English or Spanish. Live in about 30 days for scoped modules.
Request a Demo