Question 1

Do we have to replace our CRM?

Accepted Answer

No. Salesforce or Dynamics stays your system of record. Fulcrum sits on top and reads from it, then delivers ranked opportunities to your sales organization. Your pipeline reporting is unchanged.

Question 2

Our ERP data is a mess. Does that break this?

Accepted Answer

Less than you would think. What we lean on most is transactional data, and that is essentially accounting data, so it is usually intact. The mess is in the links between records, like which part order went to which machine, and we work around missing ones with probabilistic modeling rather than assuming clean master data. Missing links lower the confidence, and the evidence is there to check.

Question 3

How is this different from CRM AI features or a BI dashboard?

Accepted Answer

Both give you analytics and wait for someone to open them. Fulcrum runs the scan daily and delivers actionable insights: a ranked list with the evidence attached. It also reads your ERP and service data, so it sees the transactional history that CRM-native AI has no access to.

Question 4

Can we get the opportunities into our own systems?

Accepted Answer

Yes. Everything Fulcrum produces is available over our API, so you can pull ranked opportunities and the evidence behind them into whatever your team already uses, whether that is a data warehouse, an internal portal or your own workflow tooling. Email and the Fulcrum application are the defaults, not the only options.

Question 5

We use Claude. Does Fulcrum fit into that?

Accepted Answer

Yes. We expose an MCP server, so Claude can query your data directly, and not just the opportunities we raise. It reaches the semantic layer underneath: your CRM, ERP and service records resolved into one model, where equipment, orders, cases and accounts are joined up and mean the same thing across systems. That is what lets Claude answer questions about your installed base without someone rebuilding those joins each time. The same interface is open to any agent you build yourself.

Question 6

Where does our data live, and what can Fulcrum touch?

Accepted Answer

Your data stays in your systems. We connect with scoped, read-only credentials you control, and we write nothing back to your CRM or ERP. Reps get the opportunities through email and the Fulcrum application instead, so they land in the daily routine without touching your systems of record. We respect your data region requirements, and access can be revoked at any point.

Question 7

Are you training AI models on our commercial data?

Accepted Answer

No. Your data is never used to train LLMs or other general models, ours or anyone else's. We do fit statistical models on your data inside your own instance, because that is how the ranking learns your accounts, and those models are treated exactly like the data they came from: isolated per customer, never shared, never pooled across accounts.

Question 8

What does the trial actually involve on our side?

Accepted Answer

To start, a data export from your CRM and ERP and a few hours from someone who knows your aftermarket motion. No integration work to see the first results: we handle the modeling and come back with opportunities on your real accounts. Once those are worth acting on, we move to a live connection so the list refreshes daily, and you have 90 days to judge the whole thing.

Question 9

Can reps trust what the AI surfaces?

Accepted Answer

Every opportunity carries the evidence behind it: the equipment, the order history, the case that triggered it. Reps can interrogate or discard any of it, and what they ignore feeds back into how the agents rank next time.

Question 10

How are you priced?

Accepted Answer

A monthly platform fee, sized against the aftermarket revenue in scope. You start with the 90 day trial, and the term after that is six months.

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