Webinar #88 A Smarter Way to Order: AI-Powered Customer Service with FieldRep by Expertek

When: November 4, 2026 2:00 pm EST

Join Us November 4, 2026 2:00 pm EST

Agenda

FieldRep by Expertek brings AI-powered, conversational ordering and customer self-service to Infor CloudSuite Distribution (CSD).

During this session, attendees will see how FieldRep enables customers to use text, email, or the web to:

Find products and place orders using everyday language
Access real-time pricing and inventory from CSD
Review invoices, statements, balances, payment history, and other account information
Communicate in multiple languages
Get 24/7 self-service access while routing non-routine or special requests to the CSR team

The session will highlight how FieldRep can simplify ordering, improve the customer experience, and allow CSR teams to focus on requests that require personal attention.

Exclusive NSA Webinar Attendee Offer: Special Six-Month FieldRep Trial

Presenter: Jeremiah Curtis

Vice President, Operations | Expertek

Jeremiah Curtis brings more than 25 years of experience with Infor CloudSuite Distribution (CSD) and its SX.e lineage. During a 22-year career with Infor, he served in technical consulting, solutions architecture, and DevOps leadership roles, supporting enterprise CSD environments ranging from 5 to 5,000 users. He later served as a Senior AWS Cloud Engineer before joining Expertek. As Vice President of Operations at Expertek, Jeremiah oversees CSD consulting delivery and customer support and has led development of innovative automation and AI solutions for CSD, including Expertek’s AI agent technology. He holds an MBA, multiple AWS certifications, and is bilingual in English and Spanish.

HOST: Glenn Bell

Vice President, Strategic Partnerships at NSA

Email: glenn.bell@nsacom.com

Glenn Bell is Vice President of Strategic Partnerships at NSA Computer Exchange, where he leads the company’s NSA Plus partner portfolio and strategic relationships with industry-leading technology providers.

With more than 25 years of experience supporting technology solutions for the distribution industry, Glenn works closely with software vendors, internal leadership, and customers to identify technologies that help distributors improve operational efficiency and business performance. He leads partner strategy, vendor relationships, and collaborative go-to-market initiatives that expand the value NSA delivers to its customers.

Drawing on his technical background and business leadership experience, Glenn focuses on building strong partnerships, evaluating emerging technologies, and helping customers make informed decisions that support their long-term success

Key Takeaways

Give customers 24/7 access to ordering and account information through text, email, or the web.
Make ordering easier for contractors and other customers on the go, wherever their work takes them.
Provide real-time product, pricing, and inventory information directly from CSD.
Enable customers to find products and place orders conversationally using everyday language — including abbreviations and typos.
Support a broader customer base with multi-language communication.
Provide self-service access to invoices, statements, balances, payment history, and other account information.
Direct non-routine and special requests to the CSR team, allowing employees to focus their time on customer needs that require personal attention.

Exclusive NSA Webinar Attendee Offer: Special Six-Month FieldRep Trial

NSA webinar attendees can experience FieldRep in their own business with a special six-month trial:

$2,500 for six months
Up to 1,000 messages per month
Plus implementation
The trial gives distributors an opportunity to put FieldRep to work with their customers and evaluate its value in a real-world environment before making a longer-term commitment.
Expiration Date: this offer is valid for new users from now until December 31, 2026