ERP CRM Software
Rootstock’s ERP CRM software links Salesforce Sales Cloud to Rootstock’s native ERP on the Salesforce Platform, so your sales and supply chain operations stay seamlessly connected.
Rootstock ERP CRM System Features
360° Customer Visibility with CRM & ERP on One Cloud
Rootstock's ERP CRM software helps manufacturers and supply chain organizations eliminate siloed customer information. When a lead converts, sales can take it straight from opportunity or quote to sales order to shipment, connecting the entire lead-to-ship journey on one platform.
- Access all customer information before every conversation, including open support cases, invoices, credits, shipments, and open orders.
- View real-time accounts receivable and the current credit standing of every customer.
- Improve the end-to-end customer experience by consolidating sales, ordering, production, inventory, logistics, service, and support on one platform.
View Margin & Available-to-Promise on One Platform
Rootstock gives your sales team Available-to-Promise visibility inside the quoting process, so quotes reflect what you can actually deliver.
- View real-time inventory so sales teams can set accurate delivery expectations.
- Access recent order history, margins, and costs to ensure profitable quotes.
- See anticipated production queues and delivery dates to manage customer expectations.
Improve Invoice Accuracy & Cash Flow with a Robust CRM ERP System
Rootstock’s native CRM and ERP connectivity gets sales and operations data to finance and accounting teams instantly. Improve cash flow with a flawless quote-to-cash process and shorter close and consolidation cycles.
- Improve process efficiency and invoice accuracy.
- Eliminate manual rework, reinvoicing, and financial adjustments.
- Give sales and service teams access to accounts receivable details to help with collections and late payments.
Free Ebook
ERP & CRM on One Platform: Why Salesforce-Native ERP Is the Future
Monolithic ERPs are running out of road. Data silos, brittle API integrations, and systems that can’t keep pace with AI are holding manufacturers back. This ebook explains why the next natural step is an ERP that lives inside Salesforce, and what a CRM-native approach means for quote-to-cash, security, and how your sales, finance, and operations teams work together.
Increase Sales & Customer Satisfaction with ERP + CRM on the Salesforce Platform
Rootstock Cloud ERP, built on the Salesforce Platform, seamlessly integrates sales and operational data. Combining CRM and ERP gives manufacturers and supply chain companies a unified data model for 360° insights, boosting sales and strengthening customer relationships.
- A Streamlined Quote-to-Cash Process: With all customer, sales, and production information on one platform, manufacturers can streamline quote-to-cash and eliminate manual steps between sales and operations.
- Convert Quotes to Sales Orders in One Click: Rootstock’s CRM ERP system makes it easy to turn Salesforce quotes into sales orders.
- Greater Efficiency with a 360° View of Your Customer: Give sales teams a complete view of production, inventory, lead times, accounts receivable, and customer information.
By integrating Salesforce CRM with Rootstock Cloud ERP, we now have a 360-degree view of the customer and are using data to continue to transform the business. Rootstock and Salesforce provided the foundation to then develop capabilities that fundamentally drive better business operations and decisions.
Jeremy BardetVice President of Finance & Operations, Pioneer Motor BearingSee the ERP CRM System in Action
Watch a 2-minute demo to see how Rootstock connects Salesforce Sales Cloud to native ERP so sales and supply chain teams work from one data model.
Watch 2-Min Demo