Salesforce & Cloud ERP for Manufacturing

Increase sales and provide world-class service to your customers with Salesforce CRM connected to Rootstock Cloud ERP.

Achieve operational synergies and stay ahead of your competitors by combining Salesforce CRM and Rootstock Cloud ERP on a single cloud platform.

  • Streamline the quote-to-cash process and eliminate manual steps between sales and other departments.
  • Empower your sales team with all the information they need to sell and service customers, including 360° visibility of customer activity, inventory availability, production schedules, margins, shipments and accounts receivable.
  • Create sales orders from quotes in Salesforce CPQ with a click of a button.

360° Customer Visibility in CRM and ERP through the Cloud

Eliminate siloed customer information with CRM and ERP information on one cloud platform and make it easier for your sales and service teams to enhance the customer experience.

  • Know everything about your customer before you call, including outstanding cases, invoices, credits, shipments and open orders.
  • View real-time accounts receivable and current credit standing of your customers.
  • Improve the customer’s experience by having the information to service the customer, not just sell.

Margin and Available to Promise Visibility

Bridge the gap between inventory and production to help sales teams set appropriate delivery expectations. Understand margin implications before you produce a quote.

  • View real-time available-to-promise information inside CRM.
  • Access recent order history, margins and costs to produce accurate and profitable quotes.
  • Understand anticipated production and delivery dates to manage customer expectations.

“The ability to use Configure-Price-Quote and convert a quote into a Sales Order / Work Order / related Purchase Orders is fantastic.”

– Doug L., current Rootstock Customer

Improve Invoice Accuracy and Cash Flow with Salesforce CRM and Rootstock’s Cloud ERP

Eliminate manual steps and awkward interfaces between systems by executing a flawless quote to cash process on one platform to achieve better cash flow and shorter period closes.

  • Improve process efficiency, invoice accuracy and Days Sale Outstanding.
  • Eliminate manual rework, reinvoicing and financial adjustments.
  • Make accounts receivable details available to sales and service to help with cash collections and late payments.

Salesforce CPQ Manufacturing Connector

The Salesforce CPQ Manufacturing Connector for Engineer-to-Order and Configure-to-Order manufacturers bridges the gap between configuration, pricing and quoting in Salesforce CPQ and downstream manufacturing and ERP processes for companies producing highly personalized or configured items.

  • Increase efficiency and achieve faster cycle times, quicker deliveries, less rework and more visibility across sales, operations and finance.
  • Streamline the process from quote generation through the entire business cycle including production, pick, pack, ship and billing.
  • Turn quotes and estimates in Salesforce CPQ into Rootstock ERP sales orders with one click.
  • Include standard products and services contracts on the same sales order within a quote.

Rootstock Cloud ERP Products

Our cloud-based ERP system, designed by and for manufacturers, helps you manage your company’s digital transformation in order to grow and succeed.