Rootstock ERP CRM Software provides a comprehensive solution for inventory-heavy organizations, particularly manufacturers and supply chain companies, by seamlessly integrating Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) functionalities. Built natively on the Salesforce Platform, it links Salesforce Sales Cloud directly to Rootstock’s ERP, eliminating data silos and creating a unified data model. This integration empowers sales, service, finance, and operations teams with a 360-degree view of the customer and real-time operational insights. The software addresses challenges such as fragmented customer information, inaccurate quoting, and inefficient quote-to-cash processes. It enables organizations to improve responsiveness, drive growth, enhance customer experience, and optimize cash flow through streamlined processes, accurate invoicing, and better visibility into margins, inventory, and production. It is especially beneficial for companies producing highly personalized or configured items (Engineer-to-Order & Configure-to-Order), offering enhanced operational and financial insights.

Features & Benefits

• 360° Customer Visibility with CRM & ERP on One Cloud
  • Helps manufacturers and supply chain organizations eliminate siloed customer information, empowering sales and service teams to be more responsive, drive growth, and enhance the customer experience.
  • Access all information before talking with a customer, including outstanding 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 all on one platform.
• Real-time Margin & Available-to-Promise (ATP) Visibility
  • Integrates with Salesforce CPQ Manufacturing Connector to exceed high customer expectations with Available-to-Promise visibility for more accurate quotes.
  • View real-time inventory information so sales teams can set delivery expectations.
  • Access recent order history, margins, and costs to ensure profitable quotes.
  • See anticipated production queues and delivery dates to manage customer expectations.
• Improved Invoice Accuracy & Cash Flow
  • Provides native CRM & ERP connectivity, allowing supply chain organizations to get sales and operations data to their finance and accounting teams instantly, improving cash flow with a flawless quote-to-cash process.
  • Improve process efficiency, invoice accuracy, and Days Sales Outstanding (DSO).
  • Eliminate manual rework, reinvoicing, and financial adjustments.
  • Make accounts receivable details available to sales and service to help with cash collections and late payments.
• Seamless Salesforce CPQ Connector Integration
  • Bridges gaps between workstreams for companies producing highly personalized or configured items (Engineer-to-Order & Configure-to-Order) and those seeking better operational & financial insights.
  • Ensures complete accuracy between CPQ and ERP to increase efficiency, eliminate errors, speed cycle times, and gain more visibility across sales, operations, and finance.
  • Accelerate quote generation and push quotes through the entire business cycle including production, pick, pack, shipping, and billing.
  • Turn quotes and estimates in Salesforce CPQ into Rootstock ERP sales orders and production schedules with one click.
  • Include standard products and services contracts on the sales orders within a quote.
• Streamlined Quote-to-Cash Process
  • With all customer, sales, and production information on one platform, manufacturers can streamline the quote-to-cash process and eliminate manual steps between sales and operations.
• One-Click Sales Order Generation
  • The CRM ERP system makes it easy to create sales orders from quotes in Salesforce CPQ with a single click.
• Enhanced Efficiencies with Unified Data Model
  • Provides sales teams with a complete view of production, inventory, accounts receivable, and other data, including all customer information, leading to greater operational efficiencies.