ERP CRM Software
Our ERP CRM Software links SFDC Sales Cloud to Rootstock’s native ERP on the Salesforce Platform for inventory-heavy organizations, making connectivity with sales and supply chain operations seamless.
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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 to eliminate siloed customer information. Empower your 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.
View Margin & Available-to-Promise on One Platform
Salesforce CPQ Manufacturing Connector lets you 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.
“The ability to use Configure-Price-Quote and convert a quote into a Sales Order / Work Order / related Purchase Orders is fantastic.”
“Having my ERP data on my cloud platform eliminates the need to integrate back-office data to CRM and provides real-time visibility into my available inventory, promise date and also to pricing and costs.”
Improve Invoice Accuracy & Cash Flow with a Robust CRM ERP System
Rootstock’s native CRM & ERP connectivity allows supply chain organizations to get sales and operations data to their finance and accounting teams instantly. Improve cash flow with a flawless quote-to-cash process and shorter close and consolidation cycles.
- 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.
Bridge Gaps Between Workstreams with Salesforce CPQ Connector
The Salesforce CPQ Connector is a game-changer for companies producing highly personalized or configured items (Engineer-to-Order & Configure-to-Order) and those seeking better operational & financial insights.
- Ensure 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.
“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.”
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Increase Sales & Customer Satisfaction with ERP + CRM on Salesforce Platform
Rootstock Cloud ERP, built on the Salesforce Platform, seamlessly integrates sales and operational data. Combining CRM & ERP systems empowers manufacturers and supply chain companies with a unified data model for 360° insights, boosting sales and enhancing customer relationships.
- A 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.
- Generate Quotes for Sales Orders in One Click: Rootstock’s CRM ERP system makes it easy to create sales orders from quotes in Salesforce CPQ with a click of a button.
- Greater Efficiencies with a 360° View of Your Customer: Give sales teams a complete view of production, inventory, accounts receivable, and other data, including all customer information.
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See how Rootstock deploys CRM ERP software together to empower teams with the efficiency of one data model to gain 360° insights.
