Connect Your Customers, Products, and Operations

Rootstock, built on the Salesforce Cloud Platform, provides ERP technology designed to support and enhance the customer experience. With Salesforce bridging the gap between CRM and enterprise resource planning, Rootstock provides all the tools that manufacturers need to keep up with rapidly changing customer demands:

• Sales Order Processing – Discuss sales orders in real-time on Slack and convert Salesforce opportunities into sales orders. Einstein AI can make predictions and offer actionable insights.
• Engineering Management – Create simple or complex Bills of Material, manage change control and revision management, and create configured items, kits, and service products.
• Supply Chain Management – Rootstock automatically drives recommendations based on a variety of factors, while built-in supplier communities offer a direct connection to your supply chain partners.
• Production Management – Rootstock supports multiple manufacturing modes, including hybrid and multi-mode, and lets you manage all work orders for a product on one screen, track costs, and plan capacity down to the resource and day using simple drag and drop tools.
• Inventory Management – View and manage all inventory and costing, including order fulfillment, raw material receipts, component issuance, work order completion, and cycle counting, across multiple locations by lot and serial numbers.
• Finance – All ERP processes automatically roll up into Rootstock Financials, which supports multi-currency and multi-country environments. View real-time KPIs to see the health of your business and use extensive costing capabilities to accurately manage margins.
• Customer Service – Your employees can see a 360-degree view of any customer to quickly answer questions and take actions such as RMAs, warranties, or changes to orders.

In addition to being mobile-ready, Rootstock Cloud ERP on Salesforce offers low-code technology that lets your non-technical users create their own custom workflows using simple drag and drop tools.