Salesforce

Salesforce

Salesforce is the world’s #1 Customer Relationship Management (CRM) platform. Our cloud-based applications for sales, service, marketing, and more don’t require IT experts to set up or manage — simply log in and start connecting to customers in a whole new way.

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.

Achieve operational synergies and stay ahead of you 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.