why integrated erp & crm is critical in today's age of the … · 2019-03-04 · costing...

Why Integrated ERP & CRM is Critical in Today's Age of the Customer

© 2019 Rootstock Software2 © 2019 Rootstock Software2

We serve emerging growth, midsized and

enterprise companies including those replacing

legacy and entry level ERP systems.

The #1 ERP system for companies that

manufacture, distribute, service and/or repair

goods on the Salesforce Platform.

© 2019 Rootstock Software3

Manufacturing is Changing – So Should ERP


From Mass Production To Personalization

“You can have any color,

as long as it’s black.”


“The Age of the Customer”

”Automation will be central to the next phase of digital transformation, driving new

levels of customer value such as faster delivery of products, higher quality and

dependability, deeper personalization, and greater convenience.”

Source: Forrester Research, “What We Believe”


Manufacturing is Changing – Legacy ERP Has Not!

Legacy ERP Modern Cloud ERP

Focus Production Centric Customer Centric

Drivers Standardization Personalization

Costing Standard Costing Average/Project Costing

Production Manufacturing Lines Additive (3D) Printers

Business ModelsSingle Mode

ie Make to Stock

Hybrid - mode &

Personalized Projects

DifferentiationLower Costs, Limited

Product Differentiation

Personalized Products

& Customer Experience,

CollaborationDisconnected

Everything

Connected People,

Data & Things

Employee Profile Unskilled Worker Knowledge Worker

Business models are changing

It’s about the customer

Flexibility is key

Need digitally connected

people, data and things


Mind The Gap

The Customer Falls Though Your Departmental and CRM/ERP System Gaps


CRM ERP• Multiple customer records

• Multiple data sources

• Spreadsheets proliferate

• Sales/Service cut off from Ops.

• Ops. cut off from Sales/Service

• Poor front-to-back processes

© 2019 Rootstock Software8 © 2018 Rootstock Software8

Flexible Modern Connected


360° View

Rootstock Cloud ERP

Improve operational

agility to adapt quickly to

customer needs and

business changes.

Experience a modern,

customer centric cloud

platform that evolves

with your business.

Connect people, data and

things. Stay in close touch

with your customers,

suppliers and employees.

Know everything about

your customer and your

business across ERP

and CRM.


Multi-Mode Flexibility

Engineer to order Configure to order

Personalized

Manufacturing

Make to stock

Make to order

Hybrid manufacturing


Customer Centricity Requires Flexible Operations

Standard, average &

project costing

Price books &

product types

Lot & serial# control

Multi-Everything

Scheduling and

capacity planning

MRP & DRP

BOM’s and routings

Estimating, quoting, configuring


Modern ERP on a Modern Cloud Platform

SALES ORDER

PROCESSINGENGINEERING PRODUCTIONSUPPLY CHAIN LOGISTICSINVENTORY FINANCIALS CUSTOMER SERVICE SALES

ChatterAppExchange MobileIoTEinstein

Analytics & AI

Workflow CommunitiesDashboardsReporting


Modern ERP on the #1 Cloud Platform

Stay current

Secure and reliable

AppExchange Mobile ready

“Clicks not code”

approach


Digitally Connected People, Data and Things

Customers

Distribution

Partners

Suppliers &

Subcontractors

Employees

IoT


Your Customers

Complete 360 View of your Customer on Salesforce

Operations

Marketing

Finance Sales

Service


One Cloud, One Platform, One View

Operations

Marketing

Finance Sales

Service


Rootstock Cloud ERP & Salesforce CRM

Bill of Materials (BOM)

Routings

Product Costing

Engineering Change

& Revision Control

Shipping & Receiving

Inbound/Outbound

Picking

Barcode Scanning

RootScan Mobile

Lead Management

Opportunity

Management

Account Management

CPQ

Work Order Management

Scheduling & Capacity

Planning

Shop Floor Control

Mixed Production Modes

Project Manufacturing

Subcontractor Management

Disassembly

Quality Management

Requisitions

Purchase Management

Materials Requirements

Planning (MRP)

Distribution Requirements Planning (DRP)

Replenishment

Supplier Communities

Financial Reporting

General Ledger (G/L)

Avg & Std Costing

Accounts Payable (AP)

Accounts Receivable (AR)

Budgeting

Recurring Billing/Subscriptions

Cash Management

Credit & Collections

Lot Control

Serial Tracking

Item Attributes

Allocations

Cycle Counting

Consigned Inventory

Estimates & Quotes

Configuration Management

Sales Orders

Pricing Books

Flexible Product Types

Sales Tax Management

Returns Contracts

Warranties

Device History

Entitlements

Case

Management

Field Service

Customer Communities

SALES CUSTOMER SERVICE SUPPLY CHAIN FINANCIALSSALES ORDER

PROCESSINGLOGISTICSINVENTORYPRODUCTIONENGINEERING

sales cloud service cloud


Success Metrics and Results of using Rootstock

Financial PerformanceManufacturing & Operations

• Reduced cycle times from 4 weeks to 2 weeks

• Launched Quick Ship Monogram program

• Reduced calls to service center by 10x

• Grew sales by 15% while simultaneously keeping inventory flat

• Reduced year-end inventory variance by $80k

• 223% ROI over just six months*

*see study by Nucleus Research

Culture of Innovation

• Collaboration across the business

• Technology enables creative problem solving

• Customer at the center of our business systems


Q&A

“The Differences Between Cloud

and Hosted ERP,

and Why They Matter”

http://bit.ly/CloudERPResearch

Contact Us:

Phone: 888.524.0123

Email: [email protected]

URL: www.rootstock.com

http://bit.ly/CloudERPResearch

mailto:[email protected]

why integrated erp & crm is critical in today's age of the … · 2019-03-04 · costing...

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