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

Transcription

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

2 The #1 ERP system for companies that manufacture, distribute, service and/or repair goods on the Salesforce Platform. We serve emerging growth, midsized and enterprise companies including those replacing legacy and entry level ERP systems. 2

3 Manufacturing is Changing So Should ERP 3

4 From Mass Production To Personalization You can have any color, as long as it s black. 4

5 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 5

6 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 models are changing It s about the customer Business Models Single Mode ie Make to Stock Hybrid - mode & Personalized Projects Flexibility is key Differentiation Collaboration Lower Costs, Limited Product Differentiation Disconnected Everything Personalized Products & Customer Experience, Connected People, Data & Things Need digitally connected people, data and things Employee Profile Unskilled Worker Knowledge Worker 6

7 Mind The Gap The Customer Falls Though Your Departmental and CRM/ERP System Gaps CRM 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 ERP Rootstock Software

8 Rootstock Cloud ERP Flexible Modern Connected 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. 360 View Know everything about your customer and your business across ERP and CRM Rootstock Software

9 Multi-Mode Flexibility Hybrid manufacturing Make to stock Personalized Manufacturing Make to order Engineer to order Configure to order 9

10 Customer Centricity Requires Flexible Operations Multi-Everything Estimating, quoting, configuring Scheduling and capacity planning Price books & product types MRP & DRP Standard, average & project costing BOM s and routings Lot & serial# control 10

11 Modern ERP on a Modern Cloud Platform SALES SALES ORDER PROCESSING ENGINEERING SUPPLY CHAIN PRODUCTION INVENTORY LOGISTICS FINANCIALS CUSTOMER SERVICE Reporting Dashboards Einstein Analytics & AI AppExchange IoT Chatter Workflow Mobile Communities 11

12 Modern ERP on the #1 Cloud Platform Clicks not code approach Secure and reliable AppExchange Mobile ready Stay current 12

13 Digitally Connected People, Data and Things Employees Customers Distribution Partners Suppliers & Subcontractors 13 IoT

14 Complete 360 View of your Customer on Salesforce Service Marketing Finance Your Customers Sales Operations 14

15 One Cloud, One Platform, One View Service Marketing Finance Sales Operations 15

16 Rootstock Cloud ERP & Salesforce CRM Financial Reporting sales cloud Estimates & Quotes Configuration Management Sales Orders Pricing Books Flexible Product Types Requisitions Purchase Management Materials Requirements Planning (MRP) Distribution Requirements Planning (DRP) Replenishment Lot Control Serial Tracking Item Attributes Allocations Cycle Counting General Ledger (G/L) Avg & Std Costing Accounts Payable (AP) Accounts Receivable (AR) Budgeting Recurring Billing/Subscriptions Cash Management service cloud Sales Tax Management Supplier Communities Consigned Inventory Credit & Collections SALES Lead Management Opportunity Management Account Management CPQ SALES ORDER PROCESSING ENGINEERING Bill of Materials (BOM) Routings Product Costing Engineering Change & Revision Control SUPPLY CHAIN PRODUCTION Work Order Management Scheduling & Capacity Planning Shop Floor Control Mixed Production Modes Project Manufacturing Subcontractor Management Disassembly Quality Management INVENTORY LOGISTICS Shipping & Receiving Inbound/Outbound Picking Barcode Scanning RootScan Mobile FINANCIALS CUSTOMER SERVICE Returns Contracts Warranties Device History Entitlements Case Management Field Service Customer Communities 16

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18 Success Metrics and Results of using Rootstock 18 Manufacturing & Operations Reduced cycle times from 4 weeks to 2 weeks Launched Quick Ship Monogram program Reduced calls to service center by 10x Financial Performance Grew sales by 15% while simultaneously keeping inventory flat Reduced year-end inventory variance by $80k 223% ROI over just six months* Culture of Innovation Collaboration across the business Technology enables creative problem solving Customer at the center of our business systems *see study by Nucleus Research

19 Q&A The Differences Between Cloud and Hosted ERP, and Why They Matter Contact Us: Phone: URL: 19