Rootstock is a modern ERP built fresh and completely on the Salesforce Platform, having functionality which is broad and deep from Sales to Customer Service, Engineering to Production and Supply Chain to Inventory Rootstock ERP boasts of being the only ERP available on the Salesforce Platform and is built from scratch, unlike many other traditional ERPs which built their cloud version from the On Prime Solution. 

Rootstock being a fully integrated system on salesforce gives the tools users need to manage their entire enterprise from the front office to the back office. Rootstock ERP is agile, quick and easy to implement with very little IT involvement. Being on cloud, it is easy to support and can be supported remotely thereby giving a tremendous advantage to the enterprise. 

Size, Users, Usage can be increased/decreased dynamically without having to bother about hardware addition/removal. Security, Audit, and Backup become easy as these are taken care of Salesforce Platform as per global standards.

Steps for Rootstock ERP Implementation.

All system Implementation Projects, regardless of their size, require the same general flow of events. Depending on the specific nature of a Rootstock Implementation Project, the individual steps of the Project may be emphasized or de-emphasized, lengthened or shortened, or reorganized in sequence, but all steps must be taken, or at least their omission must be appropriately justified. 

A well-planned and executed Rootstock ERP implementation are critical to the short-term, efficient utilization of the Customer’s staff as well as the long-term success of the resulting system.

Implementation Flow Chart


Benefits of Rootstock Cloud ERP software over other Cloud ERP software

The Rootstock cloud ERP solutions are improved by capabilities made achievable only by the agile nature of cloud ecosystems. It allows the real-time authority of manufacturing, distribution and supply chain operations from front to back, anytime and anywhere.

  • Investing in innovation rather than infrastructure
  • Ease of access and higher integration
  • Zero maintenance and lower investment
  • Reduced pressure in maintenance
  • Quick Implementation and ROI
  • Flexibility/Agility
  • Scalability
  • Availability/Disaster Recovery
  • Ease of Upgrades
  • Subscription Pricing
  • Improved Security

Pitfalls of implementing a cloud ERP

Although cloud ERP has significant advantages, real-world factors will continue to drive some prospects to consider hosted ERP as well. Considering this reality, the following factors in deciding whether to consider cloud ERP solutions and/or hosted ERP on the shortlist.

Functionality fit: 

Traditional on-premises ERP offerings are functionally rich, and there are systems to satisfy the needs of organizations in every industry. Cloud ERP providers have made great progress in serving many industries, but there are still some sectors where there are functional gaps in meeting the needs of an organization. Rootstock has coverage for most of the Manufacturing, Service, Retail and Healthcare industries.

Regional coverage: 

Cloud ERP offerings lack geographic coverage or localizations in some parts of the world. Rootstock has coverage for most of the global locations and is fast working to provide solutions for the rest.

Customization/integration requirements:

Cloud ERP using its capabilities to allow easy incorporation of customer-specific business logic in a cloud ERP multi-tenant environment. However, for extensive customization or complex integration with legacy systems or third-party services, the only choice may be to modify source code or build custom integration logic. Being on the Salesforce platform, Rootstock can integrate with any third-party solution using standard protocols. 

Compliance requirements:

In some environments, such as medical devices or pharmaceutical manufacturing, regulatory bodies mandate that a customer demonstrate control over systems used to support compliance. Rootstock has the functionality to provide most of the regulatory requirements of the Manufacturing and Healthcare industries.


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Tips to make Rootstock Implementation most successful

Involvement of commitment: 

The implementation of an ERP system affects every department (Engineering, Procurement, Materials, Production, Sales, Accounting). There will be changes to present procedures and it may be that the changes in one department seem like ‘extra work’; yet for the efficient operation of the entire organization, there is less work and more timely information available once the system is live.

Effective Project Team:

An effective Project Manager for the company, well-respected throughout the organization, will help keep executive management involvement balanced and the more time dedicated to the project management daily will go a long way in ensuring that the implementation will be completed in a timely fashion. 

Every successful implementation has some time commitment from the key IT resource that is familiar with the Salesforce administration. 

Clean Data:

There is always a great requirement of data clean-up and conversion, whether from another automated system, a manual one, or a combination of both in the legacy system. And then giving clean data into the new ERP System helps both the parties in a successful implementation.


Rootstock has functionality from Sales to Customer Service, Engineering to Production and Supply Chain to Inventory Rootstock ERP. This Rootstock technology is one of its kind delivering an immense functional Cloud ERP for different sectors. Rootstock ERP operates the entire company from the front office to the back office.

By keeping all the steps, its functionality, benefits, and pitfalls in mind one can successfully do Rootstock ERP Implementation with ease. Choosing the right  Rootstock ERP Implementation Partner may suggest you how to set up it quickly and easily.