Thank you for the review! A single system of record across financials, inventory, and production (GL, stock locations, and cost data in one place, with no more reconciling disconnected spreadsheets) is exactly what Rootstock Cloud ERP is designed to deliver, and it's the same Salesforce platform foundation that makes that unified data model possible.

On cross-domain reporting like sales versus work orders: we hear you, and we'd like to help before you resort to exporting to Excel. While SF reports do have certain limitations, there are likely ways to create the reports you are looking for. Some that come to mind are Joined Reports or Cross Filters, but without knowing the specifics of what you are trying to bring together in a report, it is difficult to offer a solution. Your technical account manager can connect you to resources that can work with you. Your feedback helps us prioritize making these comparisons easier natively, without having to look for an add-on to solve the reporting need.

Thanks for being a valued Rootstock customer!

Hi there,

Thank you for the candid review. You've highlighted the benefit we care most about: with CRM, ERP, and financials on one Salesforce-native platform, you can report and analyze how sales activity flows through to financials without stitching systems together, and the platform's flexibility lets your team tailor the experience and keep finding efficiencies.

We also appreciate the direct feedback on where we need to be better. Streamlining out-of-the-box workflows — including reducing clicks in high-frequency processes — is an active focus of our product and UX investment. On documentation: you're right, and improving the depth, accuracy, and clarity of our documentation and community articles is a priority we're actively working on. If specific articles are inaccurate or missing steps, flagging them through your technical account manager genuinely helps us fix the right ones first. We'd also like to look into the support experience you described, as misunderstandings on requests shouldn't be a recurring pattern, and we'd welcome the chance to review recent cases with you.

Thanks for taking the time to share both what's working and what isn't. This is exactly the kind of valuable feedback that shapes our roadmap.

Thank you for the balanced review. Tracking everything from CRM activity through to cash received in one system — with strong data integrity and no more manipulating disconnected spreadsheets in Excel just to get answers — is the core value of Rootstock Cloud ERP, and we're glad it's also cutting the transcription errors that came from manually creating work orders.

We appreciate the specific improvement areas. On training for a highly customizable system, The Learning Center, the Rootstock Success Community, and your technical account manager can help build internal expertise tailored to your configuration. Rootstock aims to deliver an ERP that isn't just functional, but is a delight for our customers to users. We've focused much of our recent development on improving the user experience, and we think you'll love the new Bank Statement Workbench! This new workbench resolves the common customer pain points we heard from customers like you in the previous tools. And if permission management is creating overhead, our support team can review your setup and suggest simplifications.

Thanks for being a Rootstock customer.

Hi there,

Thank you for the kind review. More consistent, predictable production scheduling and throughput is one of the most valuable outcomes an ERP can deliver, and we're glad Rootstock is providing that along with the full range of core ERP functions. We'll pass the recognition along to our support team! Helping companies with limited internal resources succeed, from system performance to new integrations, is exactly what they're there for.

We're also glad the Rootstock community has been a resource through updates, your Rootforms integration, and the more technical aspects of the system. As you continue building internal expertise, The Learning Center and your technical account manager can help make those tweaks and adjustments feel more within reach. If you feel like additional technical expertise is needed, and you don't want to invest in developing in house, some customers also choose to leverage our Managed Services offering. You can reach out to your Account Manager to see if this is the right fit for you

Thanks for being a Rootstock customer!

Hi Mattthijs,

Thank you for such a clear articulation of what makes Rootstock different. You've captured it exactly: because Rootstock Cloud ERP is built natively on the Salesforce platform, your CRM and ERP share one database and your team's platform knowledge, flows, and automations work across both. That unified foundation is what enables an AI-native ERP for product-centric companies, and it's great to hear it's speeding up your order handling and invoicing.

Your feedback on European financial practices is fair and appreciated. Closing gaps in capabilities for our global customers, including areas like GL account settlement, is an ongoing priority. We'd welcome a conversation between your team and our product group to walk through the current roadmap; your technical account manager can arrange it.

Thanks for being a Rootstock customer and for the thoughtful review!

Thank you so much for the detailed review! Getting every function live at go-live — financials, inventory, and shipping from a new warehouse, plus integrations and automation like automatic invoicing, automated monthly statements, and Amazon — under a hard deadline is a serious accomplishment, and we're glad Rootstock's logical design made it easy to learn even without prior ERP experience. We'll share the kind words with our post-implementation support team, and we're glad suggestions like enabling Financial Analytics have made a real difference in your efficiency and analysis.

On reporting across objects: some of customers end up pleasantly surprised at how deep Salesforce reports can go! But you're right that linking reports can get technical, and you shouldn't have to figure that out alone. Your technical account manager can arrange a session on cross-object reporting approaches. And to help keep up with the pace of upgrades, interactive Learning Hour live classes, consistent release notes, and detailed documentation are some of the ways that we can help your team absorb changes at a manageable pace. We're always open to feedback on how we can make this process easier for you!

Thanks for being a Rootstock customer!

Thank you for taking the time to write us this review! Reducing your monthly close from 5 days to 2 by automating interfaces and eliminating duplicative data entry is a fantastic, concrete result. It speaks to what you highlighted: because Rootstock is built on the Salesforce platform, you can customize with flows, formula fields, Apex, or tools like Excel and Access, with very little risk of upgrades breaking your changes.

Your note on slow-loading forms such as sales order headers is taken seriously, and our product team has been sitting down with our customer service reps this summer to learn more about how we can create a better experience in this area specifically. The development of new Lightning Components has laid much of the groundwork for more performant experiences, like a ~75% reduction in load times when using the Enhanced Rootstock Grid. In the meantime, our support team can review your org's specific configuration, since load times can often be improved case by case.

Thank you again for the review!

Hi Jonathon,

Thank you for the detailed review. MRP setting company-wide stocking levels and DRP directing that inventory to your external warehouses, ultimately replacing manual report reviews and saving users hours every week, is a great example of what integrated supply and distribution planning should deliver. And you're right that being built on the Salesforce ecosystem means the Account and Customer Master are linked out of the box, giving your sales team valuable data with no manual connecting.

On the learning curve: a full ERP does bring more objects than many teams are used to, and adjusting from a familiar system takes time. The Learning Center and the Rootstock Success Community can help users get comfortable faster, and your technical account manager can suggest role-based training approaches.

Thanks for being a Rootstock customer, and thank you again for this review!

Thank you for the generous review! Rootstock Cloud ERP as the central hub of your company — inventory management, production, invoicing, employee labor, and reporting in one place, integrated with your Warehouse Management System — is the architecture we designed for, and you've described the payoff well: lower costs than running separate systems, and easier analytics because everything lives together.

We'll make sure your principal technical advisor and the support team hear your kind words. Acting "more as a partner than a simple support team" is the standard we aim for. And your point about complexity is fair; a platform this capable has a learning curve, and we're glad the team has been there each time it felt daunting.

Thanks for being a Rootstock customer!

Chris, thank you for taking the time to submit this review! Replacing an on-premise ERP and unifying PLM, CRM, and ERP on a single platform to unlock data insights and capture assembly costing and labor tracking across operations is exactly the kind of thing we love to hear from our customers.

Your feedback on backend complexity is fair. A full ERP data model does span many objects, and it's a bit of an art to leverage complexity to deliver a feature-rich solution while delivering and intuitive end-user experience. We believe we can maintain this balance by staying deeply connected to our users throughout all stages of our development process. If specific areas are creating friction for your team, our support team and the Rootstock Success Community are good resources for understanding how objects relate.

Thanks for being a Rootstock customer!