Thank you for the honest feedback, Aine. Navigation frustration is something we take seriously. A lot of it can actually be improved with configuration, like tailoring pages and views to your role, so it's worth asking your admin or having our support team provide a quick session on that. We're glad the core of it is working for you though: customer information and inventory in one place, and less time bouncing between systems. That's the whole point, so we'd love to close the gap on the rest. Thanks for taking the time to share.

We really appreciate you giving us five stars! Complex order handling, shipping, and cost distribution is exactly the kind of work Rootstock was built for, and it's great to hear the Salesforce platform's Apex and Flow tools are letting your team shape the system around the business instead of the other way around. Thanks for the review!

Thank you for the review! "You don't have to ask around anymore" is one of the best summaries of the value of a single system of record we've heard. When everything is documented in Rootstock Cloud ERP, the whole team can find what they need with easy search and navigation, and institutional knowledge stops living in people's heads.

We hear you on click-heavy workflows, and reducing clicks in frequent processes is an active focus of our UX investment. On copying emails between cases: we'd like to understand that use case better, since there may be an existing way to handle it. Please raise it with your technical account manager, and if it's a gap, it will go to our product team as an enhancement request.

Thanks for being a valued Rootstock customer!

Thank you for the kind words, especially about our support and customer success teams. They genuinely care about the people they work with, so I'll make sure this gets passed along to them. Your point about upgrades is fair. When you've tailored the system to your business, updates take more planning, and we're working on making that process lighter, particularly for customers with heavy customization. It's great to hear the flexibility is paying off though, and that connecting with other Salesforce native applications lets you run your order management and logistics in one place instead of juggling separate systems. That's exactly how the Salesforce ecosystem is supposed to work. Thanks for taking the time to share your experience!

Thanks for the honest review, and welcome to the world of ERP! Four months in at your first ERP org is early days, so it's encouraging that you're already finding the documentation and resources useful. You're not wrong about the data model. A manufacturing ERP tracks a lot of moving parts, so there are many objects working behind the scenes, and learning how they connect takes time even for experienced admins. If you haven't already, check out the Rootstock Learning Center and our customer community. Both are built exactly for situations like yours, and your technical account manager can point you to the right learning path for your role.

We'd love to hear how your answer to that last question changes once you've had a full year with the system. Thanks for jumping in and sharing your perspective!

Hi there,

Thank you for the candid review. You're right that there's a learning curve. It's an area we're actively working on, because we know user adoption and ease of implementation matter just as much as functionality. If you're still finding parts of the system hard to get around, I'd really encourage you to connect with your technical account manager, or reach out to us directly. Often a short working session on setup and configuration makes a big difference! That said, it's great to hear the automations are making invoicing more efficient, and that you're getting value from running opportunity to invoice on a single Salesforce ERP platform. That connected quote-to-cash flow is one of the biggest reasons customers pick Rootstock, so we want to make sure the rest of the experience lives up to it.

Thanks again for taking the time to share this valuable feedback.

Thanks for the five stars! Reliable, fast sandbox refreshes might not be the flashiest part of an ERP, but they matter a lot for keeping dev and testing work moving, so we're glad they're saving you time. If your role ever expands into more of the platform, we'd love to hear how that goes too. Thanks for the review!

Thank you for the wonderful review! "It truly breaks the silos"... that's the promise of Rootstock Cloud ERP in one line. Sitting naturally within Salesforce with a unified database and the same user experience as your CRM is what makes the streamlined front office–back office workflow and cross-team collaboration you describe possible.

We're also glad the platform's possibilities are encouraging thoughtful configuration decisions in support of your long-term business goals. That's exactly the right way to build. If we can support that roadmap, your technical account manager is a great resource.

Thanks again for taking the time to leave us a review!

Thank you for the review! Real-time inventory management with under a 2% error rate across your fleet battery, battery tender, and wiper inventory is a great result, and we're glad Platinum Support is delivering the fast resolutions it's designed for.