Rootstock Aligns its Sales & Operations Planning Engine with Salesforce
- Consumes Account-Based Forecasting from Salesforce Manufacturing Cloud.
- Rootstock’s planning engine will generate more accurate plans for production and supply chains.
- Sales forecast made simpler to cut down overstocking and stockouts.
Rootstock Software, a leading cloud Enterprise Resource Planning (ERP) solutions has been made available on the Salesforce AppExchange, the company announced on Tuesday. It announced that its 360° Sales and Operations Planning (S&OP) engine will now engage with capabilities from Salesforce Manufacturing Cloud.
The engine is part of Rootstock Cloud ERP which is built on the Salesforce Platform. It is designed for manufacturing, distribution and supply chain organizations.
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Engine Interacts with Salesforce’s Sales Agreement and ABM Forecasting
Rootstock’s powerful planning engine will interact with the Sales Agreement and Account-Based Forecasting features that Salesforce launched in September as part of its Manufacturing Cloud. This synchronization will help manufacturers create more precise production and supply chain plans.
“With connectivity between ERP and CRM, our clients benefit from a continuous, real-time exchange between sales, finance, and operations. Manufacturers use this information to understand demand, optimize profitability and respond to changing customer needs. Our planning engine takes forecasted sales information, assimilates it against operating capacity and constraints, and generates a well-aligned production plan,” said David Stephans, CRO at Rootstock Software.
Here Are The Capabilities Rootstock flaunt
- Provides ERP visibility to sales teams to generate more accurate sales forecasts. Rootstock Cloud ERP provides real-time updates on actual orders, which are consumed into the Sales Agreements held in Salesforce Manufacturing Cloud. The resulting 360° visibility allows sales teams to better manage accounts, monitor progress against agreements and predict future ordering volumes.
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For example, an account manager might notice an account is lagging on agreed-upon quantities, meet with that account and secure increased orders to close ordering gaps.
- Consumes and aggregates account-based forecasts for planning. Rootstock’s planning engine will consume and aggregate vetted data from the Account-Based Forecasting feature of Salesforce Manufacturing Cloud. Updates will occur across a company’s various accounts and products. Forecasts can be compared against existing orders, net current inventory and supplies to generate a go-forward plan for production and procurement. This 360° data and planning alignment process minimizes stockouts and overstocking while improving lead times, cash flow, revenue and profitability.
- Consolidates ERP information on the Salesforce Platform. For companies with multiple ERP systems in different locations or business units, Rootstock’s ERP Data Framework can help consolidate ERP data. Here’s how: Using a tool like MuleSoft Anypoint Platform, ERP data is easily transferred to the Rootstock’s ERP Data Framework on the Salesforce Platform. From this single cloud-based location, account staff can then view ERP data. It updates Sales Agreements and can be used in ongoing account management. In addition, consolidated ERP data will factor into the appropriate sales forecasts to drive more accurate production and procurement across the company.
“These planning engine capabilities – now aligned with the Salesforce Manufacturing Cloud – help to ensure accurate sales forecasts, maximized revenue, and well-orchestrated production plans. We are essentially providing customers with an ongoing feedback loop between sales and operations, so they continually operate from the same page,” added Stephans.
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