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How a regional distribution company eliminated manual order entry errors and cut processing time in half by integrating Salesforce CRM with Rootstock ERP.
Zero
Order Entry Errors
50%
Faster Processing
100%
Data Accuracy
Real-time
Order Tracking
Client
Regional Distribution Company
Industry
Distribution & Logistics
Employees
75+
Platforms
This regional distribution company was losing time and money to a fundamental problem: their sales team used Salesforce CRM, but orders had to be manually re-entered into their Rootstock ERP system. Every manual entry was an opportunity for error.
We built a seamless integration between Salesforce and Rootstock that automatically flows orders from CRM to ERP the moment a deal closes—no manual entry required.
The integration transformed their order management process, eliminating errors and dramatically speeding up fulfillment. Orders now flow automatically from sales to operations the moment a deal closes.
With a single source of truth, sales and operations teams finally work from the same data. The sales team can see real-time order status without calling the warehouse, and customers get accurate delivery estimates.
Staff who previously spent hours on manual data entry now focus on higher-value work. Customer satisfaction improved as order accuracy reached 100%, and the company processes orders 50% faster than before.
Let's discuss how we can integrate your CRM and ERP to eliminate errors and speed up your order processing.
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