UniqueITLoading...
How a leading specialty tea retailer implemented Rootstock ERP integrated with their existing Salesforce CRM to unify operations and support rapid growth.
100%
Team Adoption
Unified
Inventory Visibility
Seamless
CRM-ERP Integration
Scalable
Growth Platform
Client
Specialty Tea Retailer
Industry
Food & Beverage Retail
Employees
100+
Platforms
This popular specialty tea retailer was already using Salesforce CRM but experiencing rapid growth that outpaced their operational systems. They needed an ERP solution that could integrate with their existing CRM while providing robust inventory and order management capabilities.
We implemented Rootstock ERP on the Salesforce platform, creating a unified system that leverages their existing CRM investment while adding powerful inventory and operations management capabilities.
The implementation delivered a unified platform that continues to support their growth and operational excellence. With real-time inventory visibility across all locations, the team can now make informed decisions about stock levels and transfers.
The seamless integration between Salesforce CRM and Rootstock ERP means customer orders flow automatically into fulfillment, eliminating manual handoffs and reducing errors. The sales team has complete visibility into inventory and order status.
Most importantly, the platform was built for scale. As the company continues to expand, their systems are ready to grow with them—a foundation for future automation and operational improvements.
Let's discuss how we can help you implement Rootstock ERP with the same care and professionalism.
Get Your Free Assessment