Nucleus Research Report

Value of ERP & CRM Connectivity

Nucleus interviewed Rootstock customers to identify what customers find to be the primary value indicators of the connectivity between their ERP and CRM solutions.

Key Benefits:

  • Increased employee productivity
  • Reduction in working capital
  • Impressive ROI & cost avoidance


Download the Report


Download the Report

Unified ERP + CRM Designed for End-Users and Built for Customer Success

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Real-time 360-degree visibility of customers and supply chain from ERP to CRM

Reduce IT costs and complexity with one cloud platform built to scale with your digital transformation journey

Save time and increase team productivity across the enterprise, connecting sales, inventory, fulfillment & financial work streams

Trusted data and KPIs across teams with a single data model that minimizes errors

Stimulate user engagement and ease adoption with a user-friendly interface and low-code customization platform

Nucleus Research Recognizes Rootstock as Leader in the 2023 ERP Technology Report

x119 - SMB ERP Technology Value Matrix 2023


The Nucleus Small and Midsized Business (SMB) ERP Value Matrix assessed key challenges for SMBs: greater budget constraints, employee expertise and bandwidth limitations, and tighter timelines than large enterprises.

Rootstock Cloud ERP Software was identified as a leader providing the following value to organizations between $10M - $499M in annual revenue:


  • Balance of usability and functionality
  • Advanced functionality across all core areas
  • Likely to deliver the best ROI
  • Continual investment in new features


By integrating Salesforce CRM with Rootstock Cloud ERP, we now have a 360-degree view of the customer and are using data to continue to transform the business. Rootstock and Salesforce provided the foundation to then develop capabilities that fundamentally drive better business operations and decisions.”


Jeremy Bardet

VP Finance & Operations, Pioneer Motor Bearing

“We can take a CRM transaction and a forecast, and run it all the way through to sales order, revenue booked, inventory, cost of sales, all in Rootstock.”

ben austin

Ben Austin

CFO, SPR Therapeutics