Aug. 1 2022 – Nubik has become a Deloitte business. Read the press release.
In 2019, Rootstock Software launched an ERP Connector for Field Service Lightning to support financial management and field service operators. Manufacturers who have implemented Rootstock Cloud ERP with Field Service are using it to create invoices from work orders and leverage a 360-degree view of costs to enhance their financial results.
What can Rootstock’s ERP Connector do for you? Let’s find out:
Rootstock Software Debuts ERP Connector to Salesforce Field Service Lightning
Today, many manufacturers want to manage field service operations as an independent business unit with its own profit and loss – or at least more closely oversee the revenue and expenses related to these operations. Consequently, they need to equip their field service departments with the tools and data needed to enhance profitability, administrative efficiency, and customer service.
“Field service managers are often disconnected from financial information and struggle to control and manage their financial performance,”
According to the announcement, Rootstock’s ERP Connector provides the following key features and capabilities, which support financial management of field service operations:
“Now, with our ERP Connector, they have this data at their fingertips, so they’ll have more visibility into and control over the finances of their operations. Our connector enables them to streamline administrative functions, such as generating invoices, and at the same time, it can enhance invoicing accuracy, which bolsters customer experience and satisfaction,” added Brennan.
Rootstock is the next-generation, cloud ERP solution that fully leverages the Salesforce platform. This powerful platform builds off of your existing products, sales and customer data, business objectives and business rules in Salesforce to provide a complete end-to-end view of your manufacturing operations, inventories, supply chain, and finances.