Why Rootstock ERP + Pimly is an ELECTRIC Combination for Salesforce Businesses

For businesses using Salesforce, integrating Rootstock ERP and Pimly creates a powerful solution that streamlines operations, centralizes product information, and delivers rich, actionable data to both internal and external users. Let’s explore how these systems work together, starting with a new product introduction and following its journey through to its end users.

Step 1: New Product Introduction in Rootstock ERP

Rootstock ERP lays the foundation for product management by handling operational data such as SKU assignment, inventory management, costing, and operational classification. This data is critical for processes like sales order management, inventory tracking, and financial reporting.

Rootstock ERP Product Lifecycle

1. SKU creation
2. Inventory assignment
3. Costing and pricing setup
4. Division-level classification

Step 2: Transition to Pimly for Enrichment

Once operational data is established in Rootstock ERP, it is seamlessly sent to Pimly for enrichment. Pimly allows teams to enhance product records by adding properties, digital assets, localized content, other product/item relationships, and creating different contexts for the product information based on Channels and Locales.

Rootstock ERP to Pimly

• Data flow from Rootstock ERP (operational data like SKU, inventory, cost)
• Data enriched in Pimly (properties, digital assets, relationships, Channel/Locale context)

Step 3: Collaboration Across Multiple User Groups

With Pimly, collaboration becomes a key focus. Teams from product to marketing to sales and compliance can access and contribute to product data in real-time, ensuring consistency, alignment, and accuracy.

Step 4: Dissemination of Rich Product Information

Enriched product data from Pimly flows to both internal users (sales, service teams) and external platforms (commerce sites, marketplaces). This ensures accurate, high-quality product information reaches the right audience.

Data Distribution Flow

1. Centralized Pimly data
2. Internal destinations: Sales Cloud, Service Cloud, Field Sales Apps, PCM, etc
3. External destinations: Salesforce Commerce Cloud, Shopify, Amazon, etc

Case Study: A UK-Based Equipment Manufacturer

To illustrate this workflow, let’s look at a mid-market fishing equipment manufacturer managing ~10,000 SKUs across 10 locales.

When they adopted Rootstock ERP, it provided a robust framework for managing operational data, such as inventory, pricing, and division-level reporting. Pimly then became the hub for enriching this foundational data, enabling the addition of high-quality product images, detailed specifications, and localized content.

Their enriched product data flowed seamlessly to an array ofShopify storefronts and a field sales application, ensuring that both internal teams and external customers had access to the information they needed. This centralized approach reduced data duplication, streamlined workflows, and improved the customer experience.

Why Rootstock + Pimly Works So Well Together

The combination of Rootstock ERP and Pimly PIM within Salesforce creates a seamless, end-to-end product management system that:

• Eliminates Silos: Operational and enriched product data exist within a single ecosystem.
• Enhances Collaboration: Teams work together in real-time within Salesforce, improving efficiency.
• Improves Data Accuracy: With no need for external integrations, the risk of data discrepancies is minimized.
• Boosts Scalability: This solution can grow with your business, adapting to new products, markets, and sales channels.

Conclusion

For businesses operating on Salesforce, the integration of Rootstock ERP and Pimly is more than just a technology solution—it’s a transformative approach to product management. By leveraging the strengths of both systems, companies can achieve operational excellence, enrich their product data, and deliver superior experiences to their customers.

If your business is looking to streamline operations and elevate its product data strategy, Rootstock and Pimly offer the perfect combination.

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