Why choose Salesforce for an ERP?

Running your ERP 100% natively on the Salesforce platform. means that you have no integration challenges, no silos and no disconnects between your CRM, your ERP and your customer service platforms.

Information and processes flow seamlessly, from lead management through to your opportunity pipeline, from quotes to sales order management through to fulfilment and logistics, purchasing and inventory management.

Salesforce is one of the top business platforms globally, by installing NAO ERP within Salesforce you instantly have a seamless flow of data between key business processes.

Lead Generation

Manage inbound and outbound leads via Salesforce Sales Cloud.

Nurture leads with the Salesforce Marketing Suite including Salesforce Marketing Cloud and Salesforce Marketing Cloud Account Engagement (Pardot).

CRM and Account Management

NAO ERP extends CRM and Account Management with account level price books, account tiering and account call cycles.

Your sales representatives and Business Development Managers (BDM) have instant access to purchasing history via sales order data, invoice history and service history – all visible directly in the Account dashboard.

Account plans allow you to define strategic goals for each account.

Opportunity and Quote Management

Manage your customer opportunity pipeline with Salesforce Sales Cloud.  Sales Cloud gives you best-of-breed sales management features with opportunities flowing seamlessly to NAO ERP.

Account level pricebooks ensure that correct pricing is applied to each customer.

Flexible document templates allow you to customise your quote or presentation layout.

Sales Order Management

Seamlessly manage phone, online and manual orders in one system.

Once activated, sales orders are available immediately for fulfilment. 

Multiple order picks allow you to manage back order fulfilment. 

Order Fulfilment

Process orders via barcode scanning, including tracking serial numbers, batch numbers and batch / expiry dates.

Automatically generate and issue order confirmations, packing slips and invoices.

E-Commerce and Online Orders

Online orders flow automatically to NAO ERP. 

Use a native connector, a third-party integration from the Salesforce AppExchange, or integrate directly via an Open API. 

Common integrations include Shopify, WooCommerce, StoreConnect, eBay and Amazon.

Purchasing and Inventory Management

Track inventory levels and streamline purchasing, including goods receivable and weighted average cost calculations. 

Track serial numbers, batches, usage dates and country of origin.

Stay in control with low stock alerts and automated purchase order generation for re-orders.

Customer Service

Deliver world-class customer service with all sales order information and product knowledge instantly available to your Customer Service team.

Salesforce Service Cloud gives you best-of-breed service management capabilities.

Online Customer Portals

Salesforce Experience Cloud provides your B2C and B2B customers with an online portal for order placing, support and customer service.

A knowledge base provides instant access to information.

Partner portals give you shared lead and opportunity management for B2B wholesale and distribution business models.

Online chat features via Agentforce AI allow for genuine customer self-service.

Field Service

if you are providing onsite servicing to your customers, NAO ERP works seamlessly with Salesforce Field Service, including streamlining work orders with inventory and invoicing.

Marketing

Salesforce has a range of marketing options including the email marketing features that are a standard part of the platform. 

Additional marketing capabilities are available via Salesforce Marketing Cloud and Marketing Cloud Account Engagement (Pardot). 

Integrations are also available for a range of marketing systems including Hubspot, Klaviyo, Mailchimp, Active Campaign and Campaign Manager, with most marketing tools providing integrations to the Salesforce platform.