What's the best ERP for Salesforce? It depends on your business model
A guide to choosing the right ERP for Salesforce
What is an ERP?
An ERP (Enterprise Resource Planning) software system typically supports business processes associated with order fulfilment and supply chain management: processing orders and managing inventory either through manufacturing or by ordering through suppliers.
Each ERP solution typically has a combination of features that is more suited to particular business models.
For this reason, it's important to select and ERP that is aligned to your requirements.
Why Choose a Native Salesforce ERP?
While Salesforce is traditionally known for it's Sales, Service and Marketing capabilities, over the years it has evolved to become a powerful, flexible Enterprise-grade business platform.
By choosing to run your ERP natively within Salesforce, you eliminate the usual integration headaches and data silos trying to get your Sales / CRM and ERP platforms to talk to each other.
With a native ERP, data flows seamlessly and business processes can run across business unites, providing a genuine end-to-end experience across sales, finance, operations and customer service.
The Leading Salesforce-Native ERP Options
The Salesforce AppExchange hosts a range of ERP applications. Each focuses on a different business type or organisational size.
Certinia (formerly Financial Force)
Best for: Professional services and enterprise organisations
Built natively on Salesforce, Certinia provides Professional Services Automation (PSA) and financial management. Certinia is great for companies that sell consulting services, manage billable projects or handle complex revenue recognition. However, implementations can be expensive, and the system may exceed the requirements (and budget) of smaller companies. https://www.certinia.com/
Rootstock Cloud ERP
Best for: Manufacturing and Distribution
Rootstock provides rich capabilities for production, inventory and supply chain management, all on Salesforce. It's an appropriate choice for companies who build, assemble or distribute physical products and need large scale manufacturing capabilites. The trade-off is that implementation complexity is therefore higher than simpler ERPs. https://www.rootstock.com/
Accounting Seed
Best for: Organisations wanting native accounting and finance
Accounting Seed covers genreal ledger, accounts receivable, accounts payable and financial reporting, all within Salesforce. It's a good option for companies that already have operations systems but want their financials native to Salesforce. It's not a full ERP for manufacturing or logistics, but can be integrated with other applications. https://www.accountingseed.com/
NAO ERP
Best for: Best for small to mid-sized product-centric businesses; wholesalers, distributors, resellers and light manufacturers.
NAO ERP is a 100% native Salesforce ERP combining sales, purchasing, inventory, order management, fulfilment and logistics. NAO ERP is designed for SMBs that want the power of a Salesforce ERP without the enterprise-grade cost or complexity, making NAO ERP an excellent choice for a Salesforce inventory management system. https://www.nao-erp.com
| Solution | Typical Deployment | Business Scale | Implementation Complexity |
|---|---|---|---|
| Certinia | 6 - 12 months | Enterprise | Moderate - High |
| Rootstock | 4 - 9 months | Mid - Enterprise | Moderate |
| Accounting Seed | 2 - 4 months | Small - Mid | Low |
| NAO ERP | 2 - 5 months | Small - Mid | Low |
| Business Type | Recommended Solution | Key Focus |
|---|---|---|
| Professional Services & Project Firms | Certinia | Comprehensive PSA, billing, and finance alignment. |
| Manufacturers & Distributors | Rootstock | Advanced MRP, BOMs, inventory, and fulfillment. |
| Finance-Driven Organizations | Accounting Seed | Streamlined native accounting within Salesforce. |
| Product-Centric SMBs | NAO ERP | Complete order-to-cash visibility for wholesalers and retailers. |
Like to know more?
If you're interested in learning more about NAO ERP and how it can streamline your processes and simplify your technology stack, book a no-obligation call.
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