Company: Rootstock Software, San Ramon, CA
Company Description: Rootstock Software provides the leading ERP for product companies, empowering manufacturers, wholesalers, and distributors to turbocharge their operations. Natively built on the Salesforce Platform, Rootstock is a modern, future-proof ERP with a fresh user experience. Customers appreciate Rootstock’s focus on their success—providing AI decisioning capabilities but with a human-first approach.
Nomination Category: New Product & Service Categories - Technology Solutions
Nomination Sub Category: Cloud Enterprise Resource Planning (ERP) Solution
 Nomination Title: Rootstock Software's Manufacturing Cloud ERP
- Which will you submit for your nomination in this category, a video of up to five (5) minutes in length about the nominated new or new-version product or service, OR written answers to the questions for this category? (Choose one):
Written answers to the questions
- If you are submitting a video of up to five (5) minutes in length, provide the URL of the nominated video here, OR attach it to your entry via the "Add Attachments, Videos, or Links to This Entry" link above, through which you may also upload a copy of your video.
- If you are providing written answers for your submission, you must provide an answer to this first question: If this is a brand-new product, state the date on which it was released. If this is a new version of an existing product, state the date on which the update was released:
Rootstock Software, a recognized leader in the Manufacturing Cloud ERP space, launched two new updates within the past year:
WINTER ’25 RELEASE
On December 3, 2024, Rootstock Software launched its Winter ’25 Release, which features a suite of customer-driven updates that streamline critical processes and introduce enhanced functionality and AI-ready capabilities across sales & operations (S&OP) and Rootstock Financials. This new release equipped manufacturers with powerful tools to achieve greater automation, efficiency, and command over key business processes.
With this latest version, customers gain precise control over sales and financial transactions, accelerated workflows, and advanced analytics—all designed to address real-world needs voiced by our customers. The Winter Release also includes the launch of our Idea Factory, which we use to solicit product ideas and enhancements from customers. We also delivered our first customer-submitted feature. This milestone demonstrates how our customers directly shape the evolution of our Manufacturing Cloud ERP solution, and it ensures that our platform continues to anticipate and meet their future needs.
Key highlights of the Winter ‘25 Release include:
- THE ROOTSTOCK IDEA FACTORY. This new portal allows customers to contribute product ideas, prioritize enhancements by voting for them, and track ideas to completion. In this way, users can see their impact on Rootstock's product roadmap. The Idea Factory strengthens Rootstock's customer-driven approach, enabling users to directly influence future ERP development. As proof of its impact, Rootstock has delivered its first customer-submitted feature—which was improved navigation in its Lightning Console. This enhancement simplifies navigation and enhances workflow efficiency while illustrating customer-driven development through the Idea Factory.
- NEW SALES ORDER QUICK ENTRY. Rootstock has streamlined its Sales Order entry process. This enhancement is designed to save time and increase efficiency. It also aligns with Rootstock's commitment to make its Cloud ERP easy-to-use.
- ENHANCED GRIDS TO LAUNCH WORKFLOWS. Updates to Rootstock Data Grids now support custom workflow actions, offering added configuration for users to have a more tailored experience. Users can launch workflows directly from grids. Upon completion, grids refresh, keeping workflows smooth and up to date. With this capability, users and admins gain greater control over settings and customizing workflows.
- ENHANCED SALES ORDER CONTROL AND PROCESSING. Users can now reprice sales orders, customize actions on sales and invoices, and streamline order fulfillment by processing orders for which there is sufficient inventory. New settings allow for greater configuration, credit checks, and intercompany sales. These updates simplify complex sales and provide users with more flexibility.
- NEW FINANCIAL CONTROLS AND VAT FLEXIBILITY. Finance teams can specify accounting dates for accounts receivable (AR) transfers, customize value-added tax (VAT) settings, and manage VAT classes for more accurate tax management. Additional controls simplify data reporting when mergers and acquisitions have occurred, ensuring seamless consolidation of financial data across entities. Enhanced vendor prepayment processes further empower finance teams to operate with precision and efficiency.
- ADVANCED FINANCIAL ANALYTICS. Rootstock also introduced new capabilities to support financial analysis and decisions. Users can now perform various comparisons in Rootstock Financial Analytics (RFA), including variance analysis against prior year data. Inventory valuation enhancements provide more granular insights, and automated service item processing simplifies workflows. Additionally, integration with leading product lifecycle management (PLM) systems ensures seamless data exchange, enabling better decision-making across operations.
- ENHANCED TRANSACTIONAL CAPABILITIES WITH AI. Rootstock has streamlined critical transactions and optimized operational control. Users can now select from multiple templates for Sales Orders and Purchase Orders, and they can automate labor transactions for final work order operations. Updates to material requirements planning (MRP) provide greater flexibility, while planned MRP++ capabilities leverage predictive and generative AI to forecast lead times, anticipate production bottlenecks, and dynamically adjust procurement.
- ROOTSTOCK ERP AGENTS. Rootstock has introduced proof of concepts for Rootstock ERP Agents that integrate ERP and CRM data to deliver greater AI-driven automation and intelligence. These agents streamline workflows by autonomously handling tasks like procurement and production scheduling and analyzing data in real time to optimize operations and reduce human error. Agents will also help to bridge the generational skills gap by embedding expertise into business processes. Rootstock ERP Agents will empower manufacturers to stay agile, address labor shortages, and increase operational efficiency.
The press release for the Winter ’25 Release can be found here:
https://www.rootstock.com/press-releases/rootstock-software-unveils-winter-25-release/
This video features the key innovations in the Winter ’25 Release:
https://www.youtube.com/watch?v=hjLk7ri96ww
SPRING ’25 RELEASE
On April 2, 2025, Rootstock Software launched its Spring '25 Release, a major milestone that includes a sweeping user experience (UX) uplift and a host of financial and AI-driven enhancements. Together, these updates are designed to help manufacturers boost productivity and respond quickly in today’s fast-paced market.
With this release, Rootstock provides manufacturers with the tools they need to operate with greater clarity, speed, and agility—all driven by a modern UI, powerful financial functionality, and AI-driven capabilities across their operations.
- UX UPLIFT: A MODERN DESIGN BUILT FOR SPEED AND SIMPLICITY. The Spring '25 Release introduces the first wave of Rootstock’s UX uplift initiative, rolling out across 200 Lightning record pages. The updated experience will be introduced in phases throughout the year and across various modules. The redesign focuses on four key areas: clarity, efficiency, consistency, and usability. These enhancements enable faster data entry, minimize clicks and screen transitions, and introduce smart layouts that adapt to the task at hand—resulting in measurable productivity gains across key business processes. By standardizing layouts and reducing visual clutter, the new experience also shortens user training time.
- NEW 360-DEGREE PAGES: COMPLETE VISIBILITY IN A SINGLE VIEW. With various redesigned master pages, users will be able to view everything from contacts and orders to pricing, credits, and invoices—all in one consolidated page. Tabbed layouts surface the most relevant information, while collapsible panels provide access to additional details without overwhelming the user. These 360-degree pages reduce the need for cross-navigation and provide a holistic view of the business, including key relationships. The result is enhanced visibility, faster decision-making, and improved data views that support intuitive workflow.
- REAL-TIME INVENTORY SYNC WITH FIELD SERVICE. Rootstock now provides real-time inventory visibility within field service workflows, enabling technicians and dispatch teams to access the most up-to-date information. By closing a long-standing gap in inventory tracking from the field, this integration helps teams act with greater confidence and precision—streamlining service workflows, ensuring accurate fulfillment, and reducing delays.
- AI in Quick Entry and Quick Orders. Rootstock continues to leverage AI to increase automation and efficiency. In this release, Rootstock’s AI engine AIRS™ is now embedded into Quick Entry and Quick Order screens. By analyzing customer history and common buying patterns, AIRS intelligently recommends products, enabling sales teams to anticipate a customer’s needs and build orders faster and with greater accuracy.
- Financial Enhancements: Greater Flexibility and Automation. The Spring '25 Release also includes a major set of updates for Rootstock Financial users, including:
- PO/AP Match Workbench 2.0: The centerpiece of the financial updates, this new workbench replaces the legacy purchase-order/accounts-payable (PO/AP) match interface with a redesigned experience.
- Save Filters in Rootstock Financial Analytics (RFA): This enhancement is in response to a customer suggestion submitted through the Rootstock Idea Factory. Now, users can save custom report filters in RFA.
- Suppress Posting to Future Periods: Gives finance teams more control over the timing of transaction posting.
- Move to ICU Locale: Ensures better localization support and formatting consistency for international users.
- Manufacturing Operations Enhancements. To support operational efficiency, Rootstock added new functionality across manufacturing modules:
- Distribution requirements planning (DRP) now supports alternate items, allowing manufacturers to adapt more easily to supply chain changes.
- Notes added to requisitions will automatically carry forward to purchase order lines, enhancing procurement traceability.
In summary, the Spring '25 Release represents the result of close collaboration between Rootstock’s customers—and its our own vision for what’s next. From embedded intelligence to a modern, flexible user interface, we’re laying the groundwork for capabilities like AI agents, atomic ERP, and touchless capabilities, which will move Rootstock and its customers—closer to that future.
The press release for the Spring ’25 Release can be found here:
https://www.rootstock.com/press-releases/rootstock-software-launches-spring-25-release-redefining-the-modern-erp-experience-for-manufacturers/
This video features the key innovations in the Spring ’25 Release:
https://www.youtube.com/watch?v=xM0GbGtajFI
- If you are providing written answers for your submission, you must provide an answer to this second question: Describe the features, functions, and benefits of the nominated product or service (up to 350 words):
Total 341 words used.
Rootstock Software provides the leading ERP for product companies, empowering manufacturers, wholesalers, and distributors to turbocharge their operations. Natively built on the Salesforce Platform, Rootstock is a modern, future-proof ERP with a fresh user experience. Customers appreciate Rootstock’s focus on their success—providing AI-ready decisioning capabilities but with a human-first approach. IT teams value Rootstock’s platform as it minimizes the need to coordinate complex customizations and third-party integrations.
Rootstock offers the following benefits:
BUSINESS TRANSFORMATION
- COMPREHENSIVE CONTROL: Rootstock Cloud ERP enables manufacturers to have intelligent control over costs, logistics, materials, production, and more.
- ENTERPRISE VISIBILITY: With Rootstock, manufacturers connect internal teams to customers and suppliers. In this way, they gain real-time, 360° visibility of their entire value chain. Rootstock also connects with other enterprise solutions.
A FUTURE-PROOF SOLUTION
- CONNTECTABILITY: Rootstock ERP is built on the next-generation Salesforce Cloud Platform. As such, it natively connects a manufacturer’s operational data with sales, finance, customers, and other information.
- TRUSTED DATA: The ERP platform uses a common data model, automated workflows, and collaborative tools to simplify and connect a manufacturer’s end-to-end business. With all team members looking at the same data, a company will experience fewer errors and gain greater confidence in its business metrics. Manufacturers benefit from accurate reports and dashboards, which empower leaders to make better, more informed decisions.
ACCELERATED SUCCESS
- EMPOWERED USERS. Rootstock strives to provide an intuitive user experience. Users can then be onboarded and ramp up quickly. In addition, Rootstock’s Learning Center provides a world-class environment to speed up adoption and increase productivity. This ensures that manufacturers have the knowledge and support to reap the full benefits of Rootstock ERP to manage their entire operations—from inventory and supplier collaboration to financials.
- CUSTOMER SUCCESS: Rootstock’s Professional Services team uses tools like QuickStart and wizards to streamline a customer’s deployment and time to value. They also help to configure Rootstock to meet their needs. From there, Rootstock’s Customer Success Team helps to answer questions, recommend process enhancements, and deliver greater productivity.
For more information, here’s Rootstock’s general brochure:
https://www.rootstock.com/wp-content/uploads/2024/07/MFG-Brochure-English-2024-Final.pdf
- If you are providing written answers for your submission, you must provide an answer to this third question: Outline the market performance, critical reception, and customer satisfaction with the product or service to date. State monetary or unit sales figures to date, if possible, and how they compare to expectations or past performance. Provide links to laudatory product or service reviews. Include some customer testimonials, if applicable (up to 350 words):
Total 332 words used.
Rootstock continues to cater to the needs of customers by providing industry-specific capabilities, self-service analytics, and easy-to-configure functionality. Through Rootstock’s ongoing new releases, the company has received recognition and accolades from customers, analysts, and media.
GROWTH & RETENTION:
- Rootstock's annual growth rate was ~30%, with 20% in R&D investments. It operates in 15 countries and continues to grow globally.
- Among customers, Rootstock had a 100% retention rate in the last year.
ANALYSTS:
- Rootstock was named the #1 ERP for small to midsize businesses (SMBs) by Technology Evaluation Centers (TEC) based on product functionality and user experience (UX): https://www.rootstock.com/press-releases/rootstock-named-1-erp-solution-for-smbs-in-2025-tec-insight-report/
- TEC’s research noted that Rootstock’s strong customer engagement, ease of implementation, and high satisfaction ratings make it a top choice for SMBs looking for an ERP that can evolve with their business.
- For a third year in a row, Rootstock ERP earned a “Leader” ranking on Nucleus Research’s SMB ERP Value Matrix: https://www.rootstock.com/press-releases/rootstock-software-recognized-as-an-erp-leader-in-the-nucleus-research-2024-smb-erp-value-matrix/
- Samuel Hamway, analyst at Nucleus Research and lead author of the report, said, “Rootstock ERP offers many of the trending capabilities manufacturers are looking for, including AI, analytics, supplier collaboration, balancing production capacity, and more. Built on the Salesforce Platform, Rootstock natively connects with CRM and other ecosystem solutions, enabling manufacturers to assemble a data cloud for manufacturing. As a result, Rootstock customers referenced for this report experienced improved visibility across their enterprise, streamlined operations, and an enhanced ability to service customers.”
CUSTOMERS:
MEDIA:
- You have the option to answer this final question: Reference any attachments of supporting materials throughout this nomination and how they provide evidence of the claims you have made in this nomination (up to 250 words):
Total 174 words used.
Supporting materials include:
- TWO PRESS RELEASES are linked in this award application to show Rootstock’s two product releases in the past year.
- TWO PRODUCT RELEASE VIDEOS are linked in this application to illustrate the innovations in Rootstocks two product releases:
- BROCHURE. The Rootstock Manufacturing Cloud ERP product brochure is linked in the application. It describes all of Rootstock Manufacturing Cloud ERP features, benefits, and capabilities.
- THIRD-PARTY REVIEWS. To demonstrate Rootstock’s benefits and prestige, the following were also included in this application:
- Two press releases about analyst reports (TEC and Nucleus Research) that ranked Rootstock as the #1 ERP and a “Leader” in the ERP space, respectively.
- Three customer testimonial videos, discussing why they selected Rootstock, as well as the operational and financial capabilities of the system.
- Solutions Review article, ranking Rootstock as one of the top 22 ERP solutions.
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