NAO ERP Salesforce Edition
Learn how a Salesforce ERP streamlines your business operations with a single 360 view. NAO ERP is designed for retailers, wholesalers, distributors and made-to-order manufacturers.
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.
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).
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Combining the power and flexibility of Salesforce with the features of NAO ERP gives you an out-of-the-box ERP solution with the ability to customise to your requirements.
Learn MoreSalesforce's automation features give you the flexibility to automate your business processes.
Salesforce is a flexible platform, which means you can easily add new fields to accounts, contacts, leads, opportunities and sales orders, as well as build custom reports and dashboards.
The Salesforce mobile app means that you can take your CRM and ERP with you. Wherever you are, you have access.
Salesforce is cloud-native with world class security and availability.
“NAO ERP has been our "one stop shop" to finally stop using multiples of other software packages.
We now can easily sit within only salesforce for 95%+ of our business practices. From Field Service work orders & job management, invoicing, ordering stock and more Nao ERP has really transformed the way we run our company.”
NAO ERP is a great option if you:
Contact us for a tailored demonstration.
Book a consultation to assess whether NAO ERP is a good fit for your business. We can provide a tailored demonstration of NAO ERP features.
