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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.

What is an ERP?

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.

Why Choose a Native Salesforce ERP?

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/

Certinia (formerly Financial Force)

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/

Rootstock Cloud ERP

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/

Accounting Seed

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

NAO ERP

Implementation at a Glance

SolutionTypical DeploymentBusiness ScaleImplementation Complexity
Certinia6 - 12 monthsEnterpriseModerate - High
Rootstock4 - 9 monthsMid - EnterpriseModerate
Accounting Seed2 - 4 monthsSmall - MidLow
NAO ERP2 - 5 monthsSmall - MidLow

Matching the Right ERP to Your Business Model

Business TypeRecommended SolutionKey Focus
Professional Services & Project FirmsCertiniaComprehensive PSA, billing, and finance alignment.
Manufacturers & DistributorsRootstockAdvanced MRP, BOMs, inventory, and fulfillment.
Finance-Driven OrganizationsAccounting SeedStreamlined native accounting within Salesforce.
Product-Centric SMBsNAO ERPComplete 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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