The power of AI & ERP
Discover the power of Rootstock ERP. Flexible, scalable and built for smart processes. Balanced Force helps your organisation move forward.
Ask questions in plain language and receive instant insights based on all the information available in your platform. With AI within Salesforce, data from documents is not only recognised, but immediately linked to the right processes.
From invoices to packing slips, contracts or quality marks, AI reads the content and automatically fills in the right data. This way, manual entry is replaced by smart automation, creating room for better decisions and more efficient working.
Real-world examples
AI and Salesforce: practical applications that make processes truly smarter
AI within Salesforce ERP is no longer a thing of the future. Through smart integration with document management via d.velop, manual tasks such as data entry, checking and analysis are largely automated. This creates room for speed, accuracy and better decision-making. The examples below show how AI and Salesforce work together in daily practice.
Automatic processing of COAs
AI recognises attributes in a Certificate of Analysis, links these to the correct product and batch in Salesforce and automatically adds the data to the inventory information. Including the original PDF.
Smart handling of incomplete documents
If a product is not fully recognised in a document, d.velop automatically generates a task for an employee to fill in the missing data. Efficient and controlled.
Tens of thousands of price changes processed at once
When a new price list is received, AI scans only the active products from Salesforce ERP and automatically compares the prices. Only changes are presented for approval.
Approval flow for price updates
Because price changes have a direct impact on purchasing and margin, the responsible employee is given a task to check the changes before they are implemented.
Smarter complaint handling with AI agents
AI agents help customers in a chat environment by automatically looking up customer data, product information and warranty terms, even before an employee takes over the conversation.
Historical insight for faster decision-making
While the employee is having the conversation, AI searches in the background for comparable complaints and earlier solutions. This way, insight into possible causes and actions emerges more quickly.
What can AI do for you?
The ROI of AI within Salesforce
AI for data entry is a no-brainer, and making smart use of AI’s communication and data analysis possibilities is an obvious step in specific use cases. With AI, the labour productivity of your employees, especially when it comes to routine tasks. Simple interpretations of texts captured in PDF or other documents, establishing who we have on the line and what they are getting in touch about, through to making appointments: AI helps.
For many AI cases, the challenge is multiple systems, CRM, ERP and Service in separate packages, perhaps even with a translation table, because in the CRM system that customer has a different name than in the accounts. That is what makes the Salesforce Platform perfect for AI applications. Shared data, where across the full breadth from CRM to Service and everything in between, you can analyse and search for valuable information that simplifies processes. And what does that investment deliver? It is a simple sum: savings on routine work, improvement in quality and better service for your customers.
What client say about us:
Monique Klepke: Directeur
Balanced Force is een goede partner geweest bij het design en de implementatie van Rootstock en d.velop Smart Invoice bij Sorgente. De kennis van deze applicaties en de juiste mapping daarvan op onze business processen heeft geleid tot een goed werkend systeem. Het Balanced Force team staat voor het platform en heeft goed samengewerkt zowel met onze stakeholders als met de andere partners om de implementatie succesvol te laten zijn.
Met name de implementatie van een volledig digitaal logistiek proces heeft bijgedragen aan een verbeterde werkwijze die volledig omarmt is door onze medewerkers.
Robbert de Kock: Founder
We hebben nauw samengewerkt met Balanced Force tijdens een gezamenlijke Salesforce-implementatie bij een nieuwe klant. De samenwerking verliep professioneel en gestructureerd. Balanced Force beschikt over een uitgebreide hoeveelheid kennis van Rootstock & Salesforce. Ze zorgen ervoor dat de inrichting goed aansluit op de wensen en de processen van de eindgebruikers. Al met al een zeer betrouwbare partner voor Rootstock én Salesforce-projecten.
Beth van der Togt – Operational Director
Als Product Owner heb ik de samenwerking met Balanced Force als zeer waardevol ervaren. Ze boden niet alleen technische expertise, maar dachten actief mee met onze productvisie en begrepen onze prioriteiten. Met Rootstock en D.velop Smart Invoice vertaalden ze onze zakelijke behoeften naar een schaalbare oplossing. Hun proactieve communicatie en focus op toegevoegde waarde maakten hen tot een echte verlenging van ons team.
Ian Newton – Group Finance Director
The integration of the Rootstock ERP solution alongside our existing Salesforce CRM has brought about significant improvements in our operational efficiency and effectiveness. This powerful combination has provided us with a unified platform, granting real-time visibility into crucial data, ranging from inventory levels and product profitability to comprehensive customer information. Furthermore, I would like to commend Balanced Force for their expertise and professional guidance throughout the entire rollout process. Their consultants demonstrated a clear understanding of our specific business needs, ensuring a smooth implementation and ultimately leading to a solution that truly meets our requirements. We are very pleased with the outcome and the positive changes we have experienced since the implementation.
De kracht van één technologieplatform heeft onze manier van werken volledig veranderd. We zijn efficiënter, slimmer én klantgerichter geworden.
Bij Hästens draait alles om vakmanschap. Dankzij deze digitale transformatie kunnen we onze ambachtelijke kwaliteit wereldwijd combineren met moderne efficiëntie. De samenwerking met Balanced Force heeft daarbij echt het verschil gemaakt.
Dankzij Salesforce en Rootstock spreken al onze teams – van Noorwegen tot Singapore – dezelfde taal. We zijn flexibeler, klantgerichter én klaar voor de toekomst.”
