Root's Salesforce CRM services empower organizations to deepen customer relationships, streamline operations, and drive growth at scale. We implement and optimize Salesforce across Sales Cloud, Service Cloud, Experience Cloud, and Marketing Cloud, ensuring each solution is tailored to your unique business needs.

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From lead-to-cash automation to customer service workflows, we design end-to-end experiences that break down silos and maximize efficiency. Our team also integrates Salesforce's AI capabilities, including Einstein AI and Sales GPT, to deliver predictive insights, automate repetitive tasks, and personalize customer engagement in real time.

 

Whether you're looking to launch a new Salesforce environment, connect it to your ERP, or elevate performance through intelligent automation, we provide the strategic guidance and technical expertise to unlock the full potential of the Salesforce ecosystem.

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Root's NetSuite ERP and EPM services help businesses gain control, visibility, and agility across their entire operation. We implement and customize NetSuite’s full suite of cloud applications, including Financials, Inventory, Procurement, Order Management, Projects, and Revenue Recognition, to streamline day-to-day workflows and support data-driven decision-making.

 

For organizations with complex planning and reporting needs, we extend NetSuite with Enterprise Performance Management (EPM) solutions, enabling agile forecasting, scenario modeling, and board-ready financial reporting. We specialize in integrating NetSuite with your broader technology stack, ensuring seamless data flow across CRM, eCommerce, and third-party systems.

 

Leveraging NetSuite’s embedded analytics, automation capabilities, and AI-powered insights, we help you move faster, scale smarter, and make confident strategic decisions, all within a unified, cloud-native platform.

Root's help organizations unlock the full potential of Microsoft 365 by designing secure, scalable environments that enhance collaboration and ensure data governance. Our solutions center around SharePoint Online, where we build structured, user-friendly intranets, document libraries, and team workspaces tailored to your workflows.

 

Using proprietary software and automation frameworks, we standardize metadata, permission controls, and lifecycle policies—ensuring the right people have access to the right information at the right time. We also integrate Microsoft Purview, Power Automate, and Teams to enforce compliance, streamline approvals, and promote cross-functional visibility.

 

Whether you're consolidating platforms, improving knowledge sharing, or preparing for audit readiness, our M365 services bring clarity and control to how your organization manages and shares information.

Root's API integration services connect your critical business systems - CRM, ERP, and beyond - into a unified, intelligent ecosystem. We specialize in designing, deploying, and maintaining robust integrations using platforms like MuleSoft, Boomi, Celigo, AWS Lambda, and Azure Logic Apps, enabling seamless data flow across Salesforce, NetSuite, and other enterprise applications.

 

From automating lead-to-cash processes to synchronizing inventory, billing, and customer data, our team ensures that your systems work together in real time. We also build custom connectors and leverage event-driven architectures and middleware to support complex workflows and high-volume data processing.

 

By centralizing and standardizing integrations through APIs, we help reduce operational friction, improve visibility, and unlock new efficiencies across your business.