Unlock Your Business' Full Potential:
Praxis and Rootstock – Transforming CRM and ERP Into Your Growth Engines
Description
We are a group of passionate Salesforce trailblazers, community group leaders, Salesforce MVPs, and end-users with extensive experience helping companies run their business on the Salesforce platform.
Features
Targeted Discovery
Sometimes, gaining an outside perspective is the key to unlocking your organization’s full potential. At Praxis Solutions, we offer a comprehensive, in-depth analysis of your business’s desired future state and how it aligns with your current Salesforce setup. Our team will carefully examine your processes, identifying any gaps or inefficiencies within your existing Salesforce org that may be hindering growth or optimization.
With a focus on actionable insights, we provide a clear, step-by-step solution for closing these gaps, alongside a detailed understanding of the resources and changes required to achieve your goals. We’ll also outline the return on investment (ROI) you can expect by addressing these critical areas. Whether it’s improving workflows, boosting efficiency, or enhancing the customer experience, our discoveries equip you with the knowledge you need to make informed decisions about your Salesforce ecosystem.
From there, it’s entirely up to you. You can choose to implement the solutions with your internal team, engage our experts for further support, or explore other paths forward, all backed by a deeper understanding of your organization’s potential with Salesforce.
ERP Implementation
Rootstock ERP is a powerful, cloud-based solution built natively on the Salesforce platform, offering unparalleled flexibility and scalability for manufacturers, distributors, and supply chain businesses. By leveraging Salesforce’s robust ecosystem, Rootstock provides a fully integrated, customer-centric ERP experience, streamlining processes across the entire business.
At Praxis Solutions, we bring over two decades of experience working with various ERP systems, including our firsthand experience as a Rootstock customer. This unique perspective, combined with our partnership with Rootstock starting in 2017, has equipped us to perform numerous successful implementations that deliver immediate value to our clients. Our deep understanding of ERP processes, coupled with our unmatched expertise with Salesforce technologies, sets us apart from other implementors. While many focus primarily on ERP, our deep knowledge of the Salesforce platform ensures we maximize the potential of the platform, delivering solutions that other implementors often overlook.
At Praxis Solutions, we bring over two decades of experience working with various ERP systems, including our firsthand experience as a Rootstock customer. This unique perspective, combined with our partnership with Rootstock starting in 2017, has equipped us to perform numerous successful implementations that deliver immediate value to our clients. Our deep understanding of ERP processes, coupled with our unmatched expertise with Salesforce technologies, sets us apart from other implementors. While many focus primarily on ERP, our deep knowledge of the Salesforce platform ensures we maximize the potential of the platform, delivering solutions that other implementors often overlook.
ERP Optimization
For businesses that have already implemented Rootstock, Praxis Solutions offers tailored ERP optimization services. We work closely with your team to enhance user experiences, fine-tune automations, and streamline integrations to ensure your ERP is functioning at its highest potential. Whether you’re looking to increase efficiency, improve system adoption, or unlock new features, our expert team leverages its deep knowledge of both Rootstock and the Salesforce platform to help you optimize the overall experience and get more out of your investment.
In some cases, Rootstock implementations may fall short of expectations, with issues in feature utilization, user experience, or alignment with business processes. If your ERP system is not living up to its potential, Praxis Solutions can help rescue your implementation. With our extensive ERP expertise and long-term partnership with Rootstock, we specialize in turning around underperforming systems, addressing gaps, and customizing solutions to fit your unique business needs. We’ll ensure your ERP delivers the value and performance you initially sought, transforming it into a system that supports and enhances your operations.
In some cases, Rootstock implementations may fall short of expectations, with issues in feature utilization, user experience, or alignment with business processes. If your ERP system is not living up to its potential, Praxis Solutions can help rescue your implementation. With our extensive ERP expertise and long-term partnership with Rootstock, we specialize in turning around underperforming systems, addressing gaps, and customizing solutions to fit your unique business needs. We’ll ensure your ERP delivers the value and performance you initially sought, transforming it into a system that supports and enhances your operations.
Inventory Cycle Count
Praxis developed an extension to Rootstock ERP's Inventory Cycle Count feature. The extension offers a powerful and flexible solution for maintaining accurate inventory records. This feature offers an improved user experience, and enables users to customize cycle counts through a robust classification system, which can be tailored to your specific needs. This provides an optimized and easy to use user interface, and ensures that your cycle counting process is perfectly aligned with your inventory management strategy.
Key benefits include:
- Customizable Classifications: Users can define classifications that tie directly to commodity codes and individual items, allowing for a tailored approach to cycle counting that fits the unique needs of your business.
- Automated Cycle Count Generation: Based on your classification configurations, the system automatically generates cycle counts, reducing manual effort and ensuring consistency in your inventory management practices.
- Automated Distribution: Cycle count sheets are automatically generated and sent via email to designated users or groups, streamlining the process and ensuring timely participation.
- Intuitive UI/UX: The user-friendly interface allows for efficient cycle counting by various criteria, including site/location ID, site/location number, commodity code, classification, and individual items. The interface is designed to accommodate unts by division or company, making it versatile for businesses of any size.
- Real-Time Adjustments: The system supports real-time adjustments to cycle counts, with the flexibility to count in multiple units of measure. Automatic conversions between units of measure further simplify the process, ensuring accuracy and reducing the potential for errors.
- Confirmation Sheets: After cycle counts are completed, confirmation sheets are generated to validate the results, providing an additional layer of accuracy and accountability.
This feature is designed to enhance the accuracy of your inventory records while providing the flexibility and automation needed to streamline the cycle counting process. Purchase Order Lightning: Praxis' Purchase Order (PO) Lightning feature in Rootstock ERP revolutionizes the purchase order management process by enhancing efficiency and minimizing the risk of errors through an improved UI/UX design.
Key benefits include:
- Customizable Classifications: Users can define classifications that tie directly to commodity codes and individual items, allowing for a tailored approach to cycle counting that fits the unique needs of your business.
- Automated Cycle Count Generation: Based on your classification configurations, the system automatically generates cycle counts, reducing manual effort and ensuring consistency in your inventory management practices.
- Automated Distribution: Cycle count sheets are automatically generated and sent via email to designated users or groups, streamlining the process and ensuring timely participation.
- Intuitive UI/UX: The user-friendly interface allows for efficient cycle counting by various criteria, including site/location ID, site/location number, commodity code, classification, and individual items. The interface is designed to accommodate unts by division or company, making it versatile for businesses of any size.
- Real-Time Adjustments: The system supports real-time adjustments to cycle counts, with the flexibility to count in multiple units of measure. Automatic conversions between units of measure further simplify the process, ensuring accuracy and reducing the potential for errors.
- Confirmation Sheets: After cycle counts are completed, confirmation sheets are generated to validate the results, providing an additional layer of accuracy and accountability.
This feature is designed to enhance the accuracy of your inventory records while providing the flexibility and automation needed to streamline the cycle counting process. Purchase Order Lightning: Praxis' Purchase Order (PO) Lightning feature in Rootstock ERP revolutionizes the purchase order management process by enhancing efficiency and minimizing the risk of errors through an improved UI/UX design.
Purchase Order LIghtning
Praxis' Purchase Order (PO) Lightning feature in Rootstock ERP revolutionizes the purchase order management process by enhancing efficiency and minimizing the risk of errors through an improved UI/UX design.
Key benefits include:
- Customizable Data Grid: Users can tailor the data grid to display only the most relevant information for their specific roles, ensuring that teams focus on what matters most without unnecessary clutter.
- Intuitive PO Line Management: The UI/UX is designed for ease of use, allowing users to make changes to purchase order lines quickly and accurately, reducing the time spent on adjustments and minimizing the potential for mistakes.
- Purpose-Driven Page Layouts: The well-organized and purpose-driven page layouts streamline navigation and make it easier for users to find the information they need, enhancing overall productivity.
- Streamlined Inventory Receiving: The feature simplifies the inventory receiving process, reducing the steps required and thereby decreasing the risk of errors while driving operational efficiency.
- Customizable Email Templates: Communication with vendors is enhanced through customizable email templates, ensuring that all necessary details are conveyed clearly and consistently.
- Salesforce Lightning Pages: Leveraging Salesforce Lightning pages instead of traditional Visualforce pages provides a more modern, responsive, and flexible user experience, enabling faster development, seamless updates, and better alignment with Salesforce’s evolving ecosystem. This ensures that your PO management process stays at the forefront of technology, benefiting from ongoing innovations and improvements.
PO Lightning empowers users to manage purchase orders with greater precision and speed, ultimately improving procurement efficiency and reducing operational risks.
Key benefits include:
- Customizable Data Grid: Users can tailor the data grid to display only the most relevant information for their specific roles, ensuring that teams focus on what matters most without unnecessary clutter.
- Intuitive PO Line Management: The UI/UX is designed for ease of use, allowing users to make changes to purchase order lines quickly and accurately, reducing the time spent on adjustments and minimizing the potential for mistakes.
- Purpose-Driven Page Layouts: The well-organized and purpose-driven page layouts streamline navigation and make it easier for users to find the information they need, enhancing overall productivity.
- Streamlined Inventory Receiving: The feature simplifies the inventory receiving process, reducing the steps required and thereby decreasing the risk of errors while driving operational efficiency.
- Customizable Email Templates: Communication with vendors is enhanced through customizable email templates, ensuring that all necessary details are conveyed clearly and consistently.
- Salesforce Lightning Pages: Leveraging Salesforce Lightning pages instead of traditional Visualforce pages provides a more modern, responsive, and flexible user experience, enabling faster development, seamless updates, and better alignment with Salesforce’s evolving ecosystem. This ensures that your PO management process stays at the forefront of technology, benefiting from ongoing innovations and improvements.
PO Lightning empowers users to manage purchase orders with greater precision and speed, ultimately improving procurement efficiency and reducing operational risks.
Work Order Processing
The revamped Work Order (WO) UI/UX in Rootstock ERP, built on Salesforce Lightning pages, delivers a significantly enhanced user experience, promoting operational efficiency and reducing the risk of error.
Key benefits include:
- Intuitive UI/UX: Information is presented in an organized, purpose-driven layout with similar data grouped into tabs for easy access. Users see only the relevant data based on their role, with customizable access settings to ensure the right information is available to the right people.
- Streamlined Task Management: With fewer clicks and page transitions, users can quickly complete key tasks—such as allocating inventory, issuing components, booking labor, and receiving inventory—resulting in a substantial reduction in the time spent processing work orders.
- Customizable Component & Operations Data Grids: The flexible data grid allows customers to tailor the displayed information to their specific needs, ensuring they have all necessary details at their fingertips.
- Reduced Risk of Error: The simplified data entry screens, coupled with automation and validation rules, minimize manual input errors and enhance overall accuracy in work order management.
This revamped UI/UX improves overall efficiency, accuracy, and ease of use, empowering users to manage work orders faster and with greater confidence.
Key benefits include:
- Intuitive UI/UX: Information is presented in an organized, purpose-driven layout with similar data grouped into tabs for easy access. Users see only the relevant data based on their role, with customizable access settings to ensure the right information is available to the right people.
- Streamlined Task Management: With fewer clicks and page transitions, users can quickly complete key tasks—such as allocating inventory, issuing components, booking labor, and receiving inventory—resulting in a substantial reduction in the time spent processing work orders.
- Customizable Component & Operations Data Grids: The flexible data grid allows customers to tailor the displayed information to their specific needs, ensuring they have all necessary details at their fingertips.
- Reduced Risk of Error: The simplified data entry screens, coupled with automation and validation rules, minimize manual input errors and enhance overall accuracy in work order management.
This revamped UI/UX improves overall efficiency, accuracy, and ease of use, empowering users to manage work orders faster and with greater confidence.
Credit Card Payment Processing
The Payment Processing feature in Rootstock ERP streamlines payment collection by integrating with the customer’s preferred payment processing providers, such as PayTrace or Stripe, while offering flexibility, security, and ease of use.
Key benefits include:
- Seamless Payment Link Integration: Users can effortlessly send payment links from relevant record types, like quotes or sales order invoices, via an intuitive UI, ensuring timely and convenient payment requests. -
- Customizable Email & Receipt Templates: Tailor email templates for sending payment links to customers, as well as confirmation receipt templates to enhance the customer experience with personalized communications.
- Automated Payment Application: Once payments are received, they are automatically accepted and applied to the appropriate accounts receivable, reducing manual effort and ensuring accurate financial records.
- Branded Payment Portal: Customize the payment portal with your company’s branding to provide a seamless and professional experience for customers.
- PCI Compliance: The feature can be built with PCI Compliance standards in mind, ensuring secure and compliant handling of credit card payments.
- Permission Controls: Manage permissions to control which users are authorized to send payment links, enhancing security and accountability.
This feature provides a robust, flexible, and secure way to manage payments, improving both the user experience and operational efficiency.
Key benefits include:
- Seamless Payment Link Integration: Users can effortlessly send payment links from relevant record types, like quotes or sales order invoices, via an intuitive UI, ensuring timely and convenient payment requests. -
- Customizable Email & Receipt Templates: Tailor email templates for sending payment links to customers, as well as confirmation receipt templates to enhance the customer experience with personalized communications.
- Automated Payment Application: Once payments are received, they are automatically accepted and applied to the appropriate accounts receivable, reducing manual effort and ensuring accurate financial records.
- Branded Payment Portal: Customize the payment portal with your company’s branding to provide a seamless and professional experience for customers.
- PCI Compliance: The feature can be built with PCI Compliance standards in mind, ensuring secure and compliant handling of credit card payments.
- Permission Controls: Manage permissions to control which users are authorized to send payment links, enhancing security and accountability.
This feature provides a robust, flexible, and secure way to manage payments, improving both the user experience and operational efficiency.
Managed Services
At Praxis Solutions, we believe that ongoing support is key to maximizing your Salesforce investment. Whether you need hands-on, dedicated assistance or flexible, on-demand help, our managed services are designed to adapt to your unique business needs. We’re here to ensure your Salesforce environment stays aligned with your goals, so you can focus on what matters most – growing your business.
Additionally, our clients benefit from access to our full team of consultants, developers, architects, and leaders, all available at a blended rate. This ensures that you’re not just getting support – you’re getting the right expertise at the right time, with a seamless mix of skills to help you tackle any challenge.
STRATEGIC SUPPORT:
For clients seeking a proactive partnership, our strategic support service is the ideal fit. With higher level of monthly planning, we provide a tailored approach that ensures we’re fully embedded in your success. You’ll receive consistent, strategic support from a dedicated team, ready to tackle complex challenges and drive your Salesforce initiatives forward.
What's included:
- Weekly check-ins
- Backlog creation and maintenance
- Work in progress
- "Show and Tells" or reviews of what has been developed as identified by your use cases with deployment and release to production environments
AD-HOC SUPPORT:
Need occasional help or last-minute guidance? Our ad-hoc support service offers the flexibility to access expert assistance when you need it, with lower monthly commitments. Even with flexible scheduling, you can count on the same high-quality support from our team of Salesforce experts, ensuring your needs are handled efficiently and with the attention they deserve. It’s the perfect solution for clients who need reliable, on-demand support without the full-time commitment.
On-Demand Salesforce Administrator
Our System Administrator on Demand service is geared towards businesses which do not have sufficient resources available to actively maintain and implement enhancements in your Salesforce environment at the pace they expect. Praxis will provides your business with a dedicated Salesforce admin who is fully focused on your specific needs. This admin handles all user management tasks, processes tickets, and implements system updates and enhancements to ensure smooth operation. With this service, you also gain access to the collective knowledge of our entire Praxis Solutions team, offering deep expertise and guidance whenever complex issues arise or additional clarification is needed. Maximize efficiency with tailored, hands-on support from a dedicated admin backed by extensive team resources.
Benefits
Unmatched Expertise
Our team brings over 25 years of hands-on experience across Sales, Service, Manufacturing, Distribution, Logistics, and Accounting.
Certified Professionals
With our 100% onshore, certified technical team, you receive top-tier service and support.
Long-Term Relationships
We value honesty, transparency, and long-term relationships, ensuring we are your trusted partner for the long haul.
Tailored Solutions
Praxis delivers the right solutions at the right time, creating genuine value and driving your business forward.
User-Focused Development and Customization
We ensure that software and solutions are tailored to meet your organization's specific needs and preferences of your end-users. This approach emphasizes active user engagement throughout the development process, resulting in highly personalized and effective products that enhance user satisfaction and performance.
Reviews
Resources
Flow Event Launcher - Launch Flows from Enhanced Lightning Grid
The Enhanced Lightning Grid component from Salesforce Labs is a phenomenal component that enables creating a custom related-list table with embedded Row-level as well as List-level buttons and actions
One of the common questions we’ve seen posted online is - how can I launch a flow from buttons on Enhanced Lightning Grid (ELG) components. You could use the lightning event (e.force:navigateToURL) to navigate to a flow page, but this navigates away from the page, which may not be what you want. We’ve created the FlowEvent Launcher (FEL) to launch flows from ELG as a popup (modal)
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