Rootstock Software growth playbook

Rewrite the pages that match most deals first (NetSuite, Microsoft Dynamics, Epicor, SAP Business One): a fair side-by-side on CRM connection (native vs connector), multi-plant and multi-currency, manufacturing depth, AI on one data model, implementation time and total cost; a "what moving from X looks like" section with data migration steps; one story from a customer who replaced that system; and a link to the ERP equity value calculator. Give each page its own title and description built on the rival's buyer questions.

Comparison searches are the highest-intent organic traffic an ERP vendor gets, and specific pages double as the "lead with insight" material the new AEs and SDRs need in every deal.

[ ] Who [rival] suits, who Rootstock suits
[ ] Side-by-side: CRM connection, manufacturing depth, multi-plant, AI, implementation time, total cost
[ ] What moving from [rival] involves: data, timeline, team
[ ] Story from a customer who replaced [rival]
[ ] Link to the ERP equity value calculator
[ ] Own title and meta description
[ ] PDF version for AEs and SDRs
[ ] Date and review owner

• Out-of-date rival claims

  Date each page and review it each quarter.

• Pages read as attacks

  Say plainly who each rival suits better.

• HiringAccount Executive, North America (posted September 29, 2026, remote US or Canada): "This is not a transactional product. Our buyers require education, business case development, and clear platform differentiation. We win by leading with insight." The "Competitive set is legacy and disconnected ERP, most often displaced by showing a unified operations and CRM platform." A named territory of accounts "typically $50M to $500M in revenue", deals of "$50K to $500K+", a buying committee across "operations, IT, and finance, up to C-level", with "Marketing, ABM, and partner-led programs feeding your territory, plus the Salesforce ecosystem as a co-sell channel".Source
• Your websiteEleven "Rootstock vs" pages (NetSuite, SAP Business One, Acumatica, Epicor, Microsoft Dynamics, Sage 50, Infor CloudSuite, SYSPRO, Plex Systems, Aptean, Odoo), updated September 2026, are 94-98% the same text with the rival's name swapped: "Looking for a reliable alternative to [rival]? Explore why Rootstock is the better choice", the same seven comparison row labels, the same three benefits ("Zero Integrations", "Enterprise-Grade Data Security", "Scalable, Flexible, & User-Friendly Interface"), the same pricing block and the same testimonials. None of them mentions AI.Source
• Your websiteHomepage: "AI-native ERP built for the way you operate" (the headline a year ago was "#1 Product and Manufacturing Cloud ERP"), "Enterprise backbone / Boutique experience", "Built natively on Salesforce for product-centric companies that make, move, and service goods". It promotes an AI readiness quiz ("Answer 10 quick questions"), a field service margin self-diagnostic, a FABTECH 2026 booth, a fifth year as a Leader in the Nucleus Research ERP Value Matrix and a 2026 State of Manufacturing Technology Survey report.Source
• Your websiteOctober 2026 blog posts aimed at owners and investors: "Every dollar of EBITDA exits at the multiple: how an ERP program drives sponsor returns" and "The earnings investors capitalize: how ERP-driven cost removal reaches a manufacturer's market cap". An "ERP equity value" calculator ("What is your ERP decision actually worth to the owners?") branches on founder-owned, private-equity-backed or public ownership; its page header still reads "Default HubSpot Blog".Source
• Your websiteSuccess stories hub: results such as "150% More Capacity" (Architectural Fabrication), "80% Reduction in Scrap Inventory" (Handsfree Group) and "223% Return on Investment" (Matouk), a Boston Dynamics quote, and 37 story pages, without filters by industry, company size or the system replaced.Source

Fix server response first (page caching for anonymous visitors at Cloudflare), then defer non-essential tags, size the hero image, reserve space for the carousel and cookie banner, and remove unused CSS and JavaScript. Re-check the field data monthly.

Executives evaluating a platform judge it partly by how its own site behaves, and faster pages lift both rankings and demo conversion.

• Tags break attribution

  Test each change in a staging copy first.

• Google PageSpeedReal Chrome visitors fail Core Web Vitals on rootstock.com: homepage LCP 6.9 s, CLS 0.17 and time to first byte 4.9 s at the 75th percentile; across the site LCP is 5.5 s and 50% slower than before. In the lab the homepage scores 44 on mobile (LCP 13.4 s), loads 3.4 MB in 281 requests from 40 third-party services, with about 2.8 s of render-blocking requests.Source
• Your websiteThe homepage loads scripts from HubSpot, Hotjar, ZoomInfo, TechTarget, G2, Leadfeeder, AdRoll, The Trade Desk, LinkedIn and Bing ads and a Salesloft tracking script, although the SDR post lists Outreach as the sales engagement tool.Source

Give the page Rootstock's header, link it from the comparison pages, the pricing block and the demo form's thank-you page, and send the result to the assigned AE so the first call starts from the buyer's own numbers.

A buyer who has already seen their value estimate arrives at the first call with a business case half-built.

• Estimates seen as inflated

  Show the sourced benchmarks behind each step.

• Your websiteOctober 2026 blog posts aimed at owners and investors: "Every dollar of EBITDA exits at the multiple: how an ERP program drives sponsor returns" and "The earnings investors capitalize: how ERP-driven cost removal reaches a manufacturer's market cap". An "ERP equity value" calculator ("What is your ERP decision actually worth to the owners?") branches on founder-owned, private-equity-backed or public ownership; its page header still reads "Default HubSpot Blog".Source
• HiringAccount Executive, North America (posted September 29, 2026, remote US or Canada): "This is not a transactional product. Our buyers require education, business case development, and clear platform differentiation. We win by leading with insight." The "Competitive set is legacy and disconnected ERP, most often displaced by showing a unified operations and CRM platform." A named territory of accounts "typically $50M to $500M in revenue", deals of "$50K to $500K+", a buying committee across "operations, IT, and finance, up to C-level", with "Marketing, ABM, and partner-led programs feeding your territory, plus the Salesforce ecosystem as a co-sell channel".Source
• Your websiteEleven "Rootstock vs" pages (NetSuite, SAP Business One, Acumatica, Epicor, Microsoft Dynamics, Sage 50, Infor CloudSuite, SYSPRO, Plex Systems, Aptean, Odoo), updated September 2026, are 94-98% the same text with the rival's name swapped: "Looking for a reliable alternative to [rival]? Explore why Rootstock is the better choice", the same seven comparison row labels, the same three benefits ("Zero Integrations", "Enterprise-Grade Data Security", "Scalable, Flexible, & User-Friendly Interface"), the same pricing block and the same testimonials. None of them mentions AI.Source
• Your websitePricing appears only as three packages (Growth, Advanced, Enterprise) described by complexity, each with a "Request Quote" button and no prices, ranges or typical implementation times.Source

Tag target accounts by installed ERP and CRM, build one sequence per major legacy system using the matching switching guide and customer story, and add a separate track for manufacturers already on Salesforce Sales Cloud.

Relevance drives meeting quality, and the comp plan rewards exactly that.

• Technographic data is wrong

  Confirm the system on the first call.

• #1 Rebuild the 11 copy-paste "Rootstock vs" pages into real switching guides, starting with NetSuite

• HiringSales Development Representative (posted October 2, 2026, remote US or Canada): paid on "qualified opportunities generated, not raw activity volume"; researches "pain points relevant to ERP and manufacturing software buying decisions"; works in "Salesforce, Outreach, Nooks, ZoomInfo Copilot, LinkedIn Sales Navigator, and Claude"; coached by the Director of Demand Generation. The AE post pairs each AE with "a dedicated New Logo Hunting SDR".Source
• HiringAccount Executive, North America (posted September 29, 2026, remote US or Canada): "This is not a transactional product. Our buyers require education, business case development, and clear platform differentiation. We win by leading with insight." The "Competitive set is legacy and disconnected ERP, most often displaced by showing a unified operations and CRM platform." A named territory of accounts "typically $50M to $500M in revenue", deals of "$50K to $500K+", a buying committee across "operations, IT, and finance, up to C-level", with "Marketing, ABM, and partner-led programs feeding your territory, plus the Salesforce ecosystem as a co-sell channel".Source
• Your websiteEleven "Rootstock vs" pages (NetSuite, SAP Business One, Acumatica, Epicor, Microsoft Dynamics, Sage 50, Infor CloudSuite, SYSPRO, Plex Systems, Aptean, Odoo), updated September 2026, are 94-98% the same text with the rival's name swapped: "Looking for a reliable alternative to [rival]? Explore why Rootstock is the better choice", the same seven comparison row labels, the same three benefits ("Zero Integrations", "Enterprise-Grade Data Security", "Scalable, Flexible, & User-Friendly Interface"), the same pricing block and the same testimonials. None of them mentions AI.Source
• Your websiteSuccess stories hub: results such as "150% More Capacity" (Architectural Fabrication), "80% Reduction in Scrap Inventory" (Handsfree Group) and "223% Return on Investment" (Matouk), a Boston Dynamics quote, and 37 story pages, without filters by industry, company size or the system replaced.Source

Fix the typo, use one current title and company for each quote, show live rating counts from AppExchange, G2, Capterra and Gartner Peer Insights, and add three reviews from 2026.

Buyers doing diligence read reviews pages closely; small errors make proof look unattended.

• Ratings drop with more reviews

  Show totals honestly; volume builds trust.

• Your websiteCustomer reviews page (last modified December 2023): selected 5.0 reviews from AppExchange, Gartner Peer Insights and Capterra and a 4.5 on G2; one review title reads "Built our Single Source of Truth with Salesforce and Roostock"; the same customer quote is credited to "CIO & CIS, Aphria" here and "CIO & CIA, Tilray" on the comparison pages.Source
• Your websiteEleven "Rootstock vs" pages (NetSuite, SAP Business One, Acumatica, Epicor, Microsoft Dynamics, Sage 50, Infor CloudSuite, SYSPRO, Plex Systems, Aptean, Odoo), updated September 2026, are 94-98% the same text with the rival's name swapped: "Looking for a reliable alternative to [rival]? Explore why Rootstock is the better choice", the same seven comparison row labels, the same three benefits ("Zero Integrations", "Enterprise-Grade Data Security", "Scalable, Flexible, & User-Friendly Interface"), the same pricing block and the same testimonials. None of them mentions AI.Source

Restore true modified dates (likely a bulk template save), add visible dates to press releases, refresh the 20 most-visited glossary entries, and remove or redirect pages about years long past.

Accurate dates protect trust in search results and keep crawlers focused on the pages that matter.

• Losing old links

  Redirect to the closest current page.

• Your websiteSitemaps (checked November 4, 2026): 293 blog posts, 245 press releases, 37 customer stories, 77 glossary entries last modified January 2023 and 46 resources last modified February 2025. Many press releases from 2019-2023 (for example a "Constellation ShortList for 2023" and a "Fall 22 release") carry a September 28, 2026 modified date, as does a 2019 blog post on "challenges manufacturers must focus on in 2019".Source
• Your websiteHomepage: "AI-native ERP built for the way you operate" (the headline a year ago was "#1 Product and Manufacturing Cloud ERP"), "Enterprise backbone / Boutique experience", "Built natively on Salesforce for product-centric companies that make, move, and service goods". It promotes an AI readiness quiz ("Answer 10 quick questions"), a field service margin self-diagnostic, a FABTECH 2026 booth, a fifth year as a Leader in the Nucleus Research ERP Value Matrix and a 2026 State of Manufacturing Technology Survey report.Source

Publish "typical first-year investment" ranges per package (subscription plus implementation) with what moves the number (users, plants, add-ons), and a short "what drives ERP cost" page. Keep exact quotes for sales.

Ranges qualify buyers early and match how finance teams start evaluations.

• Rivals use ranges against Rootstock

  Show total cost including integrations rivals need.

• Your websitePricing appears only as three packages (Growth, Advanced, Enterprise) described by complexity, each with a "Request Quote" button and no prices, ranges or typical implementation times.Source
• HiringAccount Executive, North America (posted September 29, 2026, remote US or Canada): "This is not a transactional product. Our buyers require education, business case development, and clear platform differentiation. We win by leading with insight." The "Competitive set is legacy and disconnected ERP, most often displaced by showing a unified operations and CRM platform." A named territory of accounts "typically $50M to $500M in revenue", deals of "$50K to $500K+", a buying committee across "operations, IT, and finance, up to C-level", with "Marketing, ABM, and partner-led programs feeding your territory, plus the Salesforce ecosystem as a co-sell channel".Source
• Competitor researchRivals' own pages: Acumatica sells "Cloud ERP" with "a unique customer-centric licensing model"; Salesforce markets its own "manufacturing CRM" with "AI and automation". NetSuite, Epicor, Microsoft Dynamics and SAP Business One are the legacy and cloud ERPs named on Rootstock's comparison pages.See the research Source

Give each Salesforce manufacturing team a kit: an account-mapping session each quarter, a one-page joint value story, the equity calculator pre-filled for their account, and fast credit through Refer a Lead. Track co-sourced pipeline by Salesforce region.

Salesforce teams already own the relationship with Rootstock's best-fit buyers, and the native platform is the core reason to buy.

• Salesforce priorities shift

  Tie the kit to their manufacturing targets.

• HiringAccount Executive, North America (posted September 29, 2026, remote US or Canada): "This is not a transactional product. Our buyers require education, business case development, and clear platform differentiation. We win by leading with insight." The "Competitive set is legacy and disconnected ERP, most often displaced by showing a unified operations and CRM platform." A named territory of accounts "typically $50M to $500M in revenue", deals of "$50K to $500K+", a buying committee across "operations, IT, and finance, up to C-level", with "Marketing, ABM, and partner-led programs feeding your territory, plus the Salesforce ecosystem as a co-sell channel".Source
• Your websiteA page for Salesforce AEs and SEs: "How can Rootstock Cloud ERP help Salesforce win more manufacturers?", "Built on the Salesforce Platform 15 years ago", with Refer a Lead, a 2-minute demo, the "15 Reasons" ebook and a "Big Book Of Customer Quotes".Source
• Your websiteOctober 2026 blog posts aimed at owners and investors: "Every dollar of EBITDA exits at the multiple: how an ERP program drives sponsor returns" and "The earnings investors capitalize: how ERP-driven cost removal reaches a manufacturer's market cap". An "ERP equity value" calculator ("What is your ERP decision actually worth to the owners?") branches on founder-owned, private-equity-backed or public ownership; its page header still reads "Default HubSpot Blog".Source
• Your websitePartners page: system integrators (for example Alto Consultants and Altitude Technology Group), ISVs such as 24Flow ("a Salesforce-native MES"), Avalara for tax, and Salesforce as the platform partner; plus Refer a Lead, a referral partner agreement, a "zero-touch partner referral" form and an October 2026 partnership with Nucleo.Source

For the top 50 accounts per territory, run ads to an industry page variant that shows the right story, the calculator pre-set to the account's size and ownership, and the AE's calendar. Measure account engagement weekly.

Account-specific relevance raises engagement from buying committees who never fill in forms.

• Too few visits per account

  Measure at segment level as well.

• HiringAccount Executive, North America (posted September 29, 2026, remote US or Canada): "This is not a transactional product. Our buyers require education, business case development, and clear platform differentiation. We win by leading with insight." The "Competitive set is legacy and disconnected ERP, most often displaced by showing a unified operations and CRM platform." A named territory of accounts "typically $50M to $500M in revenue", deals of "$50K to $500K+", a buying committee across "operations, IT, and finance, up to C-level", with "Marketing, ABM, and partner-led programs feeding your territory, plus the Salesforce ecosystem as a co-sell channel".Source
• Your websiteOctober 2026 blog posts aimed at owners and investors: "Every dollar of EBITDA exits at the multiple: how an ERP program drives sponsor returns" and "The earnings investors capitalize: how ERP-driven cost removal reaches a manufacturer's market cap". An "ERP equity value" calculator ("What is your ERP decision actually worth to the owners?") branches on founder-owned, private-equity-backed or public ownership; its page header still reads "Default HubSpot Blog".Source
• Your websiteNavigation: 11 industry pages (aerospace and defense to field service), role pages for IT, Operations, Finance, ERP Consultants and Salesforce AEs and SEs, Japanese and French versions of the site, Rootstock Ready and managed services, and a 2-minute overview video.Source
• Your websiteSuccess stories hub: results such as "150% More Capacity" (Architectural Fabrication), "80% Reduction in Scrap Inventory" (Handsfree Group) and "223% Return on Investment" (Matouk), a Boston Dynamics quote, and 37 story pages, without filters by industry, company size or the system replaced.Source

Pass every quiz answer to the lead record, score high-pain results for same-day SDR follow-up, and give SDRs a short opener per weak area. Send lower scores a nurture series with the matching story.

A quiz taker has told you their problem; calling with it is the most relevant first touch possible.

• Quiz takers are students or vendors

  Filter by company size first.

• Your websiteHomepage: "AI-native ERP built for the way you operate" (the headline a year ago was "#1 Product and Manufacturing Cloud ERP"), "Enterprise backbone / Boutique experience", "Built natively on Salesforce for product-centric companies that make, move, and service goods". It promotes an AI readiness quiz ("Answer 10 quick questions"), a field service margin self-diagnostic, a FABTECH 2026 booth, a fifth year as a Leader in the Nucleus Research ERP Value Matrix and a 2026 State of Manufacturing Technology Survey report.Source
• HiringSales Development Representative (posted October 2, 2026, remote US or Canada): paid on "qualified opportunities generated, not raw activity volume"; researches "pain points relevant to ERP and manufacturing software buying decisions"; works in "Salesforce, Outreach, Nooks, ZoomInfo Copilot, LinkedIn Sales Navigator, and Claude"; coached by the Director of Demand Generation. The AE post pairs each AE with "a dedicated New Logo Hunting SDR".Source

Tag every story by industry, revenue band, system replaced and Salesforce clouds used; add filters and a "stories like yours" block on comparison and industry pages. Write new stories where gaps show.

The closest peer story is the strongest proof in enterprise buying.

• Old stories dominate

  Show the year of each story.

• Your websiteSuccess stories hub: results such as "150% More Capacity" (Architectural Fabrication), "80% Reduction in Scrap Inventory" (Handsfree Group) and "223% Return on Investment" (Matouk), a Boston Dynamics quote, and 37 story pages, without filters by industry, company size or the system replaced.Source
• Your websiteNavigation: 11 industry pages (aerospace and defense to field service), role pages for IT, Operations, Finance, ERP Consultants and Salesforce AEs and SEs, Japanese and French versions of the site, Rootstock Ready and managed services, and a 2-minute overview video.Source
• Your websiteEleven "Rootstock vs" pages (NetSuite, SAP Business One, Acumatica, Epicor, Microsoft Dynamics, Sage 50, Infor CloudSuite, SYSPRO, Plex Systems, Aptean, Odoo), updated September 2026, are 94-98% the same text with the rival's name swapped: "Looking for a reliable alternative to [rival]? Explore why Rootstock is the better choice", the same seven comparison row labels, the same three benefits ("Zero Integrations", "Enterprise-Grade Data Security", "Scalable, Flexible, & User-Friendly Interface"), the same pricing block and the same testimonials. None of them mentions AI.Source

Package a portfolio offer for operating partners: a value-creation briefing, portfolio-wide pricing, a standard rollout plan with SI partners, and a portfolio case study. Target ten industrial-focused PE firms.

One operating partner relationship can open several qualified accounts, each with a mandate to modernize.

• Long cycles

  Start with firms already holding a Rootstock customer.

• Your websiteOctober 2026 blog posts aimed at owners and investors: "Every dollar of EBITDA exits at the multiple: how an ERP program drives sponsor returns" and "The earnings investors capitalize: how ERP-driven cost removal reaches a manufacturer's market cap". An "ERP equity value" calculator ("What is your ERP decision actually worth to the owners?") branches on founder-owned, private-equity-backed or public ownership; its page header still reads "Default HubSpot Blog".Source
• HiringAccount Executive, North America (posted September 29, 2026, remote US or Canada): "This is not a transactional product. Our buyers require education, business case development, and clear platform differentiation. We win by leading with insight." The "Competitive set is legacy and disconnected ERP, most often displaced by showing a unified operations and CRM platform." A named territory of accounts "typically $50M to $500M in revenue", deals of "$50K to $500K+", a buying committee across "operations, IT, and finance, up to C-level", with "Marketing, ABM, and partner-led programs feeding your territory, plus the Salesforce ecosystem as a co-sell channel".Source
• Your websitePartners page: system integrators (for example Alto Consultants and Altitude Technology Group), ISVs such as 24Flow ("a Salesforce-native MES"), Avalara for tax, and Salesforce as the platform partner; plus Refer a Lead, a referral partner agreement, a "zero-touch partner referral" form and an October 2026 partnership with Nucleo.Source

Give each active partner a quarterly joint webinar, a referral target and co-branded switching guides. Publish partner-sourced stories and pay referral fees fast.

Partners extend reach into accounts the sales team cannot cover, and the AE post counts on partner-led programs.

• Inactive partners

  Focus on the top five.

• Your websitePartners page: system integrators (for example Alto Consultants and Altitude Technology Group), ISVs such as 24Flow ("a Salesforce-native MES"), Avalara for tax, and Salesforce as the platform partner; plus Refer a Lead, a referral partner agreement, a "zero-touch partner referral" form and an October 2026 partnership with Nucleo.Source
• HiringAccount Executive, North America (posted September 29, 2026, remote US or Canada): "This is not a transactional product. Our buyers require education, business case development, and clear platform differentiation. We win by leading with insight." The "Competitive set is legacy and disconnected ERP, most often displaced by showing a unified operations and CRM platform." A named territory of accounts "typically $50M to $500M in revenue", deals of "$50K to $500K+", a buying committee across "operations, IT, and finance, up to C-level", with "Marketing, ABM, and partner-led programs feeding your territory, plus the Salesforce ecosystem as a co-sell channel".Source
• Your websiteEleven "Rootstock vs" pages (NetSuite, SAP Business One, Acumatica, Epicor, Microsoft Dynamics, Sage 50, Infor CloudSuite, SYSPRO, Plex Systems, Aptean, Odoo), updated September 2026, are 94-98% the same text with the rival's name swapped: "Looking for a reliable alternative to [rival]? Explore why Rootstock is the better choice", the same seven comparison row labels, the same three benefits ("Zero Integrations", "Enterprise-Grade Data Security", "Scalable, Flexible, & User-Friendly Interface"), the same pricing block and the same testimonials. None of them mentions AI.Source

Qualify at the booth with three questions (current ERP, CRM, biggest operational problem), send a follow-up within 48 hours with the matching story and switching guide, and give SDRs the scans the same day.

Show leads are warm for a short window; speed and relevance decide the meeting rate.

• Poor scan data

  Train booth staff on the questions.

• Your websiteHomepage: "AI-native ERP built for the way you operate" (the headline a year ago was "#1 Product and Manufacturing Cloud ERP"), "Enterprise backbone / Boutique experience", "Built natively on Salesforce for product-centric companies that make, move, and service goods". It promotes an AI readiness quiz ("Answer 10 quick questions"), a field service margin self-diagnostic, a FABTECH 2026 booth, a fifth year as a Leader in the Nucleus Research ERP Value Matrix and a 2026 State of Manufacturing Technology Survey report.Source
• HiringSales Development Representative (posted October 2, 2026, remote US or Canada): paid on "qualified opportunities generated, not raw activity volume"; researches "pain points relevant to ERP and manufacturing software buying decisions"; works in "Salesforce, Outreach, Nooks, ZoomInfo Copilot, LinkedIn Sales Navigator, and Claude"; coached by the Director of Demand Generation. The AE post pairs each AE with "a dedicated New Logo Hunting SDR".Source
• Your websiteEleven "Rootstock vs" pages (NetSuite, SAP Business One, Acumatica, Epicor, Microsoft Dynamics, Sage 50, Infor CloudSuite, SYSPRO, Plex Systems, Aptean, Odoo), updated September 2026, are 94-98% the same text with the rival's name swapped: "Looking for a reliable alternative to [rival]? Explore why Rootstock is the better choice", the same seven comparison row labels, the same three benefits ("Zero Integrations", "Enterprise-Grade Data Security", "Scalable, Flexible, & User-Friendly Interface"), the same pricing block and the same testimonials. None of them mentions AI.Source

Make six short cuts (for example medical device, industrial machinery, $50M-$200M), each with three findings and a "how you compare" chart, and use them in sequences, ads and a webinar.

Peer benchmarks are among the most opened content in B2B outreach, and the data already exists.

• Small segments

  Merge segments below a minimum sample.

• Your websiteHomepage: "AI-native ERP built for the way you operate" (the headline a year ago was "#1 Product and Manufacturing Cloud ERP"), "Enterprise backbone / Boutique experience", "Built natively on Salesforce for product-centric companies that make, move, and service goods". It promotes an AI readiness quiz ("Answer 10 quick questions"), a field service margin self-diagnostic, a FABTECH 2026 booth, a fifth year as a Leader in the Nucleus Research ERP Value Matrix and a 2026 State of Manufacturing Technology Survey report.Source
• HiringSales Development Representative (posted October 2, 2026, remote US or Canada): paid on "qualified opportunities generated, not raw activity volume"; researches "pain points relevant to ERP and manufacturing software buying decisions"; works in "Salesforce, Outreach, Nooks, ZoomInfo Copilot, LinkedIn Sales Navigator, and Claude"; coached by the Director of Demand Generation. The AE post pairs each AE with "a dedicated New Logo Hunting SDR".Source
• Your websiteNavigation: 11 industry pages (aerospace and defense to field service), role pages for IT, Operations, Finance, ERP Consultants and Salesforce AEs and SEs, Japanese and French versions of the site, Rootstock Ready and managed services, and a 2-minute overview video.Source

Record two-minute demos for each major industry and each "moving from X" scenario, publish them on YouTube and the matching pages, and use them as SDR follow-ups.

Short, specific demos qualify buyers and help champions sell internally.

• Demos date quickly

  Re-record with each major release.

• Public channelsYouTube: 561 subscribers, 64 videos, about 65,000 views. Customer community: the Root Group user group and a Success Community.Source
• Your websiteHomepage: "AI-native ERP built for the way you operate" (the headline a year ago was "#1 Product and Manufacturing Cloud ERP"), "Enterprise backbone / Boutique experience", "Built natively on Salesforce for product-centric companies that make, move, and service goods". It promotes an AI readiness quiz ("Answer 10 quick questions"), a field service margin self-diagnostic, a FABTECH 2026 booth, a fifth year as a Leader in the Nucleus Research ERP Value Matrix and a 2026 State of Manufacturing Technology Survey report.Source
• Your websiteEleven "Rootstock vs" pages (NetSuite, SAP Business One, Acumatica, Epicor, Microsoft Dynamics, Sage 50, Infor CloudSuite, SYSPRO, Plex Systems, Aptean, Odoo), updated September 2026, are 94-98% the same text with the rival's name swapped: "Looking for a reliable alternative to [rival]? Explore why Rootstock is the better choice", the same seven comparison row labels, the same three benefits ("Zero Integrations", "Enterprise-Grade Data Security", "Scalable, Flexible, & User-Friendly Interface"), the same pricing block and the same testimonials. None of them mentions AI.Source

Ask Root Group members for reviews after each meeting, build a reference pool by industry and system replaced, and thank references with early access or event seats.

Fresh reviews and ready references shorten late-stage evaluations.

• Review fatigue

  Limit asks to once a year per customer.

• Public channelsYouTube: 561 subscribers, 64 videos, about 65,000 views. Customer community: the Root Group user group and a Success Community.Source
• Your websiteCustomer reviews page (last modified December 2023): selected 5.0 reviews from AppExchange, Gartner Peer Insights and Capterra and a 4.5 on G2; one review title reads "Built our Single Source of Truth with Salesforce and Roostock"; the same customer quote is credited to "CIO & CIS, Aphria" here and "CIO & CIA, Tilray" on the comparison pages.Source
• Your websiteSuccess stories hub: results such as "150% More Capacity" (Architectural Fabrication), "80% Reduction in Scrap Inventory" (Handsfree Group) and "223% Return on Investment" (Matouk), a Boston Dynamics quote, and 37 story pages, without filters by industry, company size or the system replaced.Source

Publish three recorded scenarios (quote with live capacity and material cost, a field service margin alert, an order risk warning that reaches sales), with the data path explained, and add an AI row to every switching guide.

Concrete demonstrations turn a crowded claim into Rootstock's single-data-model difference.

• Overpromising

  Show only shipped features.

• Your websiteHomepage: "AI-native ERP built for the way you operate" (the headline a year ago was "#1 Product and Manufacturing Cloud ERP"), "Enterprise backbone / Boutique experience", "Built natively on Salesforce for product-centric companies that make, move, and service goods". It promotes an AI readiness quiz ("Answer 10 quick questions"), a field service margin self-diagnostic, a FABTECH 2026 booth, a fifth year as a Leader in the Nucleus Research ERP Value Matrix and a 2026 State of Manufacturing Technology Survey report.Source
• Your websiteEleven "Rootstock vs" pages (NetSuite, SAP Business One, Acumatica, Epicor, Microsoft Dynamics, Sage 50, Infor CloudSuite, SYSPRO, Plex Systems, Aptean, Odoo), updated September 2026, are 94-98% the same text with the rival's name swapped: "Looking for a reliable alternative to [rival]? Explore why Rootstock is the better choice", the same seven comparison row labels, the same three benefits ("Zero Integrations", "Enterprise-Grade Data Security", "Scalable, Flexible, & User-Friendly Interface"), the same pricing block and the same testimonials. None of them mentions AI.Source
• Competitor researchRivals' own pages: Acumatica sells "Cloud ERP" with "a unique customer-centric licensing model"; Salesforce markets its own "manufacturing CRM" with "AI and automation". NetSuite, Epicor, Microsoft Dynamics and SAP Business One are the legacy and cloud ERPs named on Rootstock's comparison pages.See the research Source
• Your websiteA page for Salesforce AEs and SEs: "How can Rootstock Cloud ERP help Salesforce win more manufacturers?", "Built on the Salesforce Platform 15 years ago", with Refer a Lead, a 2-minute demo, the "15 Reasons" ebook and a "Big Book Of Customer Quotes".Source

Package a fixed-price, fixed-timeline move for each starting point (data migration, standard configuration, training, go-live support), delivered with SI partners, and market it on the comparison and industry pages.

A known price and timeline removes the biggest fear in ERP buying: an implementation that never ends.

• Scope creep

  Strict change process and add-on price list.

• Your websiteOctober 2026 blog posts aimed at owners and investors: "Every dollar of EBITDA exits at the multiple: how an ERP program drives sponsor returns" and "The earnings investors capitalize: how ERP-driven cost removal reaches a manufacturer's market cap". An "ERP equity value" calculator ("What is your ERP decision actually worth to the owners?") branches on founder-owned, private-equity-backed or public ownership; its page header still reads "Default HubSpot Blog".Source
• Your websiteNavigation: 11 industry pages (aerospace and defense to field service), role pages for IT, Operations, Finance, ERP Consultants and Salesforce AEs and SEs, Japanese and French versions of the site, Rootstock Ready and managed services, and a 2-minute overview video.Source
• Your websitePartners page: system integrators (for example Alto Consultants and Altitude Technology Group), ISVs such as 24Flow ("a Salesforce-native MES"), Avalara for tax, and Salesforce as the platform partner; plus Refer a Lead, a referral partner agreement, a "zero-touch partner referral" form and an October 2026 partnership with Nucleo.Source
• Your websitePricing appears only as three packages (Growth, Advanced, Enterprise) described by complexity, each with a "Request Quote" button and no prices, ranges or typical implementation times.Source

Identify manufacturers on Sales Cloud in each territory, offer a guided sandbox session with their own objects and a sample of their data, and run a dedicated campaign and AppExchange listing refresh around it.

Seeing ERP inside their own Salesforce removes the integration doubt that every other ERP has to answer.

• Data security concerns

  Use sample data unless the prospect opts in.

• Your websiteA page for Salesforce AEs and SEs: "How can Rootstock Cloud ERP help Salesforce win more manufacturers?", "Built on the Salesforce Platform 15 years ago", with Refer a Lead, a 2-minute demo, the "15 Reasons" ebook and a "Big Book Of Customer Quotes".Source
• HiringAccount Executive, North America (posted September 29, 2026, remote US or Canada): "This is not a transactional product. Our buyers require education, business case development, and clear platform differentiation. We win by leading with insight." The "Competitive set is legacy and disconnected ERP, most often displaced by showing a unified operations and CRM platform." A named territory of accounts "typically $50M to $500M in revenue", deals of "$50K to $500K+", a buying committee across "operations, IT, and finance, up to C-level", with "Marketing, ABM, and partner-led programs feeding your territory, plus the Salesforce ecosystem as a co-sell channel".Source
• HiringSales Development Representative (posted October 2, 2026, remote US or Canada): paid on "qualified opportunities generated, not raw activity volume"; researches "pain points relevant to ERP and manufacturing software buying decisions"; works in "Salesforce, Outreach, Nooks, ZoomInfo Copilot, LinkedIn Sales Navigator, and Claude"; coached by the Director of Demand Generation. The AE post pairs each AE with "a dedicated New Logo Hunting SDR".Source
• Competitor researchRivals' own pages: Acumatica sells "Cloud ERP" with "a unique customer-centric licensing model"; Salesforce markets its own "manufacturing CRM" with "AI and automation". NetSuite, Epicor, Microsoft Dynamics and SAP Business One are the legacy and cloud ERPs named on Rootstock's comparison pages.See the research Source

Review DMARC reports, confirm every sending service (HubSpot, Outreach, Mimecast and others) is aligned, then move to quarantine and later reject. Consider a separate subdomain for SDR sequences.

Deliverability is a hidden ceiling on SDR output; aligned authentication protects it and the brand.

• Legitimate mail blocked

  Move in stages and watch reports.

• DNS checkrootstock.com publishes a DMARC record with "p=none" (monitoring only) and an SPF record ending "~all".Source
• HiringSales Development Representative (posted October 2, 2026, remote US or Canada): paid on "qualified opportunities generated, not raw activity volume"; researches "pain points relevant to ERP and manufacturing software buying decisions"; works in "Salesforce, Outreach, Nooks, ZoomInfo Copilot, LinkedIn Sales Navigator, and Claude"; coached by the Director of Demand Generation. The AE post pairs each AE with "a dedicated New Logo Hunting SDR".Source
• Your websiteThe homepage loads scripts from HubSpot, Hotjar, ZoomInfo, TechTarget, G2, Leadfeeder, AdRoll, The Trade Desk, LinkedIn and Bing ads and a Salesloft tracking script, although the SDR post lists Outreach as the sales engagement tool.Source

List every tag with its owner and use, remove the ones nobody uses, consolidate overlapping intent sources into one account view for SDRs, and load the rest after consent and interaction.

Fewer, better-used signals help SDRs prioritize and speed up the site at the same time.

• Breaking a report someone uses

  Announce removals two weeks ahead.

• Your websiteThe homepage loads scripts from HubSpot, Hotjar, ZoomInfo, TechTarget, G2, Leadfeeder, AdRoll, The Trade Desk, LinkedIn and Bing ads and a Salesloft tracking script, although the SDR post lists Outreach as the sales engagement tool.Source
• Google PageSpeedReal Chrome visitors fail Core Web Vitals on rootstock.com: homepage LCP 6.9 s, CLS 0.17 and time to first byte 4.9 s at the 75th percentile; across the site LCP is 5.5 s and 50% slower than before. In the lab the homepage scores 44 on mobile (LCP 13.4 s), loads 3.4 MB in 281 requests from 40 third-party services, with about 2.8 s of render-blocking requests.Source
• HiringSales Development Representative (posted October 2, 2026, remote US or Canada): paid on "qualified opportunities generated, not raw activity volume"; researches "pain points relevant to ERP and manufacturing software buying decisions"; works in "Salesforce, Outreach, Nooks, ZoomInfo Copilot, LinkedIn Sales Navigator, and Claude"; coached by the Director of Demand Generation. The AE post pairs each AE with "a dedicated New Logo Hunting SDR".Source