The record moves, not a copy
An order created in sales flows through procurement, fulfilment and finance as one record: never re-keyed between systems.
Truity ERP ยท Available now
Run your operations where your customers already live.
Truity ERP brings your core operational processes: procurement, operations and fulfilment: onto Salesforce, on the same records as the customers, orders and finance they connect to. One database behind the whole business, not a chain of systems bridged by integrations.
One database, end to end. When operations, sales and finance share one data model, an order doesn't get re-keyed from system to system: it moves through one platform, visible to everyone who needs it.
- Front office: customers, orders, opportunities
- Operations: procurement, inventory, fulfilment
- The overlap: one database the whole business runs on, no integration between.
Why it matters
Most ERPs sit in their own silo, bridged to everything else.
So an order placed by sales is re-entered into operations, inventory lives apart from the customer record, and finance reconciles all of it after the fact. Each hop is a copy, a delay, and a chance to disagree. Truity ERP removes the hops by running operations on the platform the rest of the business already uses.
Operations in real time
Everyone from the account rep to the operations lead sees the same live status, not a nightly export.
One database, fewer subscriptions
Consolidating operations onto the platform means fewer separate systems to license, integrate and maintain.
What it does for the business
Operations stops being the system only operations can see.
- The whole flow on one platform. Procurement, operations and fulfilment share the customer and order data your front office already works in.
- Real-time operational visibility. Status and cost are current, so leadership isn't reporting on last week.
- One data model to report from. Operational, sales and finance data join without a BI bridge: report across the whole business at once.
- Your existing security model. Profiles, permission sets and sharing rules govern operational data too: nothing new to maintain.
- Fewer systems to run. Retire standalone operational tools and the integrations that kept them in step with the CRM.
Who feels the difference
- 1Sales places an order that becomes an operational record with no re-entry.
- 2Operations works from the same customer and order data, live.
- 3Finance sees cost and revenue against the same records, no reconciliation.
- 4IT retires standalone systems and the integrations between them.
The foundation for AI
AI that acts is only as trustworthy as the data beneath it.
Agentic AI: systems that don't just answer questions but take actions across your business to get work done: is only as reliable as the data and permissions it reasons from. When your records are scattered across a dozen systems, an agent has no single source to trust and no single place to govern what it can see and do. Truity ERP runs on one data model, so the AI you adopt tomorrow starts from one source of truth and one security layer: a foundation federated architectures struggle to match.
Why native matters
No integration to babysit, because there is nothing to integrate.
One order record
The order sales creates is the order operations fulfils and finance recognises: one record, correct everywhere.
Your existing security model
Operational data inherits the Salesforce controls you already run, not a separate set.
Reporting your team already knows
ERP data is Salesforce data: available to the reports and dashboards your team already builds.
Part of the same library
CPQ, Finance, Logistics and Projects share the same records: quote to order to fulfilment to revenue, on one platform.
How you get it
Built and implemented by the same team.
The team that configures your org is the team that builds and supports the product, so they know the data model, the extension points and the upgrade path first-hand.
A typical ERP engagement covers your procurement and fulfilment processes, item and inventory setup, operational reporting, and training for the people who will run operations in Salesforce.
Talk to our teamGood questions to bring
- How many times is a single order re-entered across your systems today?
- What do your operational integrations cost to run and maintain?
- How current is the operational status your leadership reports on?
- How many separate operational subscriptions are you managing?
Book a walkthrough
See your own operation, on one platform.
Tell us how your operational systems are split today and where the hand-offs hurt. We'll show you what it looks like when the order never leaves the platform.