Case Study: Pioneer Motor Bearing achieves unified cloud CRM and ERP and streamlined operations with Rootstock

Pioneer Transforms Business with Rootstock Cloud ERP and Salesforce CRM

Pioneer Motor Bearing, a fourth-generation, 100-year family business that manufactures and repairs fluid-film bearings, was held back by an aging on‑premise ERP that required double entry, manual estimating, delayed reporting and costly upgrades—preventing a true 360° view of customers and limited visibility into shop‑floor capacity and job costing.

Pioneer moved to Salesforce CRM with Rootstock Cloud ERP (native on the Salesforce platform), built low‑code custom apps for estimating, labor booking and quality, and integrated FinancialForce and Box. The result: real‑time manufacturing metrics (vs. 18 days), automated quote‑to‑order processes, elimination of double entry, much faster report creation, improved shop‑floor data capture and the agility to make system changes without code—enabling continuity and faster business decisions.

Pioneer Motor Bearing

Jeremy Bardet

Finance and Systems Manager