Case Study: Summit Imaging removes growth obstacles with Rootstock Cloud ERP and Salesforce

Summit Imaging removes obstacles to growth with RootStock, boosting reporting from a month behind to real time

Summit Imaging, a technology-focused ultrasound medical equipment repair company, faced obstacles to growth due to its reliance on three separate, non-integrated systems (an Access database, Salesforce CRM, and QuickBooks) and inefficient manual processes. This setup caused data silos, errors, and a lack of real-time visibility into critical operations like inventory and repair tracking. To modernize, they implemented Rootstock Cloud ERP on the Salesforce Platform.

The solution from Rootstock replaced their disparate systems with a single, integrated cloud ERP. This eliminated manual data entry, automated workflows from sales to accounting, and provided real-time visibility into inventory, repairs, and financials. As a result, Summit Imaging gained the ability to process same-day transactions and invoices, dramatically improved reporting speed, and now has comprehensive real-time data to drive business decisions and support further growth.

Summit Imaging