If your business runs on Salesforce CRM, choosing the right order management system (OMS) is one of the most consequential technical decisions you will make. Get it right, and your sales team, fulfilment team, and customer service team all work from the same data. Get it wrong,g and you end up with disconnected records, manual workarounds, and frustrated customers chasing orders that nobody can locate.
This guide walks through the main OMS options available to Salesforce users in 2025, what each one is genuinely good at, and how to decide which fits your business.
An OMS is the software layer that sits between a customer placing an order and that order being fulfilled. It handles order capture, payment processing, inventory checking, routing to the right warehouse or fulfilment location, shipping, and returns. It keeps the customer informed at each stage.
For companies running Salesforce CRM, the OMS question matters more than it might for others. Salesforce already holds your customer profiles, your sales history, and your service cases. An OMS that sits in a separate silo means your agents are switching between screens, your reporting is fragmented, and your customer never gets a joined-up experience.
The closer your OMS sits to your CRM data, the better the outcome for everyone.
The most natural starting point for a Salesforce CRM user is Salesforce’s own OMS, which sits within Commerce Cloud.
Salesforce Order Management connects directly to your existing CRM data. Customer records, order history, and service interactions all live in one place. Your service agents can see an order without leaving Service Cloud. Your sales team can place orders on behalf of customers from within the same platform they use every day.
The system handles multi-channel orders online, in-store, mobile, and marketplace, and routes them according to fulfilment rules you define. It uses Einstein AI to automate routing decisions and select the fastest fulfilment option available. It also includes drag-and-drop workflow tools, so you can build and adjust fulfilment logic without writing code.
According to research published by Fynd, companies using an integrated OMS see order accuracy improvements of up to 30%. When that OMS is native to your CRM, those gains compound because there is no data translation happening between systems.
Salesforce OMS is an orchestration layer, not a warehouse management system. It tells your warehouse what to ship and from where, but it does not manage bin locations or picking routes inside the warehouse. If you need deep warehouse management functionality, you will still need a WMS alongside it.
Pricing is structured as a percentage of gross merchandise value, typically between 1% and 3% annuall,y which suits larger merchants but can feel steep for smaller operations.
Salesforce Order Management is the right choice if your business already uses multiple Salesforce products (Sales Cloud, Service Cloud, Commerce Cloud), if you process orders across several channels, and if a unified customer data model is a priority. Mid-market and enterprise retailers, B2B and B2C brands, and businesses scaling across global markets all fit the profile well.
NetSuite is an ERP first and an OMS second. Its order management module connects directly to the rest of the platform, accounting, inventory, procurement, and finance,e which makes it an excellent fit for businesses where order management and financial reporting need to work hand in glove.
NetSuite provides a genuinely unified view of orders, inventory, and financials. If you need to follow a customer from lead to invoice in a single system, NetSuite handles it well. Multi-location fulfilment, automated order routing, and real-time stock visibility across warehouses are all included.
Here is where it gets nuanced. Many companies actually run NetSuite and Salesforce side by side. They use Salesforce CRM for customer relationships and sales pipeline management, and NetSuite for ERP and financial operations. Connectors exist to sync data between the two, but they require configuration and ongoing maintenance.
If your primary motivation is keeping your OMS close to your Salesforce CRM data, NetSuite is a workaround rather than a native solution. It works, but there is friction.
NetSuite is a strong option for manufacturing companies, distributors, and businesses where inventory and financial management are as important as the customer-facing order experience. If you already have NetSuite for ERP and are considering adding Salesforce CRM, or vice versa, the integration is well-documented and manageable.
Brightpearl describes itself as a retail operating system. It handles inventory, order management, warehousing, fulfilment, accounting, and point of sale in one platform, with a particular focus on e-commerce and omnichannel retail brands.
Brightpearl customers report reducing manual errors by 65% on average, according to data published by the company. Its automation tools cover post-purchase operations comprehensively, including returns management, shipping, accounting, and inventory updates, all of which flow without manual input. Real-time reporting covers sales channels, inventory, and customer performance together.
It integrates with Salesforce CRM, though the connection is available as an add-on and requires configuration.
Brightpearl is best for retailers and wholesale businesses that trade across multiple channels and need fast deployment. It is less suited to businesses outside the retail space, and the Salesforce integration is not native in the way that Salesforce’s own OMS is.
Cin7 offers two products, Cin7 Core and Cin7 Omni, aimed at small and mid-sized businesses managing inventory across multiple locations, third-party logistics providers, and sales channels.
Cin7 has strong built-in EDI support and native 3PL integrations. It handles automated reordering, multi-location inventory, and sales channel synchronisation. For businesses where supply chain control and warehouse visibility are the primary concerns, Cin7 is a practical and cost-effective option.
It connects with Salesforce through third-party integrations, but like Brightpearl, it is not natively embedded in the Salesforce ecosystem.
Cin7 is a good fit for growing product-based businesses that need strong inventory controls without the cost of a full ERP. If your Salesforce CRM usage is relatively contained and your main pain point is inventory and fulfilment management, Cin7 covers the ground well.
Here is a straightforward framework. Answer these questions honestly,, and the right option becomes clearer.
Choosing the right OMS is only half the work. How it connects to your Salesforce CRM and how well that connection is configured determines what you actually get in practice.
Businesses that try to connect an OMS to Salesforce without a clear integration plan often end up with data duplication, broken workflows, and reporting that nobody trusts. Working with a specialist from the start saves significant time and cost.
At Sailwayz, the team works specifically with Salesforce CRM environments. As a registered Salesforce Consulting Partner, they help businesses assess which OMS fits their existing setup, configure the connections properly, and maintain the platform as it evolves. If you are at the point of making this decision and want experienced input, it is worth having a conversation before committing to a vendor.
Before shortlisting any system, run it against these criteria:
A common point of confusion: Salesforce Order Management is not a warehouse management system. It is a distributed order management (DOM) system. It orchestrates order,s deciding where they should be fulfilled from and passing that instruction to your warehouse system,m but it does not manage what happens inside the warehouse.
If your business needs to track bin locations, manage picking paths, or run a physically complex warehouse operation, you will likely need both an OMS and a WMS. Salesforce OMS sits in the middle, connecting your commerce platform to your warehouse system and your CRM data to your fulfilment operation.
Understanding this distinction before you start evaluating vendors saves a great deal of confusion later.
For most companies that run Salesforce CRM, Salesforce Order Management is the strongest starting point. The native data model, the connection to Service Cloud, and the omnichannel capability are real advantages that third-party integrations struggle to match cleanly.
That said, it is not the right answer for every business. If ERP integration is your primary need, NetSuite is worth serious consideration. If you are a retailer that needs fast deployment and retail-specific automation, Brightpearl is genuinely well built for that. If inventory management is your core challenge and budget is a constraint, Cin7 covers the ground.
The decision is worth taking carefully. An OMS that does not fit your Salesforce environment creates problems that compound over ttimeme duplicate data, manual workarounds, and a customer experience that feels disjointed. Getting it right from the start, with the right guidance, is considerably cheaper than fixing it later.
The team at Sailwayz specialises in exactly this kind of Salesforce environment planning. If you are working through this decision, they offer a free consultation to help you map out the right approach for your specific setup.
A CRM like Salesforce manages customer relationships, contacts, opportunities, service cases, and communications. An OMS manages the order lifecycle from purchase through fulfilment and returns. They serve different functions but work best when they share the same customer data, which is why the integration between the two matters so much.
Yes, many businesses do. Tools like NetSuite, Brightpearl, and Cin7 all offer Salesforce integrations. The trade-off is that you need to maintain the connection between systems, manage data synchronisation, and accept that some workflows will require switching between platforms. Native Salesforce OMS avoids most of these issues.
Salesforce Order Management is priced as a percentage of gross merchandise value and is generally more cost-effective at higher order volumes. Smaller businesses with simpler order workflows may find that a lighter tool like Cin7 or even Salesforce’s native order management features within Sales Cloud cover their needs at a lower cost.
A straightforward Salesforce OMS implementation for a mid-market retailer typically takes between three and six months. More complex setups, multiple warehouses, multiple storefronts, and ERP connections can take longer. Working with an experienced Salesforce consulting partner reduces implementation time and avoids common configuration mistakes.
Look for a registered Salesforce Consulting Partner with demonstrable experience in order management implementations. Ask for case studies relevant to your industry, check that they offer post-implementation support, and make sure they understand your fulfilment model before they start configuring anything. A good consultant asks more questions than they answer at the start of an engagement.
Joshua Eze is the Founder & Salesforce Architect at Sailwayz, a certified Salesforce Consulting Partner based in the UK. With over 6 years of experience leading CRM transformations, he is a certified Application & System Architect passionate about using technology to simplify business processes. Joshua helps companies unlock the full potential of Salesforce with strategic, scalable, and secure solutions.
