Effective Salesforce Inventory Management: Unaric Asset & Inventory Management App Review

From Spreadsheets to Salesforce: A Better Way to Track Your Inventory

Managing inventory can be a real challenge, especially when businesses rely on spreadsheets or disconnected systems. Without a robust system in place, tracking assets, handling reservations, and managing stock levels can become chaotic.

Imagine a healthcare company that loans out expensive medical equipment to clinics. Without a proper tracking system, they risk losing devices, missing maintenance schedules, or facing compliance issues. Similarly, a field service team managing tools across multiple locations needs real-time updates to avoid delays and losses. These are just a few examples of how a Salesforce inventory management app can make a huge difference.

Why Businesses Need a Native Inventory Management Solution

Traditional inventory tracking methods, like Excel spreadsheets or third-party software, often lead to data silos, errors, and inefficiencies. Businesses that use Salesforce for sales and customer management need a Salesforce-native inventory management solution that integrates directly with their existing workflows.

There is an app that could help you –  Unaric Asset & Inventory Management is an app that allows companies to track, manage, and optimize their inventory without leaving Salesforce. Whether you need to reserve assets, scan barcodes, or manage loaned equipment, Unaric provides a seamless inventory management experience within Salesforce.

In this review, we’ll explore how Unaric helps businesses improve their inventory management in Salesforce. We’ll cover its key features, pricing, and real-world use cases. 

Let’s dive in!

Image source: Unaric Inventory Management 

What is Unaric Asset & Inventory Management? A Complete Salesforce Inventory Solution

For businesses that rely on Salesforce, keeping track of inventory, assets, and stock movement can be a challenge. Many companies still depend on outdated methods such as spreadsheets, disconnected databases, or manual tracking, which often lead to errors, lost assets, and inefficiencies. 

Unlike standalone inventory management software for Salesforce, Unaric Asset & Inventory Management is a native Salesforce inventory management system that works within your existing Salesforce setup. Whether you need to track company-owned equipment, loan devices to clients, or manage stock for sales and fulfillment, Unaric makes it easy to control everything centrally.

The Role of Inventory Management in Business Success

Inventory management plays a critical role in business operations, ensuring that products, equipment, and raw materials are available when and where they are needed. Without a proper system, businesses risk overstocking, which ties up capital, or understocking, which leads to lost sales and frustrated customers.

An efficient inventory management system in Salesforce enables businesses to:

• Track assets in real-time 
• Reduce human errors in stock management 
• Optimize stock levels and prevent shortages 
• Automate inventory updates and reservations 
• Improve fulfillment accuracy and customer satisfaction

And Unaric Asset & Inventory Management transforms Salesforce into a fully functional inventory management solution.

Salesforce’s Native Inventory Management Features: A Built-in Solution

Before diving into how Unaric enhances Salesforce inventory management, it’s important to understand that Salesforce itself offers native tools for handling inventory. Consumer Goods Cloud provides built-in inventory tracking, making it an excellent foundation for businesses that require end-to-end stock management.

Image Source: Salesforce, What is Inventory Management?

Key Native Salesforce Inventory Management Features

Inventory Control Templates – Define how products are tracked, including unit measurements, ownership (manufacturer or customer), and stock visibility.

Inventory Transaction Templates – Automate how stock levels change when orders are placed, shipments are received, or products are returned.

Quota Management – Set limits on product distribution, ensuring controlled supply to customers or sales reps based on legal or company policies.

Cash Float Tracking – Manage cash transactions for sales reps handling direct payments, ensuring proper accounting of revenue.

Inventory Tracking via Order Management – Businesses using Salesforce order management implementation solutions can integrate inventory tracking to ensure stock availability before processing orders.

These features are available in Salesforce Consumer Goods Cloud and require proper configuration to ensure seamless inventory tracking. However, they are not always enough for businesses with complex inventory needs, especially those requiring barcode scanning, equipment loans, or multi-location stock tracking. This is where Unaric adds significant value.

How Unaric Asset & Inventory Management Enhances Salesforce’s Capabilities

While Salesforce AppExchange inventory management solutions provide standard tools, Unaric takes inventory tracking to the next level by offering:

Barcode & QR Code Scanning – Instantly update inventory using mobile phones, reducing manual errors. No scanner is needed, use a phone instead!
Reservations & Loan Management – Track loaned assets, set return reminders, and automate assignments.
Mobile Accessibility with GPS Tracking – Scan items and update records in real-time, even in the field.
Seamless Integration with Salesforce – Link inventory data directly to Contacts, Accounts, Opportunities, and Cases.
Custom Fields & Process Automation – Modify Unaric to fit unique business workflows.

For example, an IT services company can use Unaric to assign laptops, tools, and mobile devices to employees, track their condition, and schedule maintenance. Meanwhile, a manufacturing firm can integrate Unaric with Salesforce supply chain management solutions to track materials, automate replenishment, and streamline production processes.

Who Uses Unaric for Inventory and Asset Management?

Unaric is designed for a variety of industries, including:

• Healthcare & Life Sciences – Tracking medical equipment, managing loaned devices, and ensuring compliance. 
• Field Service & IT Management – Assigning technical tools, spare parts, and company-owned laptops to employees. 
• Retail & Distribution – Monitoring stock levels, handling orders, and managing fulfillment processes. 
• Manufacturing – Managing raw materials, work-in-progress items, and final products with Salesforce integration. 
• Nonprofits – Tracking donations, inventory loans, and distributions efficiently.
• Retail businesses – Salesforce-based inventory management software can automate stock tracking, sales fulfillment, and order returns, reducing delays and improving efficiency. Businesses in retail can further optimize their workflows with Salesforce order management implementation solutions.

Why Choose Unaric?

Many businesses using Salesforce AppExchange inventory management tools rely on separate systems that require complex integrations. However, Unaric provides a native Salesforce solution that offers:

• Real-time inventory tracking within Salesforce 
• No need for external software or API connections 
• Seamless integration with Sales Cloud, Service Cloud, and Experience Cloud 
• Scalability to handle growing inventory needs 
• Better cost efficiency compared to third-party systems

By using Unaric, companies gain a Salesforce inventory management system that ensures every asset is accounted for, minimizing stock losses and improving operational efficiency.

If your company struggles with lost inventory, manual stock updates, or inefficient tracking systems, Unaric provides a fully integrated Salesforce inventory management solution that eliminates these challenges. It extends Salesforce’s native inventory features while offering advanced tools like barcode scanning, asset reservations, and mobile tracking.

To explore more solutions, check out the best Salesforce inventory management apps to compare Unaric with other leading options.

Key Features of Unaric Asset & Inventory Management

Unaric is a Salesforce inventory management app designed to simplify asset tracking, stock management, and inventory control within Salesforce. Businesses that rely on spreadsheets or disconnected systems often struggle with lost inventory, inaccurate records, and inefficient workflows. Unaric eliminates these challenges by providing a fully integrated inventory management solution inside Salesforce.

Below are the key features that make Unaric one of the best inventory management software Salesforce apps for businesses of all sizes.

Barcode & QR Code Scanning for Instant Inventory Updates

Unaric allows businesses to track inventory using barcode and QR code scanning directly from the Salesforce mobile app. Instead of manually updating stock records, employees can scan an item’s barcode or QR code using their mobile device, instantly updating its status and location in Salesforce.

No barcode or QR code scanner is required, just your phone with the App, and you can scan and add items in Salesforce. Sounds easy, isn’t it?

Why it Matters:

• Eliminates manual data entry errors
• Speeds up inventory tracking
• Works with existing mobile devices
• Records GPS location for every scan

Reservations & Loan Management: Track Equipment Assignments

Many businesses need to reserve and loan equipment, whether for customer trials, internal use, or field operations. Unaric makes this process seamless by allowing users to assign assets to employees, customers, or prospects while keeping a complete transaction history in Salesforce.

Example:
A medical equipment manufacturer loans demo equipment to hospitals. With Unaric, they can easily track which assets are loaned out, who has them, and when they are due for return. Automated return reminders ensure that demo units are available for new prospects when needed.

Also, you can request a piece of needed equipment through a new Equipment Request. As a result, new requests for equipment will be created.

Why It Matters:

• Boosts loan workflow efficiency and the revenue potential of each asset
• Tracks assets throughout their lifecycle
• Reduces lost or misplaced inventory
• Improves visibility into upcoming returns

Customizable Inventory Fields & Workflows

Unaric allows businesses to customize their inventory tracking process by adding custom fields, modifying page layouts, and automating processes using Salesforce Flow and Process Builder. This flexibility ensures that the system adapts to different business models rather than forcing businesses to follow a rigid structure.

Example:
A manufacturing company tracks spare parts in Salesforce. By using Unaric’s custom fields, they can store warranty details, maintenance history, and reorder alerts. Automated workflows notify the purchasing team when stock levels fall below a specific threshold.

Why It Matters:

• Adapts inventory tracking to different business needs
• Automates stock replenishment alerts
• Customizes reports and dashboards
• Supports approval processes for inventory requests

Mobile Accessibility & GPS Tracking

Field teams need access to inventory data while on the move. Unaric supports full mobile accessibility, allowing employees to scan, update, and track inventory from any location. It also captures GPS location data, making it easier to monitor assets in real-time.

Example:
A construction company managing expensive tools can track which job site each piece of equipment is located at. GPS tracking ensures tools are accounted for, reducing the risk of loss or theft.

Why It Matters:

• Enables real-time inventory tracking for field teams
• Reduces asset misplacement
• Enhances accountability for mobile inventory

Seamless Integration with Salesforce Data & Processes

Since Unaric is built natively on Salesforce, it integrates seamlessly with Sales Cloud, Service Cloud, and Experience Cloud. Businesses can link inventory data to Contacts, Accounts, Opportunities, and Cases, ensuring that inventory management software Salesforce aligns with existing Salesforce workflows.

Example:
A customer support team using Salesforce Cases can automatically link replacement parts or loaned equipment to customer records. When a support agent assigns a new item to a case, Unaric updates inventory records instantly, preventing duplicate entries and stock discrepancies.

Why It Matters:

• Reduces data silos between departments
• Connects inventory to sales, service, and operations
• Supports automation and reporting

Inventory Tracking for Compliance & Auditing

Businesses in regulated industries, such as healthcare and finance, need detailed asset tracking for compliance and auditing. Unaric provides full historical tracking of every inventory transaction, ensuring that companies can monitor who assigned an asset, where it is located, and its maintenance history.

Example:
A hospital managing medical devices can store detailed logs of every piece of loaned equipment, including when it was last serviced, who used it, and when it must be returned for compliance checks.

Why It Matters:

• Provides full inventory visibility
• Ensures compliance with regulatory requirements
• Simplifies audits with detailed reporting

Add-On Features: Consumables & Depreciation Tracking

For businesses that manage consumable inventory (such as medical supplies or office consumables), Unaric offers an optional consumables tracking feature. Additionally, companies that need to track asset depreciation for financial reporting can enable Unaric’s straight-line depreciation feature, which automates value calculations.

Example:
A healthcare company tracking syringes and test kits can monitor usage rates, set reorder alerts, and ensure that essential supplies never run out.

Why It Matters:

• Helps businesses manage consumables efficiently
• Automates depreciation calculations
• Enhances financial reporting for asset-heavy industries

For companies looking for an advanced Salesforce inventory management system, Unaric provides the flexibility, automation, and real-time tracking capabilities that modern businesses need.

Pricing and Licensing for Unaric Asset & Inventory Management

Unaric is a paid Salesforce inventory management solution, designed for businesses that need to track assets, manage stock, and automate inventory workflows. It follows a per-user subscription model with a minimum requirement of 10 users per organization.

The table below outlines Unaric’s pricing model, including base costs, additional features, and nonprofit discounts.

Unaric Pricing Breakdown
Feature	Cost	Details
Base Subscription	$300 per user per year	Includes inventory tracking, barcode scanning, asset reservations, and Salesforce integration.
Minimum Users	10 users per organization	A minimum of 10 users is required per organization.
Minimum Annual Cost	$3,000 per organization per year	The total cost for organizations with 10 users.
Free Trial	30 days	Full-featured access for evaluation before purchasing.
Consumables Tracking	$60 per user per year	Tracks frequently used items like medical supplies or office consumables.
Depreciation Tracking	$1,200 per organization per year	Automates asset depreciation calculations for financial reporting.
Nonprofit Discount	50% off all plans	Reduces the base subscription and add-on costs for nonprofit organizations.
Nonprofit Minimum Cost	50% off or $1,500 per organization per year	Nonprofit pricing with a 50% discount applied.

This section outlines the base pricing, optional add-ons, and nonprofit discounts in details to help businesses determine whether Unaric fits their needs.

Base Pricing

Unaric’s pricing is structured around an annual subscription model.

• Cost per user: $300 per year
• Minimum required users: 10
• Minimum total cost per year: $3,000 per organization
• Free trial: 30 days

This includes core features such as inventory tracking, barcode scanning, asset reservations, and seamless integration with Salesforce.

For example, a field service company managing equipment loans would pay $3,000 per year for 10 users. This allows employees to scan barcodes, track asset assignments, and automate stock updates without manual data entry.

Optional Add-Ons

Unaric offers additional features for businesses with specialized inventory tracking needs.

Consumables Tracking – $60 per user per year

• Helps businesses manage frequently used or perishable items, such as medical supplies, office consumables, or retail inventory.
• Tracks usage rates, replenishment needs, and expiration dates.
• Reduces waste and ensures stock is always available without over-ordering.

For example, a healthcare provider tracking medical supplies can receive automated restock alerts when essential items like gloves or syringes are running low.

Depreciation Tracking – $1,200 per organization per year

• Automates depreciation calculations for financial reporting.
• Tracks the value of assets over time, including maintenance history and resale potential.
• Useful for businesses with high-value equipment, IT devices, or rental assets.

For example, an IT services company tracking company-issued laptops and servers can use this feature to monitor asset values, track maintenance costs, and ensure accurate depreciation calculations for accounting and tax purposes.

Nonprofit Discount

Unaric provides a 50 percent discount for nonprofit organizations, making it a more accessible solution for charities, educational institutions, and community programs that need to track donations, loaned equipment, or distributed supplies.

Nonprofit Pricing Breakdown

• Cost per user: $150 per year after the discount
• Minimum required users: 10
• Minimum total cost per year: $1,500 per organization
• Add-ons available at 50 percent off

For example, a nonprofit providing educational laptops to students can use Unaric to track which students receive devices, set return schedules, and ensure fair distribution, all at a reduced cost.

With a minimum annual cost of $3,000, Unaric is best suited for businesses that rely on Salesforce for daily operations and need a structured inventory management software Salesforce system. While smaller businesses may find the pricing challenging, the automated workflows, mobile scanning, and real-time inventory tracking make it a cost-effective investment for organizations with complex inventory needs.

Real-Life Use Cases and Success Stories

Unaric Asset & Inventory Management has helped various companies improve their inventory processes by integrating with Salesforce. Below are examples of how three organizations benefited from implementing Unaric. All Customer Success Stories are from: Unaric Customer Success Stories

Kawasaki: Enhancing IT Asset Management

Challenge: Kawasaki managed thousands of IT assets using spreadsheets, leading to poor visibility of equipment assignments, maintenance schedules, and asset depreciation. This approach made it difficult to track where equipment was located, who needed it, and when it was due for return.

Solution: Kawasaki integrated Unaric into their Salesforce CRM to track and manage all IT assets. They utilized Unaric’s mobile app for annual inventory checks, equipment loans, and maintenance tracking.

Results: The company achieved global visibility of all IT assets within Salesforce, streamlining logistics and maintenance without relying on outdated spreadsheets. They also improved the management of asset depreciation, budgeting, and reporting.

Source: Unaric Asset Management

GE Healthcare: Managing Extensive Equipment Inventory

Challenge: GE Healthcare needed a consistent global process to manage a vast inventory of demo and evaluation equipment. Their existing system was inefficient and error-prone, making it hard to track and fulfill sales team requests.

Solution: They implemented Unaric Inventory Management, embedding it into their Salesforce processes. This provided a unified platform for scanning, assigning, tracking, and reporting equipment, ensuring global adoption among sales and technical teams.

Results: GE Healthcare better managed hundreds of thousands of demo equipment pieces, resulting in a 23% reduction in required inventory. Coordinators now have a streamlined, efficient process, enhancing overall operational efficiency.

Source: Unaric Asset Management

National Instruments: Tracking Evaluation Equipment Globally

Challenge: National Instruments faced challenges managing globally distributed evaluation equipment. They had inconsistent processes for requesting, reserving, and tracking inventory, with limited visibility into how inventory linked to Salesforce account and contact data.

Solution: The company implemented Unaric Inventory Management, fully integrating it with Salesforce Accounts and Contacts. This provided field engineers with a global view of available inventory, enabling more effective scheduling and management of demo and evaluation equipment.

Results: Improved visibility and control led to decreased spending on evaluation equipment and reduced overdue returns. Detailed knowledge of utilization rates for each piece of equipment allowed for more informed decision-making, enhancing overall efficiency.

Source: Unaric Asset Management

These examples illustrate how Unaric’s integration with Salesforce helps organizations across various industries streamline inventory management, improve asset visibility, and enhance operational efficiency. Also, the average rating of the app on AppExchange is 4.98 out of 5. 

Wrapping Up: Why Unaric Makes Inventory Management Easier

Keeping track of inventory can be a challenge for any business, whether it’s managing expensive IT equipment, medical devices, or stock in a warehouse. Without the right system in place, your assets are not maximizing their revenue potential. 

Unaric solves this by bringing inventory management directly into Salesforce. Instead of relying on separate software or manual spreadsheets, businesses can track, update, and manage their inventory in real-time, alongside their customer data existing processes in Salesforce.. Since Unaric is built natively for Salesforce, there’s no need for complicated integrations or duplicate data entry. Features like barcode and QR code scanning, automated workflows, and real-time dashboards help teams work faster and more accurately.

One of Unaric’s biggest benefits is automation. Tasks like low-stock alerts, approval requests for high-value assets, and maintenance reminders can run on their own, reducing the need for constant manual updates. This helps sales and service teams get the most up-to-date inventory data, making it easier to respond to customer needs quickly and accurately.

If we look at the Customer Success Stories of Unaric, they are impressive. Kawasaki replaced outdated spreadsheets with real-time IT asset tracking, making their inventory management more efficient. GE Healthcare standardized its demo equipment process, cutting unnecessary inventory by 23% while improving availability. National Instruments improved how it tracks and assigns evaluation equipment, reducing unnecessary purchases and overdue returns. 

For companies looking for a scalable and flexible inventory management Salesforce solution, Unaric adapts to different industries while offering powerful tracking, automation, and reporting tools. Whether a business needs to manage high-value equipment, coordinate field service inventory, or streamline warehouse operations, Unaric provides a centralized, easy-to-use solution within Salesforce.