Acumatica Case Studies Bell and Company

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	Bell and Company Acumatica

Bell and Company

Acumatica

Technology Category	Platform as a Service (PaaS) - Data Management Platforms
Applicable Functions	Business Operation Sales & Marketing
Use Cases	Inventory Management Supply Chain Visibility
Services	Cloud Planning, Design & Implementation Services
Challenge	Bell and Company, an industrial and marine parts distributor, was using QuickBooks' Enterprise Edition to automate its financial processes. However, the president of the company, Dan Wilkins, realized that he needed more than a simple accounting package to run his small business and deliver superior customer service. The financial software lacked sophisticated reporting, dashboards, and didn't integrate with third parties, such as a CRM. The company was looking for an affordable Enterprise Resource Planning (ERP) system for small businesses that could provide automated communication with customers, sophisticated reporting, and integration with third-party systems. Read More
About Customer	Bell and Company is an industrial and marine parts distributor based in Mobile, Alabama. The company was using QuickBooks' Enterprise Edition to automate its financial processes. The president of the company, Dan Wilkins, joined the family business in 2008 and one of his first actions was to move the company from a paper system to QuickBooks. The company's goal is to deliver the right products to its customers when they need them. The team of eight proactively tracks manufacturers' orders to ensure there are no delays in shipping to its customers. Read More
Solution	After thorough research, Wilkins chose Acumatica's cloud-based ERP for its tight integration between sales and purchase orders, unlimited user pricing, high configurability, ease of use and flexibility, detailed help and information available on every screen, and no additional hardware investment with the cloud version. The implementation of the new software solution involved loading historical data and product information into the software. Importing all Business Accounts and Items into Acumatica was straightforward and easier than expected. Read More Log in to view content
Contents

Technology Category

Platform as a Service (PaaS) - Data Management Platforms

Applicable Functions

Business Operation

Sales & Marketing

Use Cases

Inventory Management

Supply Chain Visibility

Services

Cloud Planning, Design & Implementation Services

Challenge

Bell and Company, an industrial and marine parts distributor, was using QuickBooks' Enterprise Edition to automate its financial processes. However, the president of the company, Dan Wilkins, realized that he needed more than a simple accounting package to run his small business and deliver superior customer service. The financial software lacked sophisticated reporting, dashboards, and didn't integrate with third parties, such as a CRM. The company was looking for an affordable Enterprise Resource Planning (ERP) system for small businesses that could provide automated communication with customers, sophisticated reporting, and integration with third-party systems.

About Customer

Bell and Company is an industrial and marine parts distributor based in Mobile, Alabama. The company was using QuickBooks' Enterprise Edition to automate its financial processes. The president of the company, Dan Wilkins, joined the family business in 2008 and one of his first actions was to move the company from a paper system to QuickBooks. The company's goal is to deliver the right products to its customers when they need them. The team of eight proactively tracks manufacturers' orders to ensure there are no delays in shipping to its customers.

Solution

After thorough research, Wilkins chose Acumatica's cloud-based ERP for its tight integration between sales and purchase orders, unlimited user pricing, high configurability, ease of use and flexibility, detailed help and information available on every screen, and no additional hardware investment with the cloud version. The implementation of the new software solution involved loading historical data and product information into the software. Importing all Business Accounts and Items into Acumatica was straightforward and easier than expected.

Impact #1	The sales team of Bell and Company has become more efficient by being able to access contact information from the field, manage workflows through one system, and access sales and purchase orders quickly.
Impact #2	The company has improved its customer service by providing mobile access to its employees.
Impact #3	The implementation and employee training were streamlined due to the easy-to-use system.

Impact #1

The sales team of Bell and Company has become more efficient by being able to access contact information from the field, manage workflows through one system, and access sales and purchase orders quickly.

Impact #2

The company has improved its customer service by providing mobile access to its employees.

Impact #3

The implementation and employee training were streamlined due to the easy-to-use system.

Benefit #1	Reduced accounting costs by bringing AP in-house
Benefit #2	No fees for growing the business due to Acumatica's unlimited user pricing

Benefit #1

Reduced accounting costs by bringing AP in-house

Benefit #2

No fees for growing the business due to Acumatica's unlimited user pricing

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Overview

Bell and Company

Operational Impact

Quantitative Benefit