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Acumatica > Case Studies > Bell and Company
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Bell and Company

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
The 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 The 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.
The 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.
Operational Impact
  • 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.
  • The company has improved its customer service by providing mobile access to its employees.
  • The implementation and employee training were streamlined due to the easy-to-use system.
Quantitative Benefit
  • Reduced accounting costs by bringing AP in-house
  • No fees for growing the business due to Acumatica's unlimited user pricing

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