In this Acumatica Customer Success Case Study, more than a decade ago, Bob Davis Sales moved from a paper-based operation to a digital operation, one you might consider first-generation. The company had three locations and each location was run on a version of a legacy Sage instance that didn’t talk to each other, which was inefficient and time-consuming when it came to forming an accurate picture of the business. As the oil and gas industry rebounded, Bob Davis Sales decided to invest in Acumatica to streamline operations and increase sales.

Bob Davis Sales saw an immediate boost in productivity not only from centralizing its three operations but by centralizing its customer accounts, many which were also run as separate entities due to their complexity. Historically the company operated as a manufacturer’s representative and consigned inventory, and each of its 24 manufacturers was run as its own company. That meant sales logged into as many as 27 systems a day–27 systems that didn’t talk to each other.

“We had to learn to work like a company with a single location,” Davis says. “I always knew one day we would make everything uniform and we used this opportunity to do that.”