Systems Integrator

Company Overview:

Multi-branch systems integrator providing products and services to post production industry.

Challenge:

Disparate systems had created silos of information and reduced ability to provide highest quality customer service.

Solution:

  • Phase 1 – Replace Sage 100 + SalesLogixCRM with Acumatica Cloud ERP.
  • Phase 2 – Implement Sales Tax automation and CRM integration with HubSpot.
  • Next phase – Implement Project Accounting and Services Management.

Results:

  • Phase 1 – Enable company to manage onboarding of new staff acquisitions with growth-friendly licensing improving rapid deployment and remote workforce.
  • Phase 2 – Real-time integration of sales tax and company dashboards for Sales and Lead Management.
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