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Growing Medical Supplier Provides Exceptional Service by Implementing AccountMate CRM
Customer
Davis Medical Electronics, Inc.
www.davismedical.com
Corporate Headquarters
Vista, California
Type of Business
Distributor of new and
refurbished medical equipment,
supplies and service
Number of Locations: 2
Number of Employees: 12
Software Installed:
Customer Relationship
Management (INFOtrac for
AccountMate)
Accounts Payable
Accounts Receivable
Bank Reconciliation
Consolidated Ledger
Contact Manager
General Ledger
Inventory Control
Manufacturing
Purchase Order
Return Authorization
Sales Order
“Excellent tool for managing lead sales and it’s something that will be able to scale with our company as we continue to grow.”
- Brian Hibbits, IT Director,
Davis Medical Electronics
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Since 1980, Davis Medical Electronics, Inc. has distributed new and refurbished medical
equipment, supplies and service throughout the United States. With two locations, the
company runs a lean, successful, customer oriented operation.
Their success is built on four founding principles: attention to details, distributing quality
products, establishing long-term customer relationships and understanding how to make
medical practices profitable. “We give our customers a level of service and support that
they can’t find with any other medical equipment suppliers”, says Brian Hibbits, IT Director,
Davis Medical.
The Challenge
Although they used AccountMate Software to run their core business unit for the last
two decades, the company tracked their sales leads and customer follow ups in Excel.
This process was labor intensive and difficult to manage as more sales representatives
joined the company. In 2006, Davis Medical strategically developed their internet business
and outgrew their current client management system. “We quickly realized that an enhanced
client and lead tracking solution was needed to manage existing customers and post-sales
marketing”, says Hibbits.
Davis Medical specifically looked for a Customer Relationship Management (CRM) solution
that would manage company workflow, track and assign new leads, and automate the business
process on customer follow-up. Capturing, qualifying and marketing to new prospects was
essential to their business. At the same time, the company needed to upgrade their accounting
system and wanted a financial business solution that would integrate their lead management
requirements.
The Solution
To accommodate their growing business, Davis Medical upgraded their accounting system to
AccountMate for SQL, which provides the essential business backbone they were looking for.
INFOtrac for AccountMate, AccountMate’s CRM solution, provides a complete business solution
by seamlessly integrating lead management processes and financial accounting functions.
Prior to the INFOtrac for AccountMate installation, Davis Medical maintained three separate
databases: one database managing the service department, one database supporting key
accounting functions and another database handling new prospects. Managing these databases
was time consuming and inefficient. Using INFOtrac for AccountMate, Davis Medical was able to
consolidate three separate databases into one. Now, they have a real time CRM solution with every
interaction entered for their prospects, customers and contacts in one centralized place.
With one view, employees have quick access to current and
historical client information and “can support customers more
effectively”, adds Hibbits. Employees have immediate access to
their clients’ complete history for service, accounting and sales
information cross-functionally. By sharing all pertinent real-time
information, INFOtrac for AccountMate helps standardize the internal
sales and service process, simplify company-wide communications
and provide exceptional customer service.
Using INFOtrac for AccountMate, Davis Medical has the ability to
track, forecast and manage their company’s sales activity. Every
sales opportunity is captured and funneled directly to the sales
representative. By automating sales forecasting, the company can
track leads from all marketing efforts, determine the probability of
which leads will convert to sales and establish the correct inventory
requirements. INFOtrac for AccountMate is synched up with outside
sales, so the salespeople in multiple locations have current product,
pricing and customer information.
The Results
Integrating INFOtrac for AccountMate, Davis Medical Electronics, Inc.
has reached their goal of increasing the level of customer service and
support. By centralizing all real-time, pertinent customer information,
any employee can support the customer in the same manner to
which they were accustomed. So now, problems associated with
company growth should be seamless to the customer. “INFOtrac
for AccountMate is an excellent tool for managing sales leads and
it’s something that will be able to scale with our company as we
continue to grow.” says Hibbits.
About AccountMate Software Corporation
Founded in 1984, AccountMate develops and markets fully
modifiable business accounting software. Systems range from
single user versions to those that support over hundreds of users
simultaneously. AccountMate software is distributed exclusively
through a worldwide channel of authorized business partners.
AccountMate can be reached at (800) 877-8896 or at
www.accountmate.com.
About Davis Medical Electronics, Inc.
Davis Medical is a distributor of new and refurbished medical
equipment, supplies and service throughout the United States.
Since 1982, they have helped thousands of doctors build successful
practices. Davis Medical can be reached at (800) 422-3547 or at
www.davismedical.com.
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