Bob Davis Sales, a distributor for oil and gas infrastructure products, faced inefficiencies with its legacy Sage systems. It had a Sage instance at each of its three locations. The siloed systems didn’t communicate, leading to time-consuming data entry processes. The company struggled with manual invoicing, inconsistent inventory tracking, and outdated processes, which became overwhelming as the industry rebounded.

With Acumatica, Bob Davis Sales centralized operations, streamlined inventory management, and improved productivity. Employees adopted efficient processes and reduced manual tasks. Reporting became faster, and mobile access allowed the sales team to gather and view data from the field. The company eliminated excess inventory and improved customer confidence with accurate, timely reports.