Toffeln

When Toffeln looked for a new CRM to integrate with its accounting and order management systems, they found it difficult. They turned their attention to finding an ERP, considering a number of options, including NetSuite, SAP and Microsoft Dynamics. They discovered Acumatica through an online review on a website, and then researched what Acumatica offered.

Sales Manager Bradley Leflaive says they decided Acumatica had the flexibility Toffeln needed, to address both their current and their future needs: “They are a company that is constantly developing their product, that’s up-to-speed with the latest movements in the industry, in particular Microsoft.” He adds, “We thought that Acumatica would continue to make changes in the future, and being a Cloud-based system you would get the advantage of that ongoing improvement.”

Finance Manager Justin Leflaive identifies their integrated financial and customer data as the key benefit of Acumatica: “Having everything in one place – having our CRM contacts alongside the orders that are flowing through – and being able to report on it.”

Sales Manager Bradley adds, “Being able to drill down inside reports, so we can see from a profit-loss statement right down to the customer that’s placed the order has helped us to see exactly what is going on at the moment. We can very quickly drill into what’s happened.”

Justin reports they’ve found Acumatica easy to customize, and they like having automation schedules. They can also update a large number of records all at once, he says: “We can select a load of different customers or different records and update a certain field with a click of a button. It saves a lot of time.”

Toffeln is adding employees to focus on international growth. Bradley says Acumatica will help with that expansion: “It will mean we don’t have to reinvest and start all over again. We feel a bit more future-proof.”