APR 8,2024
CRM
Digital Transformation Redefines Business Operations and Practices Propelling Company to New Heights
D.L. Sales Corporation
Company
D.L. Sales Corporation
Annual Revenue
More than $8 million
Location
Phoenix, AZ
Employees
51 to 200
Industry
Air Filter Services
NetSuite Modules Deployed
NetSuite ERP system
visit D.L. Sales Corporation
Return On Investment
Transition from QuickBooks
and Open Systems to
NetSuite ERP
D.L. Sales Corporation shifted
from using QuickBooks and
open systems to NetSuite ERP
to address challenges such
as manual data transfer and
inconsistencies in financial information.
Revenue Growth
D.L. Sales Corporation was able to double their sales in a few years without the need to hire one more administrative staff.
The company would have needed to hire at least
10 people without an ERP.
Increased Efficiency
Repricing a job took 30 minutes
and now D.L. Sales Corporation has that down to 30 seconds thanks to their ERP.
Improved Business Processes
Each month, D.L. Sales Corporation reprices about 800 jobs, with goVirtualOffice’s help and automating this process with the ERP, saving about
400 hours a month.
Objectives
With the team at goVirtualOffice and a new ERP, D.L. Sales Corporation can triple the amount of work without needing to add any administrative support positions.
D.L. Sales Corporation is a filter distribution business that primarily serves B2B customers. Before transitioning to an ERP, they were using QuickBooks for their financial operations and open systems software for other business functions.
Solution
The transition was prompted by several challenges and constraints they faced while using QuickBooks and open systems, leading them to explore a more comprehensive solution. Before NetSuite, D.L. Sales Corporation used open systems and QuickBooks, which led to manual data transfer and inconsistencies in financial information.
The team at goVirtualOffice helped streamline data flow and integrate various processes, ensuring that financial data flowed correctly, and eliminating the need for manual journal entries.
D.L. Sales Corporation used to struggle with managing recurring service agreements and manually pricing jobs. Utilizing their ERP’s Service Agreement platform simplified and automated the process, reducing the time and effort required to manage recurring jobs and pricing updates.
D.L. Sales Corporation used to struggle with managing recurring service agreements and manually pricing jobs. Utilizing their ERP’s Service Agreement platform simplified and automated the process, reducing the time and effort required to manage recurring jobs and pricing updates.
Company Snapshot
A family of companies consisting of Dave Downing & Associates, Filtemp Sales, and Filtration Systems in Phoenix, Arizona.
Industry: Air Filter Services
Challenges
- Multiple nonintegrated systems and inaccurate data flow
- Poor data entry and employee habits and errors
- Lacked a centralized dashboard for real-time visibility into critical business metrics
- Manual pricing updates for service agreements
- Lack of inventory control and efficiency
Goals
- Ensure that financial information flows correctly, eliminating the need for manual data entry and reducing errors.
- Simplify inventory tracking and reduce the risk of errors.
- Increased operational efficiency by reducing manual work.
- De-risking from dependency on individuals.
- Provide a scalable platform that allowed for growth, transparency of data, and streamlined communication.
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Enhanced Inventory Management Practices with NetSuite
In addition, inventory management was challenging, with issues related to bin labeling, tracking, and vendor management. Their ERP improved inventory control by allowing for the consolidation of inventory items, generic part numbers, and vendor tie-ins, simplifying the tracking and management of inventory across multiple branches.
Reduced Dependency on Individuals
D.L. Sales Corporation was previously heavily dependent on an individual who was their primary resource for managing their previous system. By switching to an ERP they reduced this dependency, ensuring that the system would continue to operate effectively even if key individuals were unavailable or left the company.
Continued Process Improvement Practices with NetSuite
goVirtualOffice provided predictable partners and a scalable platform that allowed the company to double its sales within a few years without the need to hire more administrative staff. Without NetSuite, D.L. Sales Corporation would have needed to hire at least 10 people. It also facilitated the management of multiple branches and improved communication between locations.
After their initial ERP implementation, D.L. Sales continued on with BOOST-managed services to allow for even further automation and process improvement for the team.
