Case Study: Serendipity Electronics reduces sales close time with AccountMate and INFOtrac CRM

Serendipity Electronics Relies on AccountMate and INFOtrac CRM to Reduce Time to Close Sales

Serendipity Electronics, an aerospace and electronics supplier, struggled with too many manual steps in its order and sourcing process as it grew. Using AccountMate for accounting and business operations, the company needed a single repository for customer information, financial data, and order tracking to reduce delays and keep pace with a complex supply chain.

AccountMate, working through Friendly Software, implemented an integrated CRM solution with INFOtrac CRM for AccountMate and customized it to connect sales, sourcing, purchasing, inventory, and shipping in one system. The result was real-time visibility into quotes and order status, better process automation, faster communication between departments, and a dramatically reduced time to close sales, improving productivity and sales potential.

Serendipity Electronics

Frank Erbio

Chief Financial Officer