AccountMate CRM Helps Large Chipper Manufacturer Achieve Record Sales

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Bandit Industries Uses AccountMate Software to Support Their Continued Growth

"AccountMate Customer Relationship Management has provided us with answers and a medium to systematically evaluate statistics, ask questions, strategize and restructure processes.”

Equipped with new technology and new businesses processes to find, attract and secure new clients and retain existing customers, Bandit Industries, Inc. experienced impressive sales results using their AccountMate financial system. "AccountMate Customer Relationship Management (CRM) has provided us with answers and a medium to systematically evaluate statistics, ask questions, strategize and restructure processes,” says Julie Severn, Bandit Office Computer System Manager.

Located in Remus, Michigan, Bandit is one of the largest manufacturers and leading suppliers of hand-fed brush and wood chippers, whole tree chippers, stump grinders, forestry mowers and waste reduction machines in the world. Founded in 1983 with only six employees, Bandit experienced explosive success after the launch of its first Brush Bandit Chipper. Today, Bandit employs over 400 people and operates a network of over 180 dealer locations worldwide.

As the company grows, Bandit remains dedicated to providing innovative products, valuable services and support to their customers on the front line. "We pride ourselves on the number of repeat customers who buy and rent our equipment," said Bandit Industries President Jerry Morey. "Listening to the ideas and suggestions of those who use our equipment has led to the development of many of our products. We consider our relationship with our customers a partnership. It's the success of our customers that has led to our success as a manufacturer."

While Bandit led the industry with innovation, its existing system did not have essential real-time information and consistent reporting accuracy on the financial management side of the company’s operations. With two separate databases, inconsistent data entry often led to duplicate entries and multiple accounts. Viewing customer transactions from integrated departments such as sales, marketing, engineering, shipping, etc. became increasingly challenging as distribution requirements increased.

To support the growth of their business, Bandit specifically looked for a fully integrated accounting and CRM solution that would provide real-time automation, enhanced reporting capabilities, plus keep pace with increased sales demand. Merging multiple databases and completing the entire conversion without compromising billing, contact information or customer relations was essential.

To solve these challenges, Bandit selected AccountMate as a comprehensive financial management solution that provided superior CRM for their expanding business. With the help of an AccountMate Business Partner, Innovative Software, they installed AccountMate’s SQL business management system.

AccountMate CRM, powered by INFOtrac, provides real-time customer management. Perceptive reporting and analysis of pertinent, real time information provides insight into business operations and identifies growth opportunities. CRM can schedule the next appropriate interaction, enabling exceptional account management and customer service. By streamlining the internal processes, increasing company-wide collaboration and sharing pertinent information, CRM creates a knowledgeable workforce ultimately improving customer relationship.

Prior to the AccountMate CRM installation, Bandit maintained two separate databases which had been maintained independently for years: one database managing sales and marketing and the other database supporting key accounting functions. Using AccountMate CRM, Bandit was able to synchronize data, which eliminated duplicated entries and redundant accounts while increasing overall efficiency and productivity. Now, they have a real time CRM solution with every interaction entered for their prospects, customers and contacts in one centralized place.

“We’ve saved a tremendous amount of time by streamlining procedures and establishing improved employee and financial accountability”, recalls Jamie Morey, Bandit Large Equipment Sales Coordinator. By centralizing all real-time, pertinent customer information in one place, any user can effectively support the customer.

With the AccountMate financials and CRM, Bandit was able to provide automated processes and functionality that eliminated the manual creation and management of their many spreadsheets. Previously, Bandit used hard copy claims and the database only captured basic information that was then stored in different programs. Today, pertinent warranty information is found in one centralized place.

AccountMate CRM offers many standard reports to monitor company productivity and performance. Using AccountMate to capture pertinent sales, marketing and accounting data enables company personnel to accurately monitor, measure and manage company performance instantly. CRM provides perceptive reporting and analysis and forecasting, identifies growth opportunities, and fosters team collaboration amongst company departments and divisions.

This allows Bandit employees to closely track warranty dollars, expenses incurrent for service work and ensuring that pending issues are closed in a timely manner. Company employees can also determine what trade shows are lucrative to attend based on sales, new prospects entered in the system and demographics per location. Using optical character recognition technology, employees can quickly scan, search and locate documents spanning the company’s 30 year history.

Following the implementation of AccountMate, Bandit has a robust, integrated financial and CRM solution that will allow them to continue providing innovative products and valuable services for future decades.

About AccountMate
Founded in 1984, AccountMate develops and markets fully modifiable business accounting software. Systems range from single user versions to those that support hundreds of users simultaneously. AccountMate software is available for local installation or as SaaS. It is distributed exclusively through a worldwide channel of authorized solution providers. AccountMate can be reached at (800) 877-8896 or at

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Donna DeRosa
AccountMate Software Corp
+1 (707) 774-7548
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