Bonita Springs, 34135, FL,
United States
Crestwood Associates
Crestwood Associates, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Crestwood Associates collaboration with software players such as Microsoft, Acumatica and empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Crestwood Associates | Microsoft | Microsoft Dynamics GP | ERP Financial | ERP |
| Crestwood Associates | Microsoft | Microsoft Dynamics SL | ERP Financial | ERP |
| Crestwood Associates | Microsoft | Microsoft Dynamics NAV | ERP Financial | ERP |
| Crestwood Associates | Acumatica | Acumatica Cloud ERP | ERP Financial | ERP |
| Crestwood Associates | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | ERP |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
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Advanced Plastic Corporation | Manufacturing | 80 | $8M | United States | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | 2022 |
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American Academy of Sleep Medicine | Non Profit | 93 | $18M | United States | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | 2023 |
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ComCenter | Distribution | 25 | $3M | United States | Acumatica | Acumatica Cloud ERP | ERP Financial | 2022 |
In 2022, ComCenter implemented Acumatica Cloud ERP, a deployment categorized as ERP Financial. Crestwood Associates led the implementation for the South Bend Indiana distributor, aligning Acumatica Cloud ERP with the company goal of unifying customer and financial data.
Implementation scope centered on Acumatica Distribution Edition and its CRM capabilities, deploying Inventory and Order Management, CRM with Outlook integration, a Self Service Portal, Avalara sales tax integration, Velixo reporting, Microsoft Power BI analytics, postal rate shopping, and MailChimp linkage. Acumatica CRM was configured to track communications, automate distribution of relevant sales information, and improve outreach cadence to customers, shifting the sales team from manual periodic contact to data driven engagement.
Integrations were executed between Acumatica Cloud ERP and Microsoft Outlook for email synchronization, Avalara for sales tax calculation, Velixo for financial reporting, Microsoft Power BI for dashboards, and MailChimp for marketing automation. The implementation left warehouse management untouched, while the ERP footprint covered order to cash, inventory control, sales operations, customer service, and core finance functions.
Governance and process changes established a single connected platform, consolidating historical order data and CRM records to provide real time visibility and reporting on top and most profitable customers. The unified Acumatica Cloud ERP and CRM environment supported measurable business outcomes reported by ComCenter, including an eightfold increase in school sales and more than a 90 percent rise in overall sales versus five years prior, along with improved employee morale and clearer customer profitability insights.
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Distribution | 25 | $3M | United States | Acumatica | Acumatica Cloud ERP Distribution Edition | Distribution ERP | 2022 |
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Distribution | 25 | $3M | United States | Acumatica | Acumatica Cloud ERP - Customer Management | CRM | 2022 |
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Banking and Financial Services | 30 | $4M | United States | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | 2020 |
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Professional Services | 80 | $10M | United States | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | 2023 |
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Manufacturing | 550 | $160M | United States | Acumatica | Acumatica Cloud ERP | ERP Financial | 2023 |
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Banking and Financial Services | 100 | $10M | United States | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | 2018 |
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Manufacturing | 30 | $4M | United States | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | 2020 |
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| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| COO | CXO | Finance | ||||
| Partner | Manager | Finance | ||||
| Co-Founder and Partner | CXO | Finance |
Buyer Intent: Companies Evaluating Crestwood Associates Services
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