Crestwood Associates
8891 Brighton Lane Suite 105,
Bonita Springs, 34135, FL,
United States
Bonita Springs, 34135, FL,
United States
1 847-394-8820
Professional Services
Crestwood Associates
List of Software Implementations where Crestwood Associates is Reseller or System Integrator
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 Acumatica, Microsoft and empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
Crestwood Associates is a Reseller or SI for the following software solutions:
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Crestwood Associates | Microsoft | Microsoft Dynamics GP | ERP Financial | ERP Financial Management |
| Crestwood Associates | Microsoft | Microsoft Dynamics SL | ERP Financial | ERP Financial Management |
| Crestwood Associates | Microsoft | Microsoft Dynamics NAV | ERP Financial | ERP Financial Management |
| Crestwood Associates | Acumatica | Acumatica Cloud ERP | ERP Financial | ERP Financial Management |
| Crestwood Associates | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | ERP Financial Management |
List of Software Implementations where Crestwood Associates is a Reseller or SI
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight | Insight Source |
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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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ComCenter | Distribution | 25 | $3M | United States | Acumatica | Acumatica Cloud ERP Distribution Edition | Distribution ERP | 2022 | In 2022 ComCenter deployed Acumatica Cloud ERP Distribution Edition as its Distribution Management Software, with Crestwood Associates leading the implementation. ComCenter is a South Bend, Indiana based distributor of religious education books and devotional materials operating approximately 25 employees, and the initiative centralized customer and order data while preserving existing warehouse operations. The implementation configured core Distribution Edition capabilities including Inventory and Order Management, CRM with Microsoft Outlook integration, a Self-Service Portal, Avalara sales tax integration, Velixo reporting, Microsoft Power BI analytics, postal rate shopping, and MailChimp for marketing execution. Acumatica Cloud ERP Distribution Edition was configured to automate CRM-driven outreach, capture order-to-cash workflows, and provide master data controls for customers and products. Integrations linked the Acumatica Cloud ERP Distribution Edition CRM to Outlook for synchronized communications, tied Avalara into tax calculation for orders, pushed financial and operational data into Velixo and Power BI for reporting, and connected MailChimp and postal rate shopping into marketing and fulfillment workflows. Operational scope included sales, customer service, order management and finance across ComCenter’s business with a focus on school and church accounts. Crestwood Associates managed configuration and integration workstreams, implemented CRM automation to route relevant sales information to sellers, and established reporting visibility for top and most profitable customers. The company reports that after deploying Acumatica CRM and related Distribution Edition capabilities school sales increased eight times and total sales rose 90 percent over five years, with real-time data visibility and improved customer outreach cited as direct outcomes. | |
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ComCenter | Distribution | 25 | $3M | United States | Acumatica | Acumatica Cloud ERP - Customer Management | CRM | 2022 | In 2022, ComCenter implemented Acumatica Cloud ERP - Customer Management. The rollout targeted the Customer Management apps category to unify CRM and distribution workflows for the South Bend, Indiana based distributor with approximately 25 employees. Prior to the deployment ComCenter had been using Act! for CRM and a UNISYS mainframe for sales data, and warehouse management remained on its existing system. The deployment followed a multiyear program to overhaul internal systems that began in 2016. The implementation used Acumatica Distribution Edition with Inventory and Order Management, CRM with Outlook integration, Self-Service Portal, Avalara Sales Tax Integration, Velixo, Microsoft Power BI, Postal Rate Shopping, and MailChimp. Acumatica Cloud ERP - Customer Management was configured to track customer communications, automate distribution of relevant sales information, and provide real-time data visibility and reporting for top and most profitable customers. CRM workflows were instrumented to shift outreach from manual mail and infrequent phone calls to automated, targeted communications tied to order and inventory context. Order management and inventory modules were integrated to surface transaction history to the sales team alongside CRM records. The deployment included integrations with Microsoft Outlook for synchronized communications, Avalara for sales tax calculations, Velixo for financial reporting feeds, Microsoft Power BI for analytics, and MailChimp for marketing automation. Crestwood Associates served as the implementation partner coordinating configuration and systems integration. Operational coverage focused on sales, marketing, customer service, and finance across ComCenter distribution operations while retaining existing warehouse management processes. Governance changes centralized data access and reporting to create a single source of truth for customer and sales data, shifting ownership of data accuracy into routine sales and order workflows. The Acumatica CRM deployment optimized customer communication and outreach, and ComCenter reported an 8-fold increase in school sales and a 90 percent increase in overall sales over five years. Real-time reporting also surfaced more accurate information about the company’s most profitable customers, improving targeting and employee morale. | |
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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 | 2017 |
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IT Decision Makers and Key Stakeholders at Crestwood Associates
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Buyer Intent: Companies Evaluating Crestwood Associates Services
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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Crestwood Associates System Integrator / VAR Profile
Crestwood Associates is a system integrator and technology consulting firm headquartered in Bonita Springs, United States, with approximately 90 employees and annual revenues of $14M.
Crestwood Associates implements and supports enterprise applications across markets such as ERP Financial Management, ERP Services and Operations and CRM.
APPS RUN THE WORLD tracks 5 verified Crestwood Associates software implementations across industries and regions, including: ComCenter where Crestwood Associates implemented Acumatica Cloud ERP, ComCenter where Crestwood Associates implemented Acumatica Cloud ERP Distribution Edition, and ComCenter where Crestwood Associates implemented Acumatica Cloud ERP - Customer Management.
Crestwood Associates has a strategic VAR/SI partnership with Acumatica and Microsoft, backed by verified deployments.
Independent Software Vendors (ISVs) can boost their ecosystem by identifying existing Crestwood Associates partnerships, building strong channel relationships, and forging strategic implementation alliances to expand customer reach and accelerate adoption.
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