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 - 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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Seminole Financial Services | Banking and Financial Services | 100 | $10M | United States | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | 2017 | In 2017, Seminole Financial Services implemented Microsoft Dynamics 365 Business Central as its core ERP Financial solution, replacing Microsoft Dynamics NAV to modernize its finance platform. The implementation was led for Seminole by a single internal team member working directly with Crestwood Associates project manager Juliet Constantino, reflecting a tightly scoped engagement for a 100 person pension and investment fund management firm based in Belleair Bluffs, Florida. The deployment focused on core financial management capabilities within Microsoft Dynamics 365 Business Central, including general ledger consolidation, multi-entity accounting and intercompany processing, and enhanced financial reporting. Configuration emphasized low friction for end users, preserving familiar Dynamics workflows while extending reporting and entity switching functionality that Business Central provides. Operational coverage centered on finance and accounting functions across more than 20 legal entities, enabling finance users to shift between entities seamlessly within the application. No external system integrations were specified in the engagement details, the roll out remained concentrated on centralizing ledger, payable, receivable and reporting operations inside Business Central. Governance and rollout were compact, with an implementation approach that prioritized team readiness well before go live, direct one to one engagement between Seminole staff and the Crestwood consultant, and a support model that responded quickly to questions during deployment. The project completed on time and on budget, reflecting low change complexity driven by Seminole s extensive prior experience with Microsoft Dynamics products. Explicit outcomes from the Microsoft Dynamics 365 Business Central implementation include the ability to move seamlessly among over 20 entities, enhanced financial reporting capabilities to produce more data and insight, and reported employee time savings of 25 percent. These results positioned Business Central as Seminole s centralized ERP Financial platform for ongoing fund accounting and financial operations. | |
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Redmond | Manufacturing | 550 | $160M | United States | Acumatica | Acumatica Cloud ERP | ERP Financial | 2023 | In 2023 Redmond Inc. implemented Acumatica Cloud ERP as its core financial system, replacing Intuit Quickbooks Enterprise and adopting the Acumatica Cloud ERP solution within the ERP Financial category. The deployment targeted Redmond Inc.s enterprise distribution footprint, supporting its distribution, agriculture, mining, retail, and services operations across approximately 10 locations headquartered in Heber City, Utah. The implementation used Acumatica Enterprise Distribution Edition and configured a broad set of functional modules, including Advanced Financials, Inventory Management, Order Management, Intercompany Accounting, Monitoring and Automation, Fixed Assets, Project Accounting, Consolidation, Advanced Expense Management, Warehouse Management, CRM, Case Management, and Portal for CRM. The Acumatica Cloud ERP configuration emphasized multi-entity financial consolidation and intercompany workflows to align accounting, project accounting, and expense management across business units. Integrations were implemented with a range of commerce, supply chain, analytics, and identity systems, explicitly including ShipStation, NetStock, Power BI, Active Directory, multiple currencies support, Shopify Commerce Connector, SPS Commerce EDI Sales Order and Shipping Modules, Klaviyo, Recharger, Hubspot, and a CRM portal. These integrations connect order to cash, EDI shipping workflows, inventory replenishment signals, e-commerce storefronts, and BI reporting to create a unified ERP Financial operational backbone. The project was delivered with Crestwood Associates as the systems integrator and rolled out across Redmond Inc.s sites with a cloud-native architecture via Acumatica Cloud ERP. Governance changes centered on centralized financial consolidation, standardized order management and warehouse processes, and automated monitoring to support multi-site operations and cross-functional finance, supply chain, sales, and customer service processes. | |
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Distribution | 25 | $3M | United States | Acumatica | Acumatica Cloud ERP | ERP Financial | 2022 |
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Distribution | 25 | $3M | United States | Acumatica | Acumatica Cloud ERP Distribution Edition | Distribution ERP | 2022 |
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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 CRM, ERP Financial Management and ERP Services and Operations.
APPS RUN THE WORLD tracks 5 verified Crestwood Associates software implementations across industries and regions, including: ComCenter where Crestwood Associates implemented Acumatica Cloud ERP - Customer Management, Seminole Financial Services where Crestwood Associates implemented Microsoft Dynamics 365 Business Central, and Redmond where Crestwood Associates implemented Acumatica Cloud ERP.
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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