Empowering your Sales team
Chuck Brady
Chuck Brady

Seeing the Big Picture: Analytics, Dashboards, and Business Intelligence Give Sales Managers a Cornucopia of Information 

Sales keeps the business running, but who keeps the sales team running? The role of a sales manager is by no means an easy one. Whether you moved from rep to management or saw this as the ideal opportunity to move up the ladder, you know that managing a sales team is stressful. Just because … Read more

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Sales Process
Brian McGuckin
Brian McGuckin

The Visibility Your Sales Staff Needs: 360 Sales View for Acumatica

The sales process is incredibly important to your business—why are so many organizations leaving their sales teams with inadequate technology and tools they need to get the job done? Unfortunately, companies leave their sales team high and dry in a variety of steps in the sales process. It could be an issue getting from lead … Read more

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Acumatica Training Video
Lauren Christoff
Lauren Christoff

Video How-To’s: Three Acumatica Features To Get Familiar With

Hopefully by now, you’ve upgraded to Acumatica 2019 R2! Acumatica is routinely adding new features and improving on current functions. Below are three quick how-to videos for previously added functions; one is exporting Generic Inquiry Parameters to Excel and Pivot Tables, another is Landed Costs and finally GDPR Compliance for Acumatica. Stay tuned for more short … Read more

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Payment Application Plus for Acumatica
Angela Stuart Mills
Angela Mills

From Collection to Application: Finalizing Your AR Payments

So many things go into the process of getting paid. Even if the quoting, the negotiations, and invoicing went smoothly, the process of getting paid, allocating a payment to an invoice, and accounting for a transaction presents its own challenge. Following last month’s blog discussing the challenges that go into getting the collections process, we … Read more

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Acumatica Fabrication
Brian Hedgepeth
Brian Hedgepeth

How to Embrace the Digital Technology Revolution in the Fabrication Industry

Fabrication companies face an onslaught of challenges. Offshoring, recruitment, commodity fluctuation, and more—but one of the most pressing issues? Many are falling behind technologically. From marketing to management, the phrase “digital technology revolution” is a top priority for fabricators. Why Digital Technology is Right for Fabricators There is good reason for this: the increased presence … Read more

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Customer Satisfaction with Acumatica
John Gabrys
John Gabrys

Are You Getting the Satisfaction You Deserve from Your ERP?

Analysts love to look at software. Whether it’s the ability to execute and market presence, functionality and usability, or any of the other criteria for ranking vendors and products, one of the most important albeit overlooked criteria is whether users like the software. Often, it’s hard to convince someone to review a product, and unless … Read more

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Chuck Brady
Chuck Brady

Can the Risk of Ransomware be Eliminated with Cloud ERP?

There are many good reasons to switch your ERP (Enterprise Resource Planning) solutions to the cloud: cost, convenience, versatility, security, etc. But one especially good reason is the amount and types of risk that can be mitigated with Cloud ERP. What Risks are On-Premise Systems Vulnerable to? One of the major risks that organizations face … Read more

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Quote to Cash - Get Paid
Chuck Brady
Chuck Brady

The Last Mile of Quote-to-Cash: Getting Paid

When you think of the concept of quote-to-cash, there are many steps that go into the process and many areas for improvement. From the initial configuration and pricing to the contract creation and negotiation to sending the invoice, everything needs to move forward quickly and accurately. Following our last blog on the quote-to-cash process discussing … Read more

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Acumatica 2019 R1 Release
Jen
Jen

What do the Experts Think about Acumatica 2019 R1?

Recently, while attending our Acumatica team meeting, the conversation evolved into unfiltered comments from our consultants who are working with the new version, Acumatica 2019 R1.    Here’s an overview – highlights, pros & cons, and some questions: Highlights First of all, everyone is excited about how many added features and changes were packed into Acumatica … Read more

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Acumatica Presidents Club Logo
Jen
Jen

Acumatica Joins IFS Under EQT Ownership

Big News…this morning, Acumatica announced they have been acquired by EQT, a global private equity firm that also manages IFS, an enterprise ERP product well-known in Europe. This will give Acumatica a very significant step towards globalization of their systems, specifically to address regulatory and lingual support.  At Crestwood, we see this as a positive … Read more

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Development
Jen
Jen

Dynamics SL to Acumatica xRP Cloud Platform

Our very own MVP Acumatica Developer, Joe Jacob, recently published a guide to help all you developers convert Dynamics SL over to the Acumatica xRP Cloud Platform. “Joe’s Guide offers a quick reference for those already familiar with the Dynamics SL SDK and are new to the Acumatica development platform. This guide will help direct … Read more

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Customer Relationship Management for Acumatica
Jen
Jen

Who’s Delivering Value in CRM Technology?

Customer Relationship Management software is one of those necessary products for businesses, but finding the right one for yours is rarely an easy task. Whether you’re in the market for new CRM, are considering a change alongside another business management solution like ERP, or just looking to understand what options are available, it’s important to … Read more

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Shop Group of Workers
Chuck Brady
Chuck Brady

Getting Answers: Asking the Right Questions about Fabrication ERP

For many fabrication businesses, back-office software is often just something that is “there.” It satisfies your basic business needs, offers finance professionals information, and may facilitate a few processes. However, much of these only meet your needs for so long before they become a hindrance. Whether your business has grown or your software has aged, … Read more

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Acumatica CRM Enhancements
Colleen Schils
Colleen Schils

Acumatica CRM Enhancements from 2017R2 to 2019R1

Acumatica Version 2017R2 Improved Marketing Lists and Campaigns – Marketing lists and campaigns have been significantly improved, so user can more efficiently perform marketing activities, track relevant expenses and revenue, and analyze statistical information on campaigns. Opportunity Stages for Each Opportunity Class – Acumatica ERP now provides the functionality that a user can use to … Read more

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