As part of our ongoing commitment to improving daily life for our customers, we have begun a regular cycle of updates to our Crestwood’s Add-On Products for Acumatica. Our dedicated developer is taking all the feedback we get from users, making changes and incorporating them into the next “release” of the products. This blog will … Read more
Acumatica has recognized Crestwood’s Lockbox Processing, 360° Sales View, and Collections Management products for quality and usability with their latest version Schaumburg, Ill. and Orlando, Fla. – May 7th, 2021 Crestwood Associates is proud to announce the first slate of add-on products (Lockbox Processing, 360° Sales View, and Collections Management) have been recognized as Acumatica-Certified … Read more
It is no secret that Acumatica is one of the best ERP systems available for small- to mid-sized businesses. However, even the BEST systems cannot possibly solve every single problem. And that is where the best VARs come in. Crestwood’s years of experience with accounting software has given our team the insight to know exactly … Read more
Sure, Tom Brady just scored his fifth Super Bowl MVP award. However, Acumatica recently announced its latest slate of Acumatica MVPs, and the Crestwood Associates team brought home six MVPs! So, who’s the real G.O.A.T.* here? This marks the second consecutive year in which Crestwood was the most awarded company; i.e. no other Acumatica partner … Read more
The trophy case at Crestwood Associates is expanding yet again. Against some stiff competition, Crestwood came out on top as Velixo’s Partner of the Year for 2020. Velixo is an award-winning provider of Excel-based reporting solutions for cloud ERP solutions, namely Acumatica. “It’s such a treat to be named Velixo’s Partner of the Year. Our … Read more
Crestwood Associates (a leading Microsoft Dynamics and Acumatica partner) is shaking up their leadership, leaving them poised for growth. SCHAUMBURG, Ill. February 12, 2021 — Among a flurry of new hires, the top of the organizational chart of Crestwood Associates is getting a makeover, as well. Most notably, a new CRO and COO. John Gabrys … Read more
Everyone will remember the year 2020 for the pandemic, but it wasn’t all bad. Crestwood has a lot to be thankful for in 2020. First, we moved to a great new office in Schaumburg, IL. Everyone is settled in and enjoying our new space. We also helped many of our clients get set up to … Read more
No matter what size your business is and which industry you’re in, the increase in remote workforces has also brought about an increase in hackers and ransomware attacks. Similar to the pandemic, hackers don’t discriminate, they target any and all businesses. Some data shows small to medium sized businesses are more of a target because … Read more
Save hours of time calculating, verifying, and paying out commissions with Advanced Commissions from Crestwood Associates. Native functionality (no more Excel!) Enhanced customizable plans And much more This natively-built add-on module allows you virtually unlimited commission calculation flexibility to meet all your unique business needs. High-level overview of Advanced Commissions: First, the salesperson is tied … Read more
When you purchase from a supplier, they expect to be paid accurately, reliably, and in a timely manner. Driven in part by supplier demands and expectations, many organizations are looking for opportunities to automate their processes. While automation delivers a wide range of benefits, enhancing speed of payment and reducing the likelihood that exceptions and … Read more
It’s hard enough to manage a sales staff. It’s on the sales manager to set quotas, deal with egos, track results, enforce policies, coach reps, and lay the groundwork for success. But even when things are working out well, you still have more work on your plate. Something we discussed in a recent blog, it … Read more
Microsoft Dynamics GP is one of those reliable, familiar business management tools. Able to grow with your business, the product has been used by companies for decades. Better yet, with the announcement of their new “Modern Policy” starting in October 2019, Microsoft has made coming releases of Dynamics GP even more resilient and evergreen. However, … Read more
Is it too early to talk about spring cleaning? Even if the winter has been mild (by Midwest standards), there’s still a bit of time before we open up the windows and go crazy on cleaning up our homes. But what about the situation at our companies? Maybe we shouldn’t wait for March or April … Read more
Acumatica is such a powerful, user-friendly platform in part because it’s so customizable for every customer’s unique needs. Whether it’s out-of-the-box functionality that just need small tweaks from experienced developers or any number of external add-on products. One of those add-on products that we recommend, and that our customers use frequently, is ShipEngine. ShipEngine allows … Read more
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
For too many businesses, the payment process is flawed—64 percent of B2B payments are still made with checks according to industry magazine PYMNTS.com. In the B2B world, paper is still present in the beginning, middle, and end of the payment process. From increased time it takes to process and pay a paper invoice using a … Read more
Increase cash flow and reduce collection times through automation There is an uptick in expectations around finance teams to be innovative as well as efficient. With this, more leaders in this area are looking for ways to work smarter, not harder. Modern CFOs are increasingly turning to cloud-based financial management systems to replace legacy ERP … Read more
I recently got a call from a client and their Scribe integrations had stopped working. This can be very frustrating and hinder your business’s performance. Why would this happen, and how do you fix it? There’s lots of ways to go about finding the problem and fixing it, but here’s what I did to hopefully … Read more
Many people use Scribe to connect their Microsoft Dynamics GP system to other business systems. With Scribe’s Dynamics GP Connector, you can build simple or complex integrations with Dynamics GP, whether that be through the standard business objects, or going directly to the tables and stored procedures. We have built many of these types of … Read more
I recently had a couple of my clients complain about their merchant services for processing credit cards in Microsoft Dynamics GP, so I decided to look at alternative solutions. Since Crestwood is part of the BDO Alliance, I asked who they might recommend. iTransact merchant services was at the top of the list. After some … Read more
ARM is a great tool for our customers with typical financial reporting needs. Use FYIsoft when you have the need for more complex financial reporting. FYIsoft is a web-based reporting tool that works easily with Acumatica. Learn how to migrate reports from a legacy ERP system and use FRx or Management Reporter. This saves many … Read more
Do you have Crestwood’s add-on module, AR Collections Manager for Dynamics SL? If not, you should see what you’re missing! Stop searching for information and start using it with our automation collections tool. AR Collections Manager module for Dynamics SL tip: Use the Dunning Letter Generation screen for a list of daily collections activities – keyword … Read more
Repost from Avalara With the myriad of responsibilities involved in running a successful business, it should come as no surprise that preparing for a sales and use tax audit is not exactly a high priority or favorite topic of conversation among business owners. There are only so many hours in a day, and many companies … Read more
What’s new with your business? If it’s any of the below, then congratulations are undoubtedly in order. And, while we certainly don’t want to put a damper on the wrap party for your latest launch, we do want to pipe in with a quick tax-wise nugget: New business growth often leads to new sales and … Read more