In this episode of the ISV Society podcast, we have Stephanie McColly, Chief Marketing Officer and Integrator at Crestwood Associates, talking all about the importance of relationship building in the ERP industry, the future of GP, and Crestwood's commitment to supporting GP clients.

Stephanie shares insights on preparing for the Acumatica Summit, strategies for effective follow-up post-summit, and her personal pet peeves. The conversation emphasizes the significance of strong relationships and strategic planning in business operations.

Key takeaways

• Building relationships is crucial in the ERP industry.


• Understanding client needs is more important than selling a product.


• ISVs should integrate into VAR organizations to strengthen ties.


• Crestwood is committed to supporting GP clients long-term.


• Transitioning to a new ERP system requires careful planning and support.


• Training and support are essential during ERP transitions.


• Networking at events like Acumatica Summit is vital for growth.


• Post-event follow-up should be strategic and not rushed.


• Multiple touchpoints within an organization enhance relationship building.


• Personal insights can foster deeper connections in business.

Chapters

00:00 Introduction to Stephanie McColly and Crestwood Associates

06:14 Navigating the GP Landscape and Crestwood's Commitment1

5:12 Post-Summit Reflections and Best Practices

21:18 Personal Insights and Pet Peeves

24:31 Closing Thoughts and Future Engagements

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