Business Applications

Customer Relationship Management (CRM) Solutions & Services

With deep CRM expertise, Armanino offers a unique approach to companies examining cloud CRM solutions to enhance your business operations.

Get a Complimentary CRM Assessment


Optimize Business Processes

If you’re looking at a new CRM implementation, or considering replacing single or multiple systems, we can implement CRM software that optimizes your business processes and supports:

  • Marketing Automation: Look for a system that delivers automated email tracking, web intelligence, lead scoring, marketing analytics and customizable workflows that can help sales teams maximize opportunities.
  • Forecasting: Seek out a solution that can provide detailed, global information that tracks orders (plan to actual) over time against trade agreement commit­ments to improve coordination among your sales, financial and manufactur­ing groups, as well as partners.
  • Sales Opportunity Management: Your CRM system needs to provide a central­ized system to track sales opportuni­ties and communications with custom­ers and prospects.
  • Partner and Customer Portals: A self-service portal improves the customer experience, reduces costs and adds value for your business partners.
  • Warranty Management and Cus­tomer Service: Your CRM should include warranty/maintenance con­tract management, software licensing management and customer service capabilities.
  • Workflow Automation: To improve productivity and ensure compliance with corporate policies, choose a CRM system with integrated workflow capabilities that allow you to automate routine tasks and escalate activities based on other events.
  • Organizational and Territory Man­agement: Look for a CRM system that lets your company set up territories and teams, then manage and opti­mize them for greater organizational efficiency.
  • Mobility: Choose a CRM that makes your sales force more productive by giving them real-time access to customer, sales, support and product information inside and outside the of­fice on the device of their choosing.

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 for Sales, Customer Service and Field Service offers unsurpassed flexibility, productivity and ease of use. As part of the Microsoft solution stack, Armanino integrates Dynamics 365 CRM with other Microsoft solutions such as Dynamics 365 Finance & Operations, Dynamics 365 Business Central, Dynamics GP, Outlook, Office 365 and SharePoint—unifying your front- and back-office systems for streamlined business processes.
Salesforce is your customer success platform, designed to help you sell, service, market, analyze, and connect with your customers. Salesforce provides an array of diversified cloud applications and services to meet the unquenchable demand for cloud computing. As your quote-to-cash trusted advisor, Armanino provides Salesforce and ERP assessment & implementation to drive system integration and utilization.
CRM Insights
Combine Your ERP & CRM Solutions into a Cohesive, Integrated Solution & Gain Operational Control
Stay ahead of the curve, gain operational control and minimize employee training.

October 18, 2022
Dynamics CE 2022 Wave 2 Release Webinar
Practical webinar to help Dynamics CE users incorporate the new software features into their workflow.

September 29, 2022 | 11:00 AM - 12:00 PM PT
Chemical Manufacturer Improves Data Accuracy, Reporting Via Systems Integrations & Managed Services
Case Study
Here’s how the firm cut in-house costs, maximized systems efficiency and streamlined complex multi-entity reporting.
Jeff Russell - Partner, Consulting - San Jose CA | Armanino
Jeff leads Armanino's industry excellence team for High Tech and Life Sciences Manufacturing.

Austin, TX
Carmel Wynkoop - Partner, Consulting - San Francisco CA | Armanino
Carmel has over 20 years of experience applying software solutions to solve her clients strategic business goals.

San Francisco, CA
Tim Hourigan - Partner, Consulting - San Ramon CA | Armanino
Tim has over 23 years of business and IT project management and systems integration consulting experience.

San Ramon, CA
CRM Health Check

Get Your Complimentary CRM Assessment

Let us help you bridge the data gap between your CRM and other business systems.
Use this form to reach out to our business application consultants.
View the details of the assessment here:CRM Health Check (PDF)