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Customer Relationship Management

Why Us

If you’re looking at a new CRM implementation, or considering replacing single or multiple systems, we can implement a CRM 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 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.

Armanino offers a unique approach to companies who are examining CRM software – we ensure your front office (sales, marketing and customer service) is tied directly to your back office (finance, operations and manufacturing) with a unified ERP-CRM system. This enables complete visibility across your entire organization and facilitates the streamlining of reporting and business processes not possible when a company’s CRM and ERP systems operate as separate silos of information.

Microsoft Dynamics CRM

Microsoft Dynamics CRM offers unsurpassed flexibility, productivity and ease of use. As part of the Microsoft solution stack, Armanino integrates Dynamics CRM with other Microsoft solutions such as Dynamics AX, Dynamics GP, Outlook, Office 365, Lync, Skype, Yammer and SharePoint—unifying your front- and back-office systems for streamlined business processes.

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Resources

CA Association Brings Experience & Education to Public Water Agencies

Large water association finds tremendous time-saving and flexibility to lower costs and improve member relations with CRM Online, Intacct, and Adaptive Insights.

Armanino’s UG Summit 2016 Guide

UG Summit is a great opportunity to learn, share knowledge and network with your fellow professionals. Download our guide to the conference for event contacts and great sessions to attend.

Top Distribution Service Provider Focuses on Flawless Execution with Dynamics CRM

Earl & Brown, a leading distribution services provider turned to Armanino and Dynamics CRM to gain real-time visibility & eliminate manual processes to deliver excellent customer service.

Your guide to avoiding risk and simplifying the CRM evaluation and implementation process.

The ROI of CRM: A Tactical Guide to Project Justification & Building Value.

A step-by-step guide to illustrating the value of your next CRM project.

What it Takes to Move to the Cloud – EVOLUTION Panel of Finance Leaders

To make the business case for cloud technology, finance leaders need to quantify benefits in terms of direct savings on hardware, as ...

Vendor SOC Audits Are Critical for Hybrid Cloud Users

As companies move to the hybrid cloud, they must make sure their cloud vendors are following secure procedures for the services they provide.

NAVCO Uses Microsoft Dynamics CRM and FieldOne Sky for Outstanding Customer Service

  trends and insights

Semiconductor Manufacturer’s IT Playbook

A guide to ERP, CRM and BI system infrastructure to support compliance, profitability and supply chain excellence.

Download » download 

Microsoft Dynamics Support Services

When your organization faces technical problems, our team of Microsoft Dynamics Certified consultants is here to help.

“Smart” Products Yield New Data and Revenues for Manufacturers

As manufacturers add connectivity to their products, they are generating data that can provide new revenue streams and business models.

Forecast Management for Microsoft Dynamics CRM

Armanino’s Forecast Management Solution for Microsoft Dynamics CRM is a robust tool that enables sales executives and operations teams to develop detailed sales forecasts to support the Sales and Operations Plannin ...

Design Win & Samples for Microsoft Dynamics CRM

With Armanino’s Design Win & Samples Management Solution for Dynamics CRM, companies can more easily manage complex Design Win processes from the initial design collaboration to final product delivery.

Global Manufacturer Implements Microsoft Dynamics CRM Online to Streamline Sales, Ide ...

Headquartered in Portland, Oregon, Blount is a $935 million industrial equipment manufacturer with 4,500 employees worldwide.

Fabless Semiconductor and Semiconductor Industry Suite

Rapid innovation and change in the high tech industry require companies to constantly tune and optimize their business, sales and production processes across global supply chains. Microsoft Dynamics® ...

Warranty Management & Product Repair for Microsoft CRM

Armanino’s Warranty Management and Product Repair Solution for Microsoft CRM is designed to support manufacturers and distributors throughout the product lifecycle.

Customer Story: Partnering with Armanino to get more from Microsoft Dynamics CRM

  trends and insights

Improve your Document Management System with SharePoint

  trends and insights

Warranty Management & Product Repair for Microsoft CRM

  trends and insights
unified-crm-erp-high-tech-armanino

These are only a few of the considerable industry challenges semiconductor, related device and electronic equipment (high ...

erp-crm-for-pharma-armanino

Today’s pharmaceutical companies face economic and regulatory pressures, accelerating costs, technological and scientific chan ...

erp-crm-for-high-tech-armanino

The U.S. is the global leader in medical device innovation – it is one of only a few that boasts a net trade surplus. However, as t ...

National Vendor Speeds Order Processing and Invoicing with Microsoft Dynamics GP and ...

Relectric Supply Company specializes in the sale of hard-to-find circuit breakers and electrical components, providing new, green and creative ways to source materials.  Relectric grew from a small business found ...

Armanino Helps Crimson Trace Focus on Business Growth with Rapid Deployment of CRM Solution

Based in Wilsonville, Oregon, Crimson Trace manufactures, markets, and sells laser-sighting solutions for handguns. The privately-held company, which has 100 employees, primarily serves t ...

Combine Lean Logistics with Six Sigma Methodology to Achieve Goals

A successful distributor must be able to reduce overall costs and cut its time to market, all while improving the quality of its delivery.

New Software Reduces Risk of Running Over Budget

CFOs say they want to deploy new leading edge technology, but cite budget constraints as a barrier to obtaining their most desired technology. That's one of the findings from Armanino's 2012 CFO Benchmark Study.

Revenue Recognition Overhaul Nears Final Phase

Companies will see significant changes in codes and disclosure rules due to a joint project that will replace the huge body of existing revenue recognition standards with a new single model.

Warranty Management and Product Repair for Microsoft Dynamics CRM

  trends and insights