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Customer Relationship Management (CRM) Solutions & Services


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.

As a CRM Partner, Armanino offers a unique approach to companies who are examining cloud 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 365 for Sales, Service, and Project Service Automation 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 ERP, Dynamics GP, Outlook, Office 365, Skype and SharePoint—unifying your front- and back-office systems for streamlined business processes.



Salesforce CRM software 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.



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