Financial Advisory Blog

Armanino’s Financial Advisory blog is your source for thought leadership around cloud ERP and accounting solutions and integrations. Supported by the Cloud Accounting Institute and numerous experts in cloud, finance, reporting, integration, compliance, and technology, Armanino’s Financial Advisory blog features must-read content on what’s happening in the finance industry, case studies, white papers, and much more.

May 15, 2020

Nonprofits Can Improve Donor Management Visibility and Tracking With an Integrated CRM Solution

How nonprofits can dramatically improve their donor tracking and reporting capabilities. Many small- and mid-sized nonprofits operate without a true system of record for donor management. Instead, they rely on groups of spreadsheets that don’t coordinate, which adds time to reporting processes and consumes precious labor resources. By using an industry-specific customer relationship management (CRM) …

May 11, 2020

How Integrating ERP and CRM Benefits Nonprofit Organizations’ Missions

Nonprofit organizations working to serve their beneficiaries more effectively while improving efficiency and risk management are getting several benefits from integrating their enterprise resource planning (ERP) and customer relationship management (CRM) systems. The common approach of tracking donor and fundraising information in a CRM platform and recording financial transactions in an ERP tool, for instance, …