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.

April 6, 2020

Utilize Your Salesforce Platform to Empower Remote Workers

COVID-19 has shown us the importance of being able to do remote work, and your Salesforce solution is the centralized platform that can help you better manage business continuity by enabling you to work from anywhere and on any device. Below are functionalities, features and apps within the Salesforce platform to help you stay connected …

December 18, 2019

Lessons Learned at Sage Intacct Advantage

Every year we attend the Sage Intacct Advantage conference, a gathering of customers and partners, but this year was something special. Our own Scott Schimberg was presented with the Jered Cady Award for his excellence and evangelism within the Sage Intacct community, and Armanino was also named to the 2019 Sage Intacct President’s Club, a …

September 12, 2019

Can’t Get No Satisfaction From Sales and Finance Because of Your Q2C Process?

It’s a familiar story – your sales and finance team members feel overburdened by the manual steps  they must take to sell your products and record revenue. Quote-to-cash (Q2C) describes this cycle of taking orders and procuring revenue for your company. At a high level, the process encompasses order management, billing and payment, and sales …

September 3, 2019

Revamp or Start Fresh? Planning Your Salesforce Implementation

As you plan a Salesforce upgrade such as adding Field Service Lightning or Service Cloud, you have to factor in a number of considerations to design the best approach. In some cases, you may decide that a total replacement makes more sense than upgrading a Salesforce organization that’s not meeting your company’s needs. Some of …

May 2, 2019

Migrating to Salesforce Lightning: The Fast, the Beautiful and the Unique

Salesforce Lightning provides a modern, robust and productive user experience designed to help boost sales and services and support customers. It’s not just an interface, it’s all the features and functionalities built in a way to help deliver customer success. As many of you have heard, migrating to Lightning has been a hot topic of …

October 5, 2016

Avoid the 7 Deadly Sins of Your Salesforce Implementation

Whether you are thinking about a Salesforce implementation, or you’ve already completed it, you’re on your way to greatness! Unfortunately, the greatness doesn’t come automatically. Like nearly anything worthwhile, Salesforce takes work. It doesn’t succeed on its own. Armanino is a member of the Salesforce Partner Network and has provided integration assistance to many well-recognized companies. We’ve put …