Case Study: Armanino LLP achieves 50% increase in CRM adoption and accelerates sales productivity with Insights, powered by InsideView

Armanino boosts CRM adoption by 50% and grows CRM practice with Insights, powered by InsideView

Armanino LLP, the largest independent accounting and business consulting firm in California serving clients in over 100 countries, needed to boost CRM adoption and sales productivity both internally and for its clients. Their goals were to increase user adoption, streamline pre-call research, and get more value from CRM investments to scale their CRM practice.

By embedding Insights, powered by InsideView, into their Microsoft Dynamics CRM/365 workflow, Armanino gave reps real-time company and contact data, news, and connections to prioritize and engage opportunities. Within three months they cut pre-call research time by 24%, made it far easier for reps to find decision‑makers (shifting from 60% finding it difficult to 80% finding it easy), increased CRM adoption by 50%, and significantly improved sales effectiveness and ROI.

Armanino LLP

Scott Mangelson

Partner and CRM Practice Leader