MYP provides several versions of ARM which enables subscribers to access the version that best suits their requirements. The module allows you to proactively manage the administration, relationships and business processes and incorporates the following features:
- All standard CRM capability in an easy to use format
- Manages new business opportunities providing a range of high value reports
- Tracks outcomes of new business opportunities easily and efficiently
- Tracks the value of new business and the reasons for win or loss
- Manages projects and related tasks
- Provides a central location to launch all office software
- Integrates with all other MYP modules
- Provides a history of activity with clients or prospects
- And much more…
The following table provides a summary of the available features for each version of ARM:
| ARM features |
ARM Connect |
ARM Lite |
ARM |
ARM Pro |
| Access support |
✔ |
✔ |
✔ |
✔ |
| Administer clients + contacts |
|
✔ |
✔ |
✔ |
| Administer client brands |
|
|
✔ |
✔ |
| Administer client permissions |
|
|
|
✔ |
| Administer as a Master Subscriber |
|
|
|
✔ |
| Administer staff |
✔ |
✔ |
✔ |
✔ |
| Administer opportunity owner |
|
|
✔ |
✔ |
| Customise settings |
|
|
✔ |
✔ |
| Customise + administer relationships |
|
|
✔ |
✔ |
| Customise + administer networks |
✔ |
✔ |
✔ |
✔ |
| Customise + administer groups |
|
|
✔ |
✔ |
| Create + administer client/contact links |
|
|
✔ |
✔ |
| Administer data uploaders |
|
|
✔ |
✔ |
| Administer client information |
✔ |
✔ |
✔ |
✔ |
| Administer personal login security |
✔ |
✔ |
✔ |
✔ |
| Administer API settings |
|
✔ |
✔ |
✔ |
| Customise roles |
|
✔ |
✔ |
✔ |
| Customise teams + locations |
✔ |
✔ |
✔ |
✔ |
| Customise opportunities |
|
|
✔ |
✔ |
| Convert opportunities to projects |
|
|
✔ |
✔ |
| Customise opportunity + project templates |
|
|
✔ |
✔ |
| Administer project time management |
|
|
|
✔ |
| Administer project task dependencies |
|
|
|
✔ |
| Manage my to-do list |
|
|
✔ |
✔ |
| iCal integration |
|
|
✔ |
✔ |
| Customise event venue types |
|
|
✔ |
✔ |
| Customise import/export spreadsheets |
|
|
|
✔ |
| Customise multiple brands |
|
|
|
✔ |
| Customise brand, style + shortcuts |
✔ |
✔ |
✔ |
✔ |
| Customise home page |
|
|
✔ |
✔ |
| Customise + administer fields |
|
|
|
✔ |
| Customise field security permissions |
|
|
|
✔ |
| Customise payment gateway (eMarketing only) |
|
|
✔ |
✔ |
| Customise default eMarketing settings |
|
|
|
✔ |
| Manage invoicing |
|
|
|
✔ |
| Customise products + prices |
|
|
|
✔ |
| Customise shortcut menu + profiles |
|
|
|
✔ |
| Administer searches |
|
|
✔ |
✔ |
| Customise reports |
|
|
|
✔ |
| Manage opportunities |
|
|
✔ |
✔ |
| Manage revenue pipeline |
|
|
✔ |
✔ |
| Manage projects + associated tasks |
|
|
✔ |
✔ |
| Receive notification of client uploads |
|
|
|
✔ |
All MYP subscriptions require a version of ARM. It is recommended that subscribers select the version that best suits their requirements. ARM Pro provides the highest level of customisation and functionality. Upon subscription to a module requiring ARM Connect, the ARM Connect module is applied automatically. If modules requiring a higher version of ARM are chosen, the subscriber will need to select the minimum version of ARM or higher to complete the subscription.
| Modules |
ARM version |
| 94six |
ARM Connect |
| Business Wisdom |
ARM Lite |
| eMarketing |
ARM |
| formSPACE |
ARM Lite |
| GENIUS |
ARM Pro |
| GOMS – Community |
ARM Pro |
| GOMS – Business |
ARM Lite |
| myDocs |
ARM Lite |
| myGift |
ARM Pro |
| myNet |
ARM Lite |
| myYardstick |
ARM Lite |
| ORS |
ARM Lite |
| PocketWatch |
ARM Pro |
| Partner Administration |
ARM Connect |
| Propel (all versions) |
ARM Lite |
| WITY |
ARM Lite |
MYP Champions and Partners have the ability to upgrade an ARM subscription. See ‘Manage subscription + training‘ for instructions on how to upgrade your subscription.
Key features of ARM
- Integrate with key business systems – connect ARM with your website, marketing, HR + other core operational systems to effectively drive your organisation to success
- Track sales performance – bring data-based decision making to your organisation. Track opportunities by source, owner or stage, easily generate sales forecasts + win/loss analysis
- Streamline project management – coordinate projects from inception to delivery by allocating tasks, managing timelines + ensuring continued follow-up with automated notifications
- Enhance client experience – manage all your client data and communications in one place, creating transparency + accountability, while focusing on creating value
myTraining for ARM
Click here to access the ARM Professional Development myTraining course for Staff (Level 2 support is not attributed upon completion).
Click here to view the recommended permissions for ARM + ARM Pro.