Industry ExpertiseRequest Demo
When you hire a consulting firm to assist with your CRM implementation, you want to make sure they can "talk the talk" and they know your industry. You don't want to waste precious time and money getting people up to speed.
Sonoma Partners focuses on CRM deployments in services industries, both financial services and professional services. We've completed dozens on projects in these industries, including some of the largest and most complex companies in the country. Our experience in these service industries will help us provide you with best practices, in addition to saving you time and money.
AEC firms can leverage CRM systems to help them automate proposal generation, manage client marketing and integrate with time/tracking systems.
Accounting and consulting firms can use CRM systems to track customer relationships, manage pipeline, share internal knowledge and identify cross-sell opportunities.
A CRM system can help banks and credit unions identify their most profitable customers and target the best cross-sell opportunities. Both commercial and retail operations can see big sales and service benefits from a well deployed CRM system.
Help franchisors administer and track recruiting, applicants, legal requirements and property development.