Sonoma Partners

Sonoma Partners understands that companies that provide professional services instead of products run a bit differently. Your organization has one driving mission: to provide an unsurpassed level of counsel and specialized knowledge to your clients. Your CRM solution must help you consistently deliver those high-quality services, streamline practice management processes, and acquire and retain the best clients. Microsoft Dynamics CRM for Professional Services can help you meet these goals.

Our professional services solution is designed to work within Microsoft Dynamics CRM while providing additional tools to manage more of your business, including resources, projects, client support, and employee development.

Resource Management

Since people are your product, managing your resources well is critical to your company’s success. During the sales process, you must plan ahead to make sure right resources are available if the sale is won. This takes proper forecasting and reporting. Sonoma Partners can help you:

• Understand which deals are closing within a specified timeframe
• Forecast appropriate resources to make sure you have the right staff with the right skills available when you need them
• Understand whether projects are over or under-planned

Ongoing Issue Resolution

Your team needs to be able to find answers for your clients quickly. This is not always easy with a long-running or past project. Sonoma Partners' solution for professional services companies helps organizations resolve post-project client issues by creating a complete archive of project information, so you can still retrieve information when you need it. It also includes tools to automate business processes to ensure all client requests are dealt with in a timely and consistent manner.

Collaborative Project Workspaces

Project management applications such as Microsoft Project are great, but they do not fully capture all the elements involved in managing a complete project. Our solution brings all components involved in successful project management into one common workspace.

• Create quick and easy status reports for your client
• Easily see if the project is on time and budget
• Quickly find all documents related to the project
• Manage expenses for the project
• Assign project related work and tasks to team members