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Sonoma Partners' CRM Solution for Financial Services

Be More Productive Using Familiar Tools

Easy customization streamlines business workflows and automates repetitive tasks
Microsoft Dynamics CRM comes with customizable, robust business process templates. Modify these templates quickly to meet your unique business goals. You can create workflows at the business, department, and individual level to create efficiencies across the organization.

Tight integration with Microsoft Office and Outlook let your staff work in a familiar, highly productive environment
Manage and monitor all your interactions within a single business application. Automatically synchronize Microsoft Office Outlook email, calendar, tasks, and contacts with your Microsoft Dynamics CRM database. Automatically convert email messages into contacts, leads, and opportunities.

Work away from the office
Access robust functionality offline, or work from virtually any location over the Internet or on a wide variety of mobile devices. Update records, study customer data, carry out analysis, and print quotes away from the office.

Want to learn more? Contact us about the Microsoft Dynamics CRM solution for banking.

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