Search Sonoma Partners for:

About Us

Microsoft Dynamics CRM

Industry Solutions


	Industry Solutions

Real Estate

Franchise Management

Financial Services

Seeing a 360 View of the Customer

Provide Superior Customer support

Be more productive

Sonoma Partners' CRM Solution for Financial Services

Provide Superior Customer Support

It is no secret that you need to differentiate your bank in two ways. First, you need to offer a full range of superior products and services to your customers. You also need to offer spectacular customer service to distinguish your bank from the competition. Microsoft Dynamics CRM empowers your customer-facing employees to give timely, accurate service and allows them to do what they do best – take care of the client.

Empower your call center
Keeping an up-to-the-moment historical record of customer interactions gives financial services institutions a powerful tool to personalize interactions and resolve problems fast. Microsoft Dynamics CRM helps your call center resolve inquiries faster, reduce hold times, and add value to customer interactions with sophisticated call routing and easily accessible information.

Increase customer satisfaction
Measuring customer satisfaction and acting on the results can help guarantee your clients are getting the best possible service. With Microsoft Dynamics CRM, you can measure customer satisfaction during each service interaction to help ensure long-term customer loyalty.

Communicate to your customers with ease
Not only can your team access records directly from Outlook, but they can also track all customer communications with one click in Microsoft Dynamics CRM. You can also set up automatic responses based on your business processes.

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

Next Steps

Join our Microsoft Dynamics CRM newsletter

Download Microsoft Dynamics CRM documentation

Recent CRM Blog Posts

Nov. 14 Microsoft Dynamics CRM Incubation Week

Nov. 13 Been delaying a Microsoft CRM purchase? Microsoft now offers zero percent financing

Nov. 7 Displaying the Number of Notes on the Notes Tab

Nov. 5 I've been everywhere, man

Oct. 24 New Forrester Wave reports released, and look who's ahead of Salesforce.com!

Oct. 17 Creating New CRM 4.0 Reports Views

Oct. 15 Programming Microsoft Dynamics CRM 4.0 book cover

Sept. 18 Bandwidth/governance limits in CRM Online?