Sales, Marketing, & Service Cloud Experts
Supercharge your sales, marketing, and service teams with cloud computing technology from salesforce.com. Sonoma Partners can help you customize & deploy Salesforce at your company successfully, the first time.
Microsoft Dynamics CRM for the Enterprise
Nobody knows more about Microsoft Dynamics CRM than us. In fact, we wrote the books on it (literally!). Let us help you customize, deploy, or upgrade your instance and get value from this powerful platform.
Mobile Sales Kit for Your iPad
Deliver more powerful sales presentations directly from your iPad with this revolutionary mobile app by Sonoma Partners. Built to synchronize with SharePoint, you’ll never worry about print materials, PowerPoints, or demo videos being out of date again.
EZ Opp for Windows 8 Tablets
EZ Opp from Sonoma Partners is the best application to help users manage their sales pipeline using active opportunities within Dynamics CRM. Now using simple touch gestures you can quickly update the attributes of an opportunity that you care most about.
Learn more about EZ Opp for Windows 8
Why We're Different
Multi-Platform CRM Expertise
Sonoma Partners offers both Salesforce.com and Microsoft Dynamics CRM consulting services, and we can help you decide which platform fits you best.
Custom Mobile Experts
We build custom mobile apps for both iOS and Windows 8 tablets, bringing consumer grade design and user experience to the enterprise.
Sonoma Partners knows the Professional Services and Manufacturing industries inside out, backwards and forwards. We will hit the ground running on your project.
Not Your Typical IT Consulting Model
Sonoma Partners does things very differently from most consulting firms, and this helps us deliver your project on-time and on-budget.
Architecture, Engineering & Construction
Help AEC firms improve sales through proposal automation, pipeline tracking and marketing campaign management
Accounting & Consulting
Improve sales and marketing by tracking customer relationships and identifying cross-sell opportunities
Manufacturing & Distribution
Improve sales, marketing and service with a CRM system, and empower your field users with a mobile tablet experience
Help franchisors administer and track recruiting, applicants, legal requirements and property development.
"It’s been a wild and wonderful year since we started down this journey together. Sonoma Partners will forever go down in the Hoover’s history books as the best partner/vendor we’ve ever had the pleasure to work with…seriously. You are one of a kind."- Heidi Tucker, VP of Business Development at Hoover's
Recent Blog Posts
If you are building an editable custom Web Resource in CRM that will be embedded into a record form, typically you would want to make the Web Resource read-only when the record is deactivated. To do this, you would have...
Recently I had a chance to play with PersonAccounts while working on a project. If you’re unfamiliar with them, PersonAccounts are account records in Salesforce that act like Contacts, and even have the Contact custom fields available to them. They...
Definitions for change management in relationship to CRM vary widely from person to person. Every vendor has a different explanation of what change management is, and each client has a different expectation of what change management can do for them....
A couple weeks ago I posted a video on the new Login Control that comes with the XRM Tooling library in the latest CRM 2013 SDK. Today I will show off another handy feature in the XRM Tooling library, the...