Industry Expertise

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 of 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.

CRM for Professional Services


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.

CRM for Manufacturing & Distribution


A CRM system can help manufacturers and distributors drastically improve their sales, marketing and customer service effectiveness. This includes taking advantage of Web and mobile technologies to help support partners, reps and customers.