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Real Estate
 
Franchise Management
 
Healthcare
 
Financial Services
 
Professional Services
 


 

Industry Solutions

Microsoft Dynamics CRM can help organizations in distinctive industries develop and maintain better relationships with the people they serve. Having an industry solution is more than just “talking the talk.” At Sonoma Partners, all of our industry solutions are crafted from years of working with clients in each of our specialized industries and solving their unique challenges. We have taken that knowledge and created solutions that stand strong on their own or can be further customized to meet your organization’s specific needs.

Our industry solutions not only come with our best practice knowledge that we have developed from hundreds of implementations, but include our solution accelerators and industry expert project managers. In addition to the core sales, marketing, and customer service functionality native to Microsoft Dynamics CRM, our solutions address specific needs within each industry.

Real Estate
Microsoft Dynamics CRM for Real Estate helps condo developers and home builders manage their properties, unites, and related documents.

Download the Microsoft Dynamics CRM for Real Estate overview (186 KB)

Franchise Management
Microsoft Dynamics CRM for Franchise Management helps franchisors administer and track recruiting, applicants, legal requirements and property development.

Download the Microsoft Dynamics CRM for Franchise Management overview (128 KB)

Financial Services - Banking
With special tools to help empower front-line employees with real-time information, integrate disconnected systems, and retain more clients through improved customer loyalty, Microsoft Dynamics CRM for Financial Management can help financial institutions see the full potential of all of their customers.

Download the Microsoft Dynamics CRM for Financial Services overview (333 KB)

Professional Services
Microsoft Dynamics CRM for Professional Services companies (law offices, IT and consulting firms, advertising agencies, accounting firms, etc.) incorporates resource management, expense management, issue and task tracking, and collaborative work spaces into one simple interface.

Download the Microsoft Dynamics CRM for Professional Services overview (219 KB)

Healthcare
Our Patient Relationship Management (PRM) solution draws on the functionality of CRM methods and can help care providers, hospitals, clinics and physicians nurture patient relationships to develop trust and ensure the best possible care. Microsoft Dynamics CRM for Healthcare facilitates comprehensive understanding of each patient, risk assessment, and supreme security of highly confidential information.

Download the Microsoft Dynamics CRM for Healthcare overview (115 KB)







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