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Industry Solutions
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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
CRM Elements for Real Estate helps condo developers and home builders manage their properties, unites, and related documents.

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Download our CRM Elements for Real Estate pdf (186 KB)
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Franchise Management
Our Microsoft Dynamics CRM solution for franchise management helps franchisors administer and track recruiting, applicants, legal requirements and property development.

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Download our Microsoft Dynamics CRM solution for franchise management pdf (196 KB)
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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, our CRM solution for financial services can help financial institutions see the full potential of all of their customers.

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Download our CRM solution for financial services pdf (333 KB)
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Professional Services
The solution we use ourselves, our solution 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.

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Download our CRM solution for Professional Services pdf (219 KB)
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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. Our solution facilitates comprehensive understanding of each patient, risk assessment, and supreme security of highly confidential information.
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