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Microsoft CRM Integration Services

Sonoma Partners is recognized as the premier Microsoft CRM integration and custom development consulting firm in the United States. We work exclusively on Microsoft CRM projects, where other firms spread their resources across many different types of services and products. Microsoft recognized our CRM techical expertise by awarding us as the Worldwide Microsoft CRM Solution Developer of the Year.

If you need to connect and share Microsoft CRM data with other systems such as backoffice/financials, intranets/extranets or a proprietary business system, you will not find a company with more experience on Microsoft CRM than Sonoma Partners.

eWeek magazine wrote a story detailing one of our CRM Integration projects for Equity Residential, (NYSE:EQR) America's number one apartment company. With more than 1,000 properties across 35 states, it is the largest publicly traded owner and operator of multifamily properties in the United States.

Equity Residential was converting several of their apartment property locations from rental units into condos. Since condo sales was a relatively new process for them, Equity Residential needed a system to help them:
1. Track condo sales leads and identify which marketing tactics where generating the best leads
2. Monitor the sales process and the various steps throughout the sales cycle of each individual unit
3. Streamline the document and paperwork generation required for condo closings
4. Track the inventory status of each condo unit (sold, pending, etc.)

Sonoma Partners used Microsoft CRM as the foundation to build a proprietary condo sales and inventory management system. Due to the success of the system, Equity Residential and Sonoma Partners still continue to work together to further enhance the system.

Download the eWeek article about our CRM integration project with Equity Residential

Some of our other recent Microsoft CRM integration projects include:

  • Complex CRM customization, integration and data migration for a franchise sales company. This company is the largest Microsoft CRM customer west of the Mississippi river with hundreds of users and millions of data records.
     
  • CRM Discovery and Integration Scoping Analysis for an NFL football team
     
  • Order management system and website lead integration for a professional services firm






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