With CRM, executives can easily see the "big bet" projects.

ABB Optical Group

A beautiful, customer user interface consolidates company data, increases user adoption of CRM, and improves access to information.

Salesforce deployment for 300 users to gain better insight into store operations and promote employee productivity.

Ace Hardware

Ace Hardware implemented SAP CRM in 2011 and found it unsuccessful and unable to meet their specific business needs.

“CRM provides us with a better understanding of our prospect and customer interactions. Thanks to Sonoma, we now have the tools necessary to leverage data and support our growth.”

AEC Firm

This commercial real estate construction company required a stronger, more scalable method of managing customer data.

CRM helps Boise Paper truly understand their customers.

Boise Paper

Boise Paper wanted Sales, Customer Service, and Marketing to efficiently work together through a single, united CRM system.

"With CRM, my work has improved dramatically. My day-to-day is much smoother and less tedious."

Brooklyn Brewery

One of the top craft breweries in the world improved operations and empowered sellers to make more strategic sales with Dynamics 365.

"I had heard great things about Sonoma Partners and their advanced expertise with CRM and Dynamics 365. They were an obvious choice and one that served us well."

Campaign Monitor

Campaign Monitor hired Sonoma Partners to build an integration between Dynamics 365 and their email marketing platform.

Capstone struggled under multiple manual processes. They would circulate Excel spreadsheets and Word docs to try and consolidate prospective client information to no end.

Capstone Publishing

Capstone deployed Salesforce to keep up with the increased demand of their digital products and support their overall success.

"Making an investment into CRM was an obvious move as it gives us the ability to deliver consistent, exceptional products to our customers while analyzing how we can be better."

Columbia Distributing

Columbia Distributing wanted to equip their sales team with a tool to help them perform their jobs more effectively.

One of the world’s leading consulting firms needed to upgrade their CRM system and execute a strategy for better user adoption.

Consulting Firm

With an integration between Marketo and Dynamics 365, marketing can execute targeted campaigns and track cross-platform engagement.

A singular Salesforce deployment for 200 employees helps this company more efficiently manage lead flows from their key outreach engagements.

Electronics Mfg Co.

A new CRM deployment provides the opportunity to improve on current business operations and to promote company-wide consolidation.

"Our methods for collecting and storing data proved inefficient. We knew there has to be a better way for knowledge management at EmPower HR."

EmPower HR

Before investing in CRM, EmPower HR used Excel. Without a shared platform for knowledge management, they struggled to be efficient.

"Mobility isn’t a nice to have – mobility is a must."


Not only did Feralloy see CRM as a tool that could solve their internal challenges, they knew it could extend greater value to their customers.

Sonoma Partners helped this ISV develop custom UI to meet a customer need.

Fusion Risk Management

Sonoma Partners developed custom front-end pages to provide this customer's leaders with a "snapshot" incident report.

"Choosing Sonoma Partners was the best decision we could have made. They were able to deliver on their promises with a great product, and we couldn’t be happier with the end result.”

Glance Networks

Glance Networks integrated their cobrowsing solution with Dynamics 365 to expand their offerings and better meet their customers' needs.

"In our business relationships matter."

Grant Thornton

Grant Thornton lacked visibility into their account and contact records, leading to inefficiencies amongst their Sales Team.

A fully functioning integration between GTM Sportswear's ERP and CRM systems allows users to seamlessly enter data and research accounts.

GTM Sportswear

GTM Sportswear specializes in custom sports attire. They required a custom CRM system to improve customer relations activities.

"The difference between our Salesforce deployment and our previous system is night and day."


By replacing their outdated CRM system with Salesforce, Hisco manages sales and customer service reps more efficiently than ever.

"The first time I saw the CRM system, I knew it was the top-of-the-line solution we were looking for to manage our sales process."


Since Hylant lacked a central location for all of their client data, the process of finding client information was clunky and difficult to navigate.

More than an upgrade - a completely revitalized CRM system.

IT Solutions Provider

They used an outdated instance of Dynamics for years, but poor UX and slow processes under custom code signaled a need to make a change.

"It's crucial that we not only have the right data analytics tools, but also systems that are agile and flexible."

Jones Lang LaSalle

CRM allows Jones Lang LaSalle’s people to access information on properties, accounts, and services anywhere – on any device.

"Sonoma Partners understands our business goals. Our new CRM solution allows us to provide the best customer experience."

KaVo Kerr Group

KaVo Kerr Group’s sales team used to operate on a number of disparate systems and processes, with limited integration between them.

“CRM provides clear visibility into our sales pipeline. It has made a lasting impact on how our business operates.”

Layne Christensen

Layne Christensen experienced improved sales results and the ability to see "big bet" projects in the pipeline for planning purposes.

With CRM, Leader Dogs is able to actually see how their bred dogs perform both in training and on the job, creating a strong feedback loop.

Leader Dogs for the Blind

Bogged down by a custom solution, Leader Dogs needed a better option for tracking operations and client records in Dynamics 365.

"CRM has made us more efficient and a smarter organization by far.”

Life Sciences Org

This pharma corporation’s new iPad sales app connects to Salesforce, giving their team the ability to capture activities the moment they take place.

M. Holland team members took UX architects into the field to collect essential observational data to create a tool specifically to meet their needs.

M. Holland

M. Holland vastly improved customer experiences with their new CRM system, leading to more opportunities and overall company growth.

“Our sales team operated on separate islands, with isolated strategies, and few resources.”

Mark Anthony Brands

Mark Anthony Brands leadership recognized a need to provide their field sales representatives with a new process and toolset.

"The implementation of the iPad as a sales tool has changed our sales teams' lives."


Medline invested in CRM in order to centralize their data, identify new customers, and strengthen their existing relationships.

"Before CRM, just doing our daily jobs was an administrative burden."

New Belgium Brewery

In order to provide the best service to their customers in the field, we built a touch-based mobile app that allows access to CRM wherever, whenever. 

"As we think about how to build those long-lasting client relationships, CRM is a critical component to support that growth."


OBG excelled at delivering projects and progressing opportunities, but their legacy systems created process inefficiences.

"Our mobile app provides a consolidated view of critical information to military leadership, on-the-go."


Permuta’s mobile application educates the chain of command on potential risks to troop readiness levels.

“Working closely with our clients and understanding their needs allows us to provide the best possible service.”

Plante Moran

This CRM upgrade provides their marketing team with functionality to track all direct mail campaigns, event, and tradeshow leads.

“Our customers expect cohesiveness. We wouldn’t be able to meet these expectations if we didn’t invest in a single CRM platform.”

The Core Group

Sonoma Partners deployed Salesforce across all divisions and outlined a change management and national training program.

TimeTrade customers using Salesforce wanted to be able to schedule, create, modify, and/or cancel appointments without having to duplicate actions in both platforms.


With Sonoma Partners' assistance, TimeTrade customers now experience seamless integration between Salesforce and the scheduling tool.

“CRM is the tool that allows us to have as much of a 360-degree view as possible.”


Wacom replaced their loosely connected companies with one system, one CEO, and a full commitment to operate as one.

WME | IMG looked to Sonoma Partners to improve usability, speed, and security with CRM.


With multiple instances of CRM, uncovering client information required frequent and unnecessary back-and-forth between departments.

“We were told migrating from Chatter to Yammer would be impossible. Sonoma Partners responded, 'Challenge accepted.'"

World-Class Airline

A move from Salesforce to Dynamics 365 gave this airline a cost effective platform with the capacity to support high levels of internal collaboration.