“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.

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.

"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.

"In our business relationships matter."

Grant Thornton

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

"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.

"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.

“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.

"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.

“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.

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.