Industry Expertise

When you hire a consulting firm to assist with your CRM implementation, you want to make sure they can "talk the talk" and they know your industry.

You don't want to waste precious time and money getting people up to speed. Sonoma Partners focuses on CRM deployments in services industries, both financial services and professional services. We've completed dozens of projects in these industries, including some of the largest and most complex companies in the country. Our experience in these service industries will help us provide you with best practices, in addition to saving you time and money.

CRM for Accounting


Accounting firms can use CRM to gather external and client data, manage relationships, track referrals, and utilize marketing automation.

CRM for Architecture, Engineering & Construction


AEC firms can leverage CRM systems to help them automate proposal generation, manage client marketing and integrate with time/tracking systems.

CRM for Management & IT Consulting


Management and IT consulting firms can use CRM for complete visibility into their client base to foster prosperous relationships.

CRM for Industrial Equipment Manufacturing


CRM can help industrial equipment manufacturers face a hyper-competitive operating environment.

CRM for Life Sciences Manufacturing


Life sciences manufacturing companies can leverage CRM to help provide differentiated customer/supplier experiences that sets them apart from their competitors.

CRM for Wholesale & Distribution


Wholesale and distribution manufacturers can utilize CRM to increase sales efficiencies, boost sales performance management, and enhance supplier and customer experiences.