CRM Implementation

CRM Implementation Services

Sonoma Partners is one of the leading consulting firms for deploying either Salesforce or Microsoft Dynamics CRM. In the past decade, we’ve successfully deployed over 1,000 CRM implementations for mid and large size enterprises across all industries.

Our service offerings include:

  • Sales force automation
  • Marketing deployments
  • Customer service

Sales Force Automation

Modern CRM platforms such as and Microsoft Dynamics CRM help you keep your prospects and customers as the focus of your sales and marketing processes. By actively engaging your prospects and customers with timely offers, your company can do all of the right things to increase revenue. In addition, management gains useful insight for business planning.


Marketing with CRM isn’t about technology, it’s about providing an experience that your customers enjoy and want to do over and over again. By deploying either Salesforce or Microsoft Dynamics CRM, your marketing teams can better understand exactly what it is your customers love about you based on data rather than a gut feeling. Marketing can then segment targets, develop timely offers and dramatically improve your company’s revenue.

Customer Service

Your customer service teams also need to track their interactions with your customers in the same system your sales and marketing teams use, to ensure a full customer history is easily accessible. By getting to that information easily, your customer service teams can quickly identify which products or services your customers are having a challenge with and address them fast – keeping your customers happy.