Sonoma Partners Microsoft CRM and Salesforce Blog

Sonoma Partners Adds Account Executive to Denver, CO

Leveraging our strong year in 2009 we are continuing to build out our sales staff across the country.  Starting this past Monday, March 29th, Colleen Burke joined Sonoma Partners as an Account Executive based out of Denver, Colorado.  She will work out of our office located in downtown Denver. 

We continue to see strong momentum in 2010 as we close out a record 1st QTR for new business.  The CRM market continues to defy the odds as businesses look to strengthen their relationships with customers while the economy recovers.  At Sonoma Partners, we continue to invest time, money and resources to build world-class CRM applications to solve unique business needs.


We look forward to working with your business in Denver and the surrounding communities!

Beyond CRM 5 at Convergence 2010

The Microsoft CRM R&D team has a fantastic opportunity for anyone attending Convergence 2010 this April in Atlanta…the chance to provide direct input on the FUTURE direction of CRM after version 5.0. You even get a choice of a gratuity for your time and opinions!


To participate in any of these sessions, please contact directly and let him know which sessions you are interested in attending ASAP!

I. Visualizing Relationships in Microsoft Dynamics CRM

  • Saturday, 24 April, 1:30 PM – 2:45 PM
  • Sunday, 25 April, 1:30 PM – 2:45 PM
  • Monday, 26 April, 1:30 PM – 2:45 PM

II. Outlook Continues: CRM Information in Outlook

  • Sunday, 25 April, 11:00 AM – 12:15 PM
  • Monday, 26 April, 9:00 AM – 10:15 AM

III. Microsoft Dynamics CRM Online Service Experience

  • Monday, 26 April, 3:00 PM – 4:15 PM

IV. Social CRM

  • Sunday, 25 April, 3:15 PM – 4:30 PM
  • Monday, 26 April, 4:30 PM – 5:45 PM

V. Authoring and Editing Discussion Steps (e.g., Customer Service Scripts) Using CRM Workflow

  • Tuesday, 27 April, 10:45 AM – 12:00 Noon

VI. Mobile Experiences and Scenarios

  • Tuesday, 27 April, 12:14 PM – 1:30 PM

Here is the official language from Microsoft regarding these sessions:

The Microsoft Dynamics CRM Team are enthusiastically looking forward to meeting you at Convergence 2010, sharing with you our ideas and aspirations for future versions of Microsoft Dynamics CRM, and, as always, learning from you, your experiences and your insights.

Influence Microsoft Dynamics CRM

Between Saturday, April 24th and Tuesday, April 27th members of the CRM Research and Development Team will be hosting a series of discussion groups and forward-looking research sessions at the Atlanta Convention Center for Convergence 2010.  During these sessions, we will present prototypes and ideas designed to improve Microsoft Dynamics CRM; we invite you to review and critique designs and discuss your important scenarios and stories so that you can directly influence our investments in a wide array of areas. 
*These sessions are limited in size, so please respond early.*

Gratuity & Non-Disclosure Agreement

Participants in each Discussion Group will receive a Microsoft gratuity which will be mailed to you.  We will have a list of gratuity choices available for you at the sessions.  We will also ask you to sign a standard Microsoft Non-Disclosure Agreement (NDA) so that we can confidentially share our ideas and present our thinking.


These Microsoft Dynamics CRM Discussion Groups are open to ALL Convergence 2010 Attendees who want to learn about and influence the future of Microsoft Dynamics CRM.

  • Partners, IT Experts, Developers – (for example) Implementation Partner, Solution Developer, IT Managers
  • End Users – (for example) Sales Professional, Marketing Professional, Customer Service Representative
  • Business Decision Makers – (for example) Sales Managers, Marketing Managers, Service Managers


All sessions will be in the Atlanta Convention Center and I will inform you which room when you register for one of the sessions.


Please review the session titles and RSVP directly to me (; I will send you an email with the schedule indicating the session date(s) and time(s): Sessions will be repeated so that we can accommodate your schedules at the conference.

I will send you an email confirming your participation in the session(s) you select.

These discussions and research sessions are specifically designed to collect feedback from our customers, users, developers, and partners on our future thinking and aspirations for Microsoft Dynamics CRM.  All Convergence 2010 attendees are welcome regardless of your product focus.   If you are interested in learning more about Microsoft Dynamics CRM 4.0, our most recent CRM release, we encourage you to take advantage of the other generally available and informative Microsoft Dynamics CRM sessions which are being conducted during Convergence 2010.

Thank you, as always, for your distinctly helpful insights and constructive feedback on Microsoft Dynamics CRM.  We are eager to welcome you and look forward to hearing from you soon.

Microsoft Dynamics CRM Team

Defying the Downturn, thanks Microsoft CRM!

We issued a press release this morning that highlighted how Microsoft Dynamics CRM helped our business grow by 44% in the past year, despite the fact that the global economy is pretty much in the toilet! I think some of the key factors that played into our success include:

  • Microsoft Dynamics CRM is experiencing strong double digit global growth, and we were fortunate enough to bet our business on CRM a few years back. When the Microsoft CRM industry grows, we grow too. :)
  • Deal sizes are increasing! We have seen our average deal size grow from 180 users in MSFT FY09 to over 700 users per deal in MSFT FY10. That’s an amazing statistic.
  • Our company cranks out a ton of repeat business and “phase two” projects because customers are getting a lot of value from their Microsoft CRM deployment. These repeat customers (100% of our Tier 1 customers!) make it much easier for us to grow our business.

We see deal sizes increasing for a few reasons. One, Microsoft Dynamics CRM has proven itself to be enterprise-ready. A few years ago, a lot of prospects used to ask us questions like “Can you handle 500 users? Can you handle 2,000 users?”. We don’t hear a lot of those questions anymore because the performance record is pretty clear and well documented. We have deals we’re chasing that range all the up to 25,000 users.

Two, we’re seeing deal sizes increase because the XRM capabilities of the platform enable customers to expand their system waaaaaaay beyond the traditional sales, marketing and service deployments. If you’re interested in learning more about all of the fun and creative ways that you might be able to leverage Microsoft CRM’s XRM capabilities, please let us know.


UPDATE: Fast Company wrote up a pretty fun article about our release. I couldn’t agree with Maccabee more, Huzzah!!

Convergence 2010 – Atlanta, GA

A little shameless plug as to why you should join Sonoma Partners at Convergence 2010 in Atlanta, GA.

See you there!