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VAR Partner Solution Showcase
About Sonoma Partners Sonoma Partners has more than 14 years of
experience with a deep focus on the professional
Company Sonoma Partners
Interviewee Jim Steger, Co-founder and Partner
Website www.sonomapartners.com
Email Jsteger@sonomapartners.com
Headquarters Chicago, Illinois
Interesting Fact Sonoma Partners is named after a county in the wine-producing region of Northern California.
VAR Partner Member Since 2010
42 | CRMUG Magazine services and manufacturing industries, mobile
expertise, and the unique ability to implement
so what is the story behind the company name?
Jim Steger (JS): My business partner, Mike
Snyder, is a self-described “cork dork”, and the
wine area he loves the most is Sonoma County in
Northern California.
This is largely because the winemakers in
Sonoma have direct involvement in their craft, and
they also make time to chat about their wine with
their customers. From the very beginning, this
personal, hands-on model is what we had in mind
for Sonoma Partners.
We want to instill that type of leadership for
our employees and our customers, always taking
a hands-on approach to how they do business and
manage their CRM systems.
We’ve taken the wine theme even further
with our BRIX Event for Manufacturing and
Distribution and our CRUSH Conference for
Professional Services (brix and crush are both
began working together and how Sonoma came
to be.
JS: Mike and I have known each other since 1994,
and we started a dotcom company back in 1999. We grew and sold that company to a venture
capital firm, and then circled back up to start
doing some e-commerce website work in 2001. In
2002, we decided to explore Microsoft Dynamics
CRM. Being at the front-end with Customers
both Microsoft Dynamics CRM and Salesforce. and Users appealed to us more than offering
CRMUG: Sonoma Partners is located in Chicago, end. However, that time was the very infancy of
ERP or financial systems that work on the back-
Microsoft Dynamics CRM, and we were dubious
of the long-term viability of the solution back in
the version 1.2 days. We took a small break to write
our own applications, but then Microsoft released
Microsoft Dynamics CRM 3.0. That solution was a
more scalable and dynamic system that we could
build a business on.
From that point forward, we focused our efforts
on offering Microsoft Dynamics CRM and wrote
a handful of books for Microsoft Press that would
become the initial CRM bibles. It was a great
experience for us and helped us gain a broader
audience in the community.
Over the past four years, we have augmented
our offerings slightly to incorporate enterprise
mobility, and then we picked up Salesforce to
expand our CRM reach in mobility and our core
verticals.
winemaking terms).
CRMUG: What type of mobile services and
CRMUG: Tell us more about how you and Mike
JS: Mobile is so broad and rapidly changing.
customizations do you provide?
That broadness is a challenge to understand. The
questions really are, what are you trying to solve
and how can we use mobile to solve that problem?
There are a lot of new mobile tools natively