Home Instead Senior Care Chooses Microsoft Dynamics CRM as Sales and Marketing Platform

- Award winning Senior Care franchise will save money and provide higher levels of service with Microsoft Dynamics CRM -

CHICAGO, March 3 /PRNewswire/ — Sonoma Partners, a leading provider of Microsoft Dynamics CRM in the United States, announced today that Home Instead Senior Care, a franchise network in the United States, purchased Microsoft Dynamics CRM in order to integrate sales, franchise support and IT help desk into a single platform.

Founded in 1994, Home Instead is franchisor of non-medical home care services for seniors. The company offers services designed for people who are capable of managing their physical needs but require assistance. Home Instead Senior Care has a network of more than 850 offices in 50 states and in 15 countries including Canada, Japan, western Europe, New Zealand, and Taiwan.

Microsoft Dynamics CRM is a cross-functional application that comes with pre-built sales, marketing, and customer support modules. Home Instead Senior Care selected Sonoma Partners for the implementation because of their pre-built intellectual property designed specifically for franchise organizations. Microsoft Dynamics CRM for franchise management expands on the CRM core functionality to address the additional requirements posed by franchised businesses, including the management of the recruitment and application process, property development, operations and legal compliance, and customer relations.

Sonoma Partners and Home Instead Senior Care are working together to develop a customized deployment of Microsoft Dynamics CRM to provide a complete view of their franchisees. In addition, Home Instead Senior Care will use the Microsoft Dynamics CRM eService Solution Accelerator to offer a customer service portal for their IT Help Desk.

Home Instead Senior Care will use Microsoft Dynamics CRM to consolidate multiple applications such as a hosted customer service application, a home-grown contact database and ACT!.

“We needed a single solution that could address the needs of our business performance, franchise development and IT help desk groups,” said Roger Baumgart, President at Home Instead Senior Care. “Microsoft Dynamics CRM provides this information on a single platform with easy integration to other Microsoft tools such as Outlook, Excel and Word.”

“With Microsoft Dynamics CRM, Home Instead Senior Care will reduce costs by eliminating the need to develop, maintain and enhance a custom CRM solution from the ground up,” said Mike Snyder, Principal at Sonoma Partners. “They will also be able to provide higher levels of service and enhance their coaching by having more detailed information about their franchisees.”

About Sonoma Partners

Chicago-based Sonoma Partners LLC sells, customizes and implements Microsoft Dynamics CRM for enterprise and mid-size companies throughout the United States. Founded in 2001, it has worked exclusively with Microsoft Dynamics CRM since the Beta release of version 1.0. Microsoft twice awarded Sonoma Partners as the Global Microsoft CRM Partner of the Year. In addition, Sonoma Partners has written multiple books about Microsoft Dynamics CRM for Microsoft Press.

The company’s unmatched expertise in Microsoft Dynamics CRM offers a rapid path to value and return on investment. In addition, Sonoma Partners has extensive experience in several vertical industries, including franchises, real estate, healthcare, professional services, and finance.

SOURCE Sonoma Partners