Streamline Solutions has embraced the Microsoft "choice" model and is one of the few partners offering all the models; On-Premise, Partner Hosted, CRM Online, and Hybrid.

Microsoft Choice Model

On Premise - The traditional CRM model whereby a company purchases all necessary software licenses and hardware and installs everything on their local area network. Learn More

Partner Hosted - This is when a Microsoft Partner who is a member of the Service Provider License Agreement (SPLA) offers hosted Microsoft CRM. Learn More

CRM Online - This is the hosted offering of Microsoft CRM that is hosted and managed by Microsoft. Learn More

Hybrid - This is the hosted offering of Microsoft CRM that is hosted and managed by Microsoft. Learn More

News and Events

Case Studies

401(k) Advisors - 401(k) wanted their IT needs handled without hiring a dedicated in-house IT staff. They were growing quickly and wanted to focus on their customers, not technology maintenance. As 401(k) grew, they needed a secure network that all employees could access. Full Study

Microsoft CRM 4 - Managed IT Solutions

NanoLife Sciences - NanoLife was looking for a reliable company to manage their IT needs. Their servers and workstations all required upgrading, and they wanted a collaborative environment that would facilitate their internal and external communications. Full Study

Microsoft CRM 4 - Managed IT Solutions

Eclectic Associates - Eclectic Associates' goal is to provide the finest fee-only financial advice to each of our clients to enable them to meet their goals. As fiduciaries, we will put the interests of our clients before our own and will conduct our business with honesty and integrity. Full Study

Microsoft CRM 4 - Managed IT Solutions

REZA Investment Group - REZA Investment Group is the premier West Coast retail investment advisory firm with a multi-billion dollar transaction track record. They focus all of their resources exclusively on shopping centers and retail investment properties. Full Study

Microsoft CRM 4 - Managed IT Solutions

Golf Publishing International - Golf Publishing International (GPI) provides real estate, tourism, and golfing information about Mexico. GPI also offers several different vacation packages to the best places in Mexico. Full Study

Microsoft CRM 4 - Managed IT Solutions

CBH - CBH specializes in corporate performance management solutions that streamline business processes, giving customers power to make critical decisions faster, with greater confidence, at every level. Full Study

Microsoft CRM 4 - Managed IT Solutions

Enterprise Counsel Group - The Enterprise Counsel Group, A Law Corporation ("ECG") represents clients ranging from individual entrepreneurs to public companies. We are a civil trial, appellate and commercial real estate firm. Full Study

Microsoft CRM 4 - Managed IT Solutions

Data Reduction Systems - Every business in every industry must maintain and safeguard key business records. For companies in the Life Sciences, records management is more than a business requirement, it is an FDA regulated law mandated by the Prescription Drug Marketing Act. Full Study

Microsoft CRM 4 - Managed IT Solutions

American Sentinal University - American Sentinel University is an online university providing students with the best online learning experience possible. American Sentinel's cutting edge programs provide the maximum flexibility to decide when, where and how you would like to learn. Full Study

Microsoft CRM 4 - Managed IT Solutions

Alpha Point, Inc. - AlphaPoint provides plan fiduciaries with in-depth analysis and information to help them choose reliable 401(k) vendors, manage plan expenses, select the right investments and monitor ongoing fund performance. Full Study

Microsoft CRM 4 - Managed IT Solutions

Buzzsaw Advertising & Design - Buzzsaw provides advertising, design, and interactive services. We help our clients develop and implement meaningful strategic marketing communication programs that provoke awareness and drive perception. Full Study

Microsoft CRM 4 - Managed IT Solutions

Willis Consulting, Inc. - Willis Consulting, Inc. is an executive recruiting firm that focuses exclusively on the financial services industry. We help our clients recruit top financial services executives. Full Study

Microsoft CRM 4 - Managed IT Solutions

RetailDetails - RetailDetails is a marketing services firm whose name defines us, but does not straightjacket us. We treat our clients the way they want to be treated, and we empower our dedicated employees to deliver high standards and accountability with each project. Full Study