Saratoga CRM

Comprehensive customer connection.



Experience the best of mobility, security, and integration—deliver the best personalization at every step of the customer journey.

Saratoga 7.3 Delivers Security, Speed, Connection & Sales


Seamless Office 365 Support for Saratoga Thin Client

Send emails from Dataview or report results to Office 365; send contacts and calendar items from Dataview or report to Office 365; and integrate Office 365 items (email, calendar, and contacts) with Saratoga CRM Thin Client records. (Office 365 connectivity ensures access to Saratoga data from Office 365.)

Faster, Full-Featured Access in Mobile Client

Open records after drilling down to them in reports, view attachments without having to save them to your device, and enjoy greater search customization.

Speedy, Streamlined Records Transmission

Send records to colleagues more easily, automatically sending them as PDFs directly out of Saratoga Rich Client or as email attachments from a grid to colleagues to ensure they have the most up-to-date data directly from your system as quickly as possible.

Improved Reports UI in Thin Client

Enjoy an enhanced user experience with more ways to access and view reports, including options to Refine Criteria, Edit, Print, and Send.

Simplified Rollouts with Rich-Client Configuration

Deploy the rich client configuration file from a single file location, saving valuable time and allowing you to change and update the configuration much more easily.

Optimized Integration via Web Services

Integrate efficiently using web services, receive more information about the status of the integration (including errors), and streamline troubleshooting.

Powerful, Personal Customizations

Easily customize your solution to your own workflows and processes so you can adapt quickly to maximize every situation.

Flexible, Configurable Dashboards

Easily configurable dashboards show the most relevant data, bringing your whole team together—with the same information—at lightning speed.

Saratoga Thin Client—Sample Feature/Functionality

CRM Expertise

Our consultants have experience with hundreds of CRM projects across a range of industries, from small businesses to Fortune 500 enterprises. Whatever your project entails, we can deliver the results you need.


Average Years in CRM Consulting


Number of CRM Implementations


Our Client Service Rating


Average Years in Tech Consulting


We deliver a full suite of end-to-end
CRM solutions to our clients every day.

Know Where to Start.

  CRM Evaluations

While most clients know precisely the outcomes their business needs to achieve, most are also less certain about the current state of their technology (functioning with their people and processes), or how to compare and evaluate potentially competing solutions with regard to ‘best fit’ for achieving the business results they’re looking for. That’s where we come in.

Think Big Picture.

  CRM Strategy & Planning

We know the best outcomes are achieved when clients are able to integrate and optimize the mix of people, processes, and technologies they’ve invested in to reach their unique business goals. That’s why the Tokara team works hand-in-hand with clients to define strategy that aligns their existing and new assets and priorities with the results they need to achieve.

Act as Trusted Advisor.

CRM Consulting

At the center of every engagement is consulting. And because we partner with the leading ‘people-centric’ software companies (Salesforce, Marketo, QlikView, etc.), we are able to truly act as trusted advisors and honest brokers to our clients—designing the best solution using the best technologies for their unique requirements and use cases.

Have a Bias for Action.

  CRM Implementations

Implementation transforms strategy into business value. So whether our clients want to migrate from legacy software, implement a new technology from the ground up, or even buy themselves some time by bridging the gap between the old and new, our technical depth means the solution we implement will maximize their return on technology investment.

Make It Personal.

  CRM Customizations

We always start by ensuring clients can access all the standard functionality a technology offers, but when unique business requirements demand a bit of code tweaking to perfect the alignment between the client’s needs and what the technology delivers, our developers are available for any needed customizations.

Deliver Reinforcements.

  CRM Staffing

At the end of the day, customer enablement is why we’re here—and we know what the client needs is rarely ‘one size fits all.’ So whether they’d like us to transfer knowledge through on-site training of an individual or a team, or simply to put one or more of our own team members with specialized skills in place for a period of time, we’re ready to make it happen.

Tokara Print & PDF Resources for Download

(Sort resources by category and click any thumbnail for download options.)

Managed Services (SugarCRM, Datasheet)
Sugar Platform (Tokara Solutions, Datasheet)
Sugar Sell (Tokara Solutions, Datasheet)
Sugar Serve (Tokara Solutions, Datasheet)
Managed Services (Tokara Solutions, Datasheet)
Redefining Partnership in Kantar Retail Pivotal CRM Upgrade (Tokara Solutions, Testimonial Datasheet)
Pivotal CRM Performance Health Check Services
Pivotal CRM Performance Health Check Services (Tokara Solutions, Datasheet)
Pivotal CRM Upgrade Services (Tokara Solutions, Datasheet)
VisualForce Development Salesforce Consulting Services (Tokara Solutions, Datasheet)
Apex Development Salesforce Consulting Services (Tokara Solutions, Datasheet)
Hosted Salesforce Integration Services (Tokara Solutions, Datasheet)
Salesforce Platform Consulting Services (Tokara Solutions, Datasheet)
Salesforce Marketing Cloud Consulting Services (Tokara Solutions, Datasheet)
Salesforce Service Cloud Consulting Services (Tokara Solutions, Datasheet)
Salesforce CRM Consulting Services (Tokara Solutions, Datasheet)
Managed Services for Salesforce (Tokara Solutions, Datasheet)
CRM Solutions (Tokara Solutions, Datasheet)
Professional Services (Tokara Solutions, Datasheet)
CRM Consulting (Tokara Solutions, Brochure)

Accelerating our clients'
time to business value

We help our customers connect with their customers—harnessing CRM and related 'people-first' technologies to create the irresistible experiences that drive profit and growth.