Ensure project delivery and budget are always met with dedicated project management from TAI. We use best-in-class tools, processes, and strategies to avoid slowdowns and keep you moving forward.
Planning aligns your goals with a process. We help you adopt a comprehensive strategy that includes project scope, customer experience design, documented business processes and customer journeys, and a release plan.
There are thousands of software solutions on the market. We help you choose the best fitting CRM based on the needs you have today and your vision for tomorrow.
Successful software implementation requires both structure and flexibility. We deliver an agile, streamlined approach to personalizing your CRM software.
Moving your data to a new system can be daunting. We simplify it with pre-built tools and expert resources.
Work is easier when everything is connected. Moving data and bridging systems together is what we do. Let's talk.
People are naturally resistant to change. Overcome the obstacles and maximize the value of your CRM investment through consistent usage in your organization.
Poor user adoption is the #1 reason CRM implementations fail. Avoid a wasted investment with proper training from Technology Advisors.
Don't go on your software journey alone. TAI's support staff are certified on your software, and they're here to ensure your success.
What is Your CRM Really Costing You?
What if you could accurately predict your ROI on specific features of a CRM? If you had answers to questions like, “Well how might better omni-channel communications or sales chat affect my win rate?”, you could gain a more concrete understanding of not just what your CRM will cost you, but what it will be worth to you. This eBook breaks down CRM ROI considerations, calculations, and solutions.
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Ever need to urgently alert users when a trigger condition is met? Creatio has a base ‘Send Push Notification’ process that you can leverage.
Effective CRM dashboards should give full visibility of the sales pipeline, deliver accurate revenue forecasts, and provide a snapshot of individual sales performance. So why are so many sales managers still frustrated?
CRM dashboards are meant to present a big picture that combines different data points as a quick and easy-to-understand visual summary. In Creatio, dashboards are built into each section with a rich feature set that lets you design and build them to suit any reporting needs.