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Intuitive Technology for the Modern World

CRM Talk Podcast

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with Steve Chipman and Sam Biardo
Analysis of the latest CRM industry news.

Infor Free Trial

Infor CRM

Learn more about Infor CRM and what it can do for you. Request a free trial today.

Marketing Automation

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Marketing automation can help small and mid-sized businesses run complex campaigns with limited resources. Act-on specializes in automation solutions for customers like you. Click here to learn what act-on can do for your business.

CRM Data Migration

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Starfish ETL (Extract Transform Load) is a premiere import/export suite of tools that provides seamless integration of data from one database with another database, whether they are hosted, on-premise, or in the cloud. Learn more.

Technology Advisors' Case Studies

National Bureau of Property Administration

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Industry: Commercial/Industrial Property Tax Consulting
Prior Product: Older version of Infor CRM (Previously SalesLogix)
The original technology partner created custom code which was constantly breaking. Troubleshooting the issues and managing the bad data it produced had become overwhelming. The client had a spaghetti bowl of data that didn’t satisfy even the basic requirements of their software program thus making all things more difficult.

EXILE Technologies

EXILE Technologies

Industry: Printing
Prior Product: Peoplesoft; JD Edwards
Prior to their implementation of SugarCRM, EXILE Technologies lacked a proper CRM (Customer Relationship Management [software]). The many products they used failed to live up to expectations and - even together - didn’t constitute a true CRM; they essentially functioned without a proper database. Without adequate visibility, the EXILE team could not review history of the service they delivered to their clients. Learn about Technology Advisors' solution.

Journeys International

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Industry: Travel; adventure travel
Prior Product: No formal CRM
As a family-owned and operated business, Journeys International prides themselves on delivering personalized, unique travel experiences to their clients. This meant understanding and representing their clients’ interests in a CRM tool, but the average CRM wasn’t built for such a unique use case. Journeys International needed XRM, not CRM. Learn about Technology Advisors' solution.

Keller Heartt

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Industry: Lubricants and Absorbents
Prior Product: No formal CRM
Prior to their implementation of SugarCRM, Keller-Heartt had no formal customer relationship management (CRM) system in place. This put them at risk whenever a sales team member matriculated because they had no way to preserve historical company data. Learn about Technology Advisors' solution.

Lab Source

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Industry: Laboratory supplies and distribution
Prior Product: Skyline; Telemagic
Prior to their implementation of SugarCRM, LabSource had their data spread across 4 different databases. Each subsidiary’s sales team maintained their own records and often sold over each other, which put the relationships they had with their client base at risk. Learn about Technology Advisors' solution.

C&M Conveyor

C&M Conveyor

Industry: Corrugated box; folding carton; roll handling; industrial machinery; factory logistics
Prior Product: None
Prior to their implementation of SugarCRM, C&M Conveyor had no formal customer relationship management (CRM) system in place and was considering a very complex CRM implementation using their ERP system. Learn about Technology Advisors' solution.