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CRM Talk Podcast

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

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Public Sector Resources

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Do you work for the public sector? Did you know Infor offers technology solutions to meet your unique needs? Learn more about the latest innovations in citizen relationship engagement, municipal management, and more. Click here.

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



Industry: Management & Technology Consulting, 3PL/3PSP
Outdated legacy applications like Oracle CRM inhibited the usability and flexibility of Spinnaker’s data. Oracle did not integrate with the company’s other products, so the legacy tool was little more than a rolodex for contacts and a loose collection of notes and follow-up items. Spinnaker decided to put together a team to engage in a full software selection process for a new solution. Learn about Technology Advisors' solution.



Industry: Pharmacy
ReCept started looking for a new Customer Relationship Management (CRM) solution when management realized their current system was holding everyone back. The old system was not compatible with ReCept’s other programs, so sales representatives were doing double the work to track and maintain customer demographic information. Visibility between departments was almost non-existent, and because the teams couldn’t see what was coming up in queue they lost efficiency and often overlapped their efforts. Learn about Technology Advisors' solution.

National Bureau of Property Administration


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. Learn about Technology Advisors' solution

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


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


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


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.