How CRM Benefits the Technology Industry

Automated Processes
Privacy Protection
Advanced Forecasting
Subscription Management
Opportunity Management

The Challenges of the Tech Industry

Managing Talent

Automated processes and AI-informed predictions improve worker productivity, allowing skilled teams to work smarter instead of harder. Management can focus less on hiring additional talent and more on improving the utilization of the current staff.

Data Governance, Security, & Privacy

Mature organizations have rules for who can see and change data, as well as guidelines for how that data can be used. CRM has been built since its inception to support all types of data encryption and advanced security models. Business processes can be put in place to maintain governance, and data augmentation tools are available to keep your information accurate.

Cloud Networking Issues

Traditionally, technology companies have been challenged to not only produce a product but also manage their cloud infrastructure. Many CRM products are now switching to Cloud infrastructure providers to allow a greater focus on the product. Those infrastructure providers enhance the experience with features like AI, BI, and data redundancy.

Implementing Regulated Privacy Protection

Many countries are concerned with protecting an individual's privacy. To respond, many have created laws such as CASL and GDPR to protect consumers. Most CRMs natively support the laws to comply with ever-changing regulations.

Managing & Forecasting Subscriptions

With the switch to software-as-a-service (SaaS), technology companies are challenged with managing subscriptions and renewals. Many CRMs now have modules to manage SaaS and renewals.

Anticipating Market Demand

When deploying a new technology product, it's difficult to determine demand. By using a combination of direct market, affiliate, and social media advertising, one can determine product interest through click through rates and lead scoring mechanisms. These features come standard in most CRMs.

Technology Case Study

Much of EXILE’s accounting process relies on a legacy JD Edwards application and only three out of the four CRM solutions they evaluated came equipped with a standard out-of-the-box integration. To truly achieve their vision – to enable the support staff to satisfy their customers’ demands and to empower the sales team to cross and upsell clients appropriately – any solution they obtained needed to integrate with this ordering system. Technology Advisors, Inc. (TAI) was the only partner of the several vetted with a strong history and experience in integrating ERP solutions.

Read the Case Study

What Customers Say About Us

Technology Advisors immerse themselves into your project. They go beyond to understand your current systems and what you are trying to achieve. They have extensive knowledge and experience, which they bring to each project.
Montelle DuChane, Haynes International, Inc.
Technology Advisors has helped us to transform our data from one CRM to another without any interruption. They have helped us every step of the way to successfully integrate to fit our business needs.
Brianna Sibley, Burrus Seed
I have worked with TAI for over 15 yrs. with my past two organizations and look forward to continuing our relationship for many years to come. Working with TAI has proven to be a one stop shop for my organization from all phases of CRM support and technology review to quality and cost analysis and product review. This has ensured we have had the latest technology at a fair price for our organization with amazing support from TAI.
Linda Stanko, Recept Pharmacy
We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of CRM is second to none and together we are able to tackle many difficult software integrations to shape it to best fit our needs.
Jean-Paul Lupori, Captive Resources, LLC
One of the things that stood out from the start was the transparency and the helpfulness of being able to guide us along the paths that were the best for us. Technology Advisors always did their best to make sure that we are on the same page with all the new ideas and initiatives that we come up with.
Tim Ryan, Hershey's Ice Cream
Throughout the past 4 years, TAI has not only become an extension of our team, but a crucial asset. We truly appreciate their attention to detail & their ability to bring our out-of-the-box CRM needs to fruition.
Tara Cowling, AEM
We’ve been working with Technology Advisors for over 3 years. With their guidance, we’ve been able to innovate and create business processes that enable us to be more efficient with our time and money.
Dan Johnson, BASYS
We have partnered with Technology Advisors for the past six years and consider them an essential part of our team. From complicated migrations between CRMs to custom development to marketing automation support, they consistently deliver nothing short of the highest standard work product and remain caring and communicative throughout. We couldn't ask for more from TAI!
Tanja LeMotte, Corvus Holdings, LLC

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A Few of Our Technology Customers

TEAM software
exile technologies logo
here technologies logo
trondent logo
harmony healthcare logo