Implementation of CRM, CRM Consulting

Success Requires More than Technology

With more than 20 years of experience helping our clients achieve business results with CRM, Technology Advisors offers a wealth of expertise from strategy development to post implementation support. We provide solutions in the Sales and Marketing space helping you analyze your needs, develop a strategy, select a solution, manage implementation, migrate your existing CRM, integrate and gain adoption.

We offer a complete range of services to ensure the success of your CRM initiatives:

CRM Selection

We analyze your business requirements, help prioritize them and match your needs against industry solutions. We will coordinate demonstrations and assist you in the selection of a solution.

CRM Project Management

After you've made your selection, we will help you coordinate resources and guide you through the decision making process of implementing.

CRM Configuration and Customization

Every business is different. We know that. We have the tools to create business precise modifications. No matter the complexity, we have the knowledge and experience to make your CRM solution fit your business.

CRM Migration

Using tools such as Starfish ETL, Scribe and Inaport, you can easily, and cost-effectively move your data. We have a number of data maps available and are continuously building more.

CRM User Adoption

The value of a system no one uses is zero. You spend thousands of dollars on a system and in order to gain the proper Return on Investment you need people to use the system.

CRM Integration

Technology Advisors has built integrations for hundreds of companies using tools such as Starfish ETL, Scribe, Inaport, Talend and Dataflux allowing you to choose best of breed solutions and preventing data entry into multiple systems. These tools allow you to integrate between systems whether they are hosted, on-premise or in the cloud. This enables you to place your business solutions where it makes sense for you.

CRM Rescue and Re-deployment

Often times if a CRM project fails, it is not the product that is at fault, but the way the project was implemented. We will help you analyze the investment you've made in your CRM implementation to make it successful.

CRM Support

Our support programs ensure that expert assistance is only a phone call away. With five different programs to choose from, you can choose a program that fits your budget as well as your needs.