Onboarding Services to Maximize Your ROI

When you make an investment in a solution, you want to see a return on that investment. Creatio is a wonderful tool to guide your growing business, but coupled with a thoughtful, strategic implementation, it’s even better. Combine Creatio with supporting business software to enhance analytics even further and build data transparency between your teams. Technology Advisors’ Advanced implementation process enables your custom fields, kickstarts your integrations, and sets up all your core functions to ensure your success with Creatio and maximize your ROI sooner.

What do I Get with TAI Advanced Implementation?

Business Strategy & Tech Consulting

Training for all my Teams

Professional Setup for Key Automations

Custom Data Migration

Custom Objects

Integration Options

Compare Your Implementation Options

We’ve crafted a specialized approach for marketing, sales, and support to successfully onboard onto Creatio at any level. Review the chart below to learn how our onboarding options differ.

Feature

TAI Basic

TAI Advanced

TAI Enterprise

Requirements/Planning

CRM Blueprint

✔

✔

Requirements Documentation

✔

✔

Customer Journey Mapping

✔

Design Workshop

✔

Use Case Diagram

✔

Formal Use Cases

✔

Phased Approach

✔

CRM Strategic Plan

✔

Sales

360 Customer View

✔

✔

✔

Collaboration Tools

✔

✔

✔

Business Process Management (Workflow)

✔

✔

✔

Lead Management

✔

✔

✔

Opportunity Management

✔

✔

✔

Quoting

✔

✔

✔

Orders and Invoices

✔

✔

✔

Field Sales Management

✔

✔

Sales Forecasting

✔

✔

Contract Management

✔

✔

Product Management

✔

✔

✔

Document Flow Automation

✔

✔

Project Management

✔

✔

Mobile Sales

✔

✔

✔

Knowledge Management

✔

✔

Reporting

 Limited

✔

✔

Integration

 Limited

✔

Marketing

360 Customer View

✔

✔

✔

Segmentation

✔

✔

✔

Website Behavior

✔

✔

✔

Lead Management

✔

✔

✔

Trigger Campaigns

✔

✔

Personalized Email Marketing

✔

✔

Event Management

✔

✔

Reporting

 Limited

✔

✔

Social

✔

✔

✔

What Customers Say About Us

Incredibly impressed by their competency to solve our problem and also think future. TAI was able to show that spending more for a cloud implementation was not necessary and in this instance, rebuilding on the LAN was certainly better than replacing with another product.
Dennis F., National Bureau of Property Administration
They are a complete package. Every member of this team is of high caliber and the whole team is well organized. Their response to feedback is superior to any third-party vendor I have worked with.
Brian M., Keller-Heartt
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 D., 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 S., 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 S., 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 L., 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 R., 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 C., AEM
1
2
3
4
5
6
7
8

Start Your Creatio Implementation Journey

Not sure which implementation path is right for you? Connect with our experts to explore your options and build a roadmap tailored to your business goals.

CAPTCHA

More Related Content

Creatio

Technology Advisors at No-Code Days Florida: A Platinum Sponsorship and Exciting Sessions

April 18, 2025

Get ready for an inspiring week in Orlando! Technology Advisors is heading to No-Code Days Florida as a platinum sponsor, where innovation meets opportunity. With our CEO and COO taking the stage and exciting sessions planned, this is your chance to connect, learn, and lead the future of no-code and AI-driven transformation.

Continue reading
Attendees networking and engaging in sessions at a modern technology conference, representing No-Code Days Florida 2025
How To
,
Creatio

How to Standardize Phone Number Formats in Creatio Freedom UI with a Low Code Process

November 7, 2024

To simplify working with phone numbers, we want to keep a very simple number-only format. We can do this with a low code processes in Creatio FreedomUI.

Continue reading
Creatio phone number formatting
Creatio
,
How To

Setting Up Custom Date Formats on a Printable Report in Creatio

October 25, 2024

In addition to dashboards and charts, Creatio also has options for creating and printing out documents or reports. This blog explains how to customize the date formats for these reports.

Continue reading
Creatio printables
Creatio
,
How To

Reformatting Integrated Values in Creatio for Better Reporting

October 25, 2024

When designing data structures for CRM, we work hard to create data formats that are usable and flexible enough for the needs of all users. However, when a CRM is integrated, there can be data formatting conflicts.

Continue reading
reformatting CSV in Creatio
Creatio
,
How To

Using Creatio Freedom UI to Create a Global Filter for Lists

August 14, 2024

The Creatio Freedom UI makes it easy to display lists of associated data using a List element that can be configured to show any data that is linkable to the record being viewed. It may make sense to have a built-in filter that always pulls data past a certain cutoff date. We don’t want to show all the activities, only those that were in the current financial year.

Continue reading
Creatio Global Filter for Lists