Streamlined Creatio Implementation for Exceptional Results

Creatio implementation doesn’t have to be a painful process. Basic implementation is a great fit for businesses that need simple onboarding with professional results. Although some consultants may try to scrape by with the bare minimum, Technology Advisors believes that every implementation, whether simple or complex, should be held to higher standards. That’s why we include strategic consulting, training, and other crucial features in our basic implementation options.

What do I Get with TAI Basic Implementation?

Business Strategy & Tech Consulting

Training for all my Teams

Professional Setup for Key Automations

Custom Data Migration

Compare Your Onboarding Options

Review the chart below to better understand the differences between our Basic Creatio implementation and what is offered through our other options. Please contact our team for a personalized assessment and pricing estimate.

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

✔

✔

✔

1Hubspot services are provided by Technology Advisors.

2Hubspot provides consulting but does not perform the work.

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
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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.

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Upcoming Events

Upcoming Event

Revolutionizing Banking with Creatio CRM

Event on June 25, 2025

Join us for lunch at the Capital Grille in Boston to learn how Creatio CRM is helping 6 Massachusetts Banks revolutionize their customer engagement. Hear from Kenny Tingle, 1st VP of Business Intelligence at Cooperative Bank of Cape Cod, on why they selected Creatio to transform their customer experience. Technology Advisors, Massachusetts Bankers Association members, will talk about the ease of implementation and Creatio will demonstrate the power of their platform. Seating is limited.

Register Now

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