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

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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August 30, 2022

If you’re launching a new Creatio instance, you will most likely need to set up or load a fairly large list of users. Since most of the basic data of a user is usually available in some sort of spreadsheet, it makes sense to export the list from one of your existing systems and then bulk import…

Creatio Basic Implementation