Creatio Implementation for a Robust Enterprise

Enterprise organizations have a lot of moving parts to manage. Teams work not only across departments, but across branches, subsidiaries, and partnerships, too. These intermingled relationships build a strong case for streamlined data access and accurate analytics. Technology Advisors has helped hundreds of enterprise organizations energize and organize their CRM implementations. We handle every major component of your project, from building custom fields, to migrating data, integrating systems, and strategically organizing Creatio to best suit your growing ambitions. Technology Advisors delivers complete Creatio implementations so bustling enterprises like yours won’t miss a step.

What do I Get with TAI Enterprise Implementation?

Business Strategy & Tech Consulting

Training for all my Teams

Professional Setup for Key Automations

Custom Data Migration

Custom Coding

Integration Options

Personalized Development

Industry-Specific Best Practices

Compare Your Implementation Options

Enterprise implementation with TAI is our most comprehensive onboarding package. Use the chart below to compare the features you receive in this package versus our other Creatio implementation approaches.

Feature

TAI Basic

TAI Advanced

TAI Elite

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

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
1
2
3
4
5
6
7
8

More Related Content

Creatio
,
Banking

Increasing Customer Satisfaction to Boost Wallet Share

August 24, 2023

In this clip from our webinar on How to Supercharge Wallet Share with No Code Technology, we highlight the importance of issue resolution for banks and credit unions, and how to use No-Code platform, Creatio, to facilitate it.

Watch Video
Creatio
,
Banking

Effective Customer Onboarding & Personalized Offers to Increase Wallet Share

August 24, 2023

In this segment from our webinar on supercharging Wallet Share, we highlight how banks and credit unions can utilize no-code to create effective customer onboarding and personalized offers that boost wallet share.

Watch Video
Creatio
,
Banking

How to Supercharge Wallet Share with No-Code Technology

August 24, 2023

Check out this video to learn how banks and credit unions are applying No-Code technology to build on existing customer relationships and boost wallet share. Our expert uses real-user stories and live demos to showcase how these automations are put into action.

Watch Video
Creatio
,
How To

How to Modify the Account Address Page in Creatio to Handle Multiple Map Locations

June 28, 2023

In my previous blog, I described how to set up a service in Creatio to retrieve a set of locations from a specified radius around a given location. Once this data service has been set up, the next step is to integrate its data onto the AccountAddressPageV2 so Creatio can handle multiple map locations.

Continue reading
Creatio multiple map locations
Creatio
,
How To

Building a Creatio Web Service That Retrieves a List of Account Addresses in a Specified Radius

June 26, 2023

Instead of building a lot of UI logic to get a list of accounts near a specific location, it’s easier to build a Creatio Web service that does the work of finding those locations and displaying them on the UI page. For the purposes of this article, we’re going to build a Creatio Web service to display a vendor's locations close to a given address within a specified radius.

Continue reading
Creatio web service for location