Building a Better CRM
Every CRM comes with implied processes which represent the vendor's idea of best practices. If the vendor's idea for how to run your business isn’t a good fit, TAI can customize your CRM to work the way you do.
Technology Advisors helps you create the CRM experience you want by automating your processes, reducing double entry, and helping you determine what's important for your business today. We work to understand what you feel is missing and lay out a plan to fill in those gaps. Using our set of planning workshops, we help you determine the ideal way to optimize your solution. This includes customer software, configured applications, mobile solutions, and integrations.