Benefits of Training with Technology Advisors

Self-Sufficiency

Better Adoption

Greater ROI

Reduced Expenses

Better Planning

Maximizes Software Value

Don't Become a Statistic

Did you know the #1 reason CRM projects fail is because of poor user adoption? User adoption is the rate at which your teams engage with the system. Without proper training, that rate can plummet, and your CRM implementation will fail. Don't let your CRM implementation become a bad statistic! Break the cycle with the expertise and guidance of TAI's training staff.

We'll schedule training to accommodate your needs. Whether it's online, at our training center, or in your offices, we'll break down the functions of the system into easy-to-digest, bite-sized pieces that everyone can handle. Even the most non-technical user can thrive with a CRM when given the right tools.

CRM Training for Every Need

Whether you're a developer, administrator, marketer, sales manager, or customer service rep, we offer CRM training to fit the experience you need. Our certified training experts teach critical skills to empower your CRM use and help you be more productive, proactive, and CRM-savvy.

Developer Training

End User Training

Administrator Training

Sales Training

Marketing Training

Services Training

Creatio Training

Creatio training gives your teams the skills to build and personalize their experience in the solution. Technology Advisors' certified training experts are training developers, sales, marketing, services, and administrator professionals on all the crucial Creatio roles. Click the link below to learn more about our training offerings and request your next training session.

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HubSpot Training

HubSpot is a software solution with many faces. It is a CRM. It is a marketing solution. It is a customer service hub. Understanding what HubSpot offers and how to use its features for your business is crucial. Let our certified HubSpot experts guide your training to teach you and your team how to use HubSpot more effectively. Click the link below to learn more about our HubSpot training options.

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Infor CRM SLX Training

Infor CRM SLX (formerly Saleslogix) training is accessible anywhere with online courses from Technology Advisors. Whether you're a developer, administrator, sales rep, or marketing director, our certified Infor experts are ready to guide your learning experience and arm you with the skills you need to make the most of your Infor instance. Click the link below to learn more about our Infor training opportunities.

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SugarCRM Training

Train your end users, admins, marketing professionals, sales teams, and customer service reps to use SugarCRM with the help of Technology Advisors. Our certified experts are training online, in our training center, and live at your offices. Click the link below to learn more about what we offer and request your custom training.

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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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Frequently Asked Questions

Creatio, HubSpot, SugarCRM, and Infor CRM.

We schedule training with your team based on availability.

Our suggested class size is less than 15 for classes at our training center, but we have done as much as 20 with an assistant. For online courses, we also recommend no more than 15 if there is one trainer. Please contact our team to discuss how we can address your particular training needs.

Of course! We'll record every training session so you'll have it for reference later.

Train With Us

Need more information on our training courses? Let us know how we can help.

CRM Training

CRM Training

Benefits of Training with Technology Advisors

Don't Become a Statistic

CRM Training for Every Need

Developer Training

End User Training

Administrator Training

Sales Training

Marketing Training

Services Training

Creatio Training

HubSpot Training

Infor CRM SLX Training

SugarCRM Training

What Customers Say About Us

Frequently Asked Questions

For which solutions do you train?

How does online training work?

How many users should be in a single class?

Can training be recorded for later use?

Train With Us

HubSpot Starting Blocks: Workflow Tour

HubSpot Starting Blocks: Quotes Tour

HubSpot Starting Blocks: Lead Scoring

HubSpot Starting Blocks: Creating Deal Stages

HubSpot Starting Blocks: Creating Pipelines