Collaboration / Communication
Communication & Collaboration
Today's teams must work across channels to reach customers beyond phone calls and emails with texts, chat, LinkedIn, Facebook messaging, Twitter, and more. This requires a 360 degree view. Technology Advisors helps you promote more open and collaborative communication with applications that support streamlined workflows to improve scheduling, organize structures, and centralize document storage.
Learn more about
What Makes Telephony CRM-Friendly?
What features and functions make a telephony system CRM-Friendly? ActivePBX lays it out in this clip.
Continue readingActivePBX & SugarCRM Use Case
ActivePBX combined its powerful telephony with SugarCRM to help one customer create the functionality specific to their processes.
Continue readingCRM & Cloud Telephony Integration: Explained [FULL RECORDING]
In this webinar, TAI and telephony experts from Corporate Technologies Group get into the basics on CRM and telephony integration.
Continue readingCloud Telephony Features and Benefits
What are some of the features and benefits of telephony systems with CRMs? In this clip, we discuss some of the major benefits.
Continue readingQuestions to Ask Before Telephony Integration
Before you decide on your telephony integration, are you able to answer these questions?
Continue readingMaximizing Telephony Integration Benefits
Here are a few tips for maximizing your telephony integration benefits.
Continue readingWhat to Look for in Telephony Integration
What will you need in an integrated telephony system? Here are some quick tips.
Continue readingTechnology Advisors Partners with ActivePBX Telephony Solution
Technology Advisors, Inc. has partnered with global Cloud-based business phone system provider ActivePBX to deliver Cloud telephony integration to Customer Relationship Management (CRM) users. Integrating a CRM with telephony helps personalize the sales experience by looking up a customer’s…
Continue readingQuoting with XperiDo
How does XperiDo work inside SugarCRM to help you create and manage quotes? This 5 minute demonstration shows you the highlights.
Continue reading4 CRM Tips for Faster Sales Onboarding
When you hire a new sales person, you’d like to onboard him as quickly as possible. A learning curve is inevitable, but there are CRM tricks you can use to speed up the time around the curve and get him engaging and selling faster. Try these four CRM tips for faster sales onboarding.
Continue reading
5 Tools That Make CRM Data Management Effortless
We manage our time, our money, our deadlines, our family obligations – it’s exhausting! Here is the chance to simplify your management responsibilities.
Continue reading
5 Things You Need to Know Before Implementing CRM
I recently wrote a guest blog for our friends at Tenfold. In it, I describe 5 things you need to know before implementing CRM.
Continue reading