Collaboration / Communication

Solution

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.

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collaboration
Video

What Makes Telephony CRM-Friendly?

What features and functions make a telephony system CRM-Friendly? ActivePBX lays it out in this clip.

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Video

ActivePBX & SugarCRM Use Case

ActivePBX combined its powerful telephony with SugarCRM to help one customer create the functionality specific to their processes.

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Video

CRM & 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.

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Video

Cloud 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.

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Video

Questions to Ask Before Telephony Integration

Before you decide on your telephony integration, are you able to answer these questions?

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Video

Maximizing Telephony Integration Benefits

Here are a few tips for maximizing your telephony integration benefits.

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Video

What to Look for in Telephony Integration

What will you need in an integrated telephony system? Here are some quick tips.

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Press Release

Technology 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…

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Video

Quoting with XperiDo

How does XperiDo work inside SugarCRM to help you create and manage quotes? This 5 minute demonstration shows you the highlights.

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Blog

4 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.

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Sales Plan
Blog

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.

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CRM Tools
Blog

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.

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CRM Sky