Strategic Planning

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Strategic Planning

Effective planning is the foundation for a successful project. Technology Advisors follows an agile planning methodology for the most comprehensive approach to software selection.

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CRM planning
Blog

Building Blocks for Success: Selecting the Right Team for Your Software Implementation

A successful software implementation relies on the combined knowledge of your software consultant and your internal team. That's why it's so important to choose the right group of people to be part of your project. What skills and experience should these individuals have? How should you…

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software implementation team
Blog

How Much Should I Budget for a CRM?

If you’ve never purchased a CRM before, or if you’ve been hobbling along with an extremely outdated system, you may be wondering: How much should I budget for a CRM? Well, there are a couple of factors to consider. In this post, we’ll break down what to think about as you plan your CRM budget.

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CRM budget
Podcast

CRM & ERP Selection

In this episode, we’re joined by Daryn Reif of CRM Switch, who specializes in vendor independent CRM planning and selection. We are also joined by Craig Andrew Smith of Liberty Technology Advisors, whose company provides vendor independent ERP selection services. We discuss the respective…

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