Strategic Planning


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

How Much Should I Budget for a CRM?

August 23, 2022

If you’ve never purchased a CRM before, or if you’ve been hobbling along with an extremely outdated system, you may be wondering: How much should I budget for a CRM?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

CRM & ERP Selection

November 20, 2017

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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