We listen. We personalize. We stay with you.

We've spent more than 32 years helping businesses select, configure, customize, and adopt CRM. 


 

CRM Planning

They say the best thing about not planning is that failure comes as a complete surprise. At TAI, we want to avoid those kinds of surprises. We facilitate successful implementations through strategic planning. Start Planning

 

CRM Implementation

Technology Advisors has mastered the art of software implementation to get your team up-and-running faster. No more frustration. No more stalled software adoption. No more confusion. More on Implementation

 

Project Management

Project management lowers your risks by safeguarding your software transition with actionable strategies to assess progress, plan training, and anticipate obstacles. More on Project Management

 

CRM Training

Poor user adoption is one of the primary reasons CRM implementations fail. Our trainers have deep knowledge of CRM functionality and can train your staff remotely, on-site, or in-person at our Chicago area training facility. More on Training

 

Support

If an issue arises, don’t panic. Technology Advisors has a software Help Desk that can be reached via email, customer portal, or phone. We’ll help you work through your issue and direct you to the resources you need to resolve it. More on Support

 

Staffing

Working on a large CRM project? Need a dedicated, skilled professional to help? TAI can provide the resource you’re looking for. We’ll assign a specialist to work full-time on your CRM project for however long you need. Request Staffing

Working with Technology Advisors helped us get out CRM design project back on track when it was going off the rails. Their expert staff are an incredible resource as we strive to continually improve and streamline our CRM operations
Robin Pollak, Journeys International
We’ve been with TAI from the very start. Their guidance and expertise has been instrumental in our success with SugarCRM.
Tom Brentlinger, Sales & Marketing, C&M Conveyor, Inc.
The two best things about dealing with Technology Advisors are getting expert answers immediately, and finding creative technical solutions to problems that get in the way of growing a company.
Phil Troy, Founder & CEO, ComplyNet Corp.
They are professional; they accommodated our inexperience. While [my colleague] and I were dedicated and project managed, we were novices. TAI was patient and provided us some time to climb the learning curve.
Lance Heap, Vice President, Exile Technologies
It’s one thing to implement the tool, but the ongoing support that I received from TAI was instrumental. The level of support, the responsiveness, has made me look back and think that I’ve made the right decision with this tool. It’s been the same way for my team — that support has led to the success of this implementation.
Linda Stanko, National Director, Marketing & Inside Sales, ReCept Pharmacy
I would absolutely work with TAI again. Their patience and guidance allowed us to successfully deploy, even during our busy season.
Peter Nelson, VP of Sales & Marketing, LabSource
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Latest Posts

  • Danine Pontarelli,
    Danine Pontarelli's picture
    November 20, 2019
    The Importance of CRM Response Time Analysis
    When deploying a new CRM, we must consider how the system performance between the client and servers will factor into the CRM performance for users. Response time plays a key role in the users' ability to adopt the system. Before the CRM goes...
  • Lauren Wiseman,
    Lauren Wiseman's picture
    November 18, 2019
    5 Extraneous Business Expenses and How to Eliminate Them
    That said, sometimes the problem isn’t that you’re not investing your money in a smart way, it’s that your business is losing money on extraneous expenses. These financial leaks can put a big dent in your budget over the course of a year, and might...
  • Danine Pontarelli,
    Danine Pontarelli's picture
    November 5, 2019
    Leveraging Machine Learning Using CRM Data
    It comes as no surprise that CRM systems are fantastic platforms for organizing and storing customer information. But these days, they need to be so much more. Machine learning and AI applications are the new must-have CRM features.

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