Project Management
Ensure project delivery and budget are always met with dedicated project management from TAI. We use best-in-class tools, processes, and strategies to avoid slowdowns and keep you moving forward.
Planning
Planning aligns your goals with a process. We help you adopt a comprehensive strategy that includes project scope, customer experience design, documented business processes and customer journeys, and a release plan.
CRM Selection
There are thousands of software solutions on the market. We help you choose the best fitting CRM based on the needs you have today and your vision for tomorrow.
Implementation
Successful software implementation requires both structure and flexibility. We deliver an agile, streamlined approach to personalizing your CRM software.
Data Migration
Moving your data to a new system can be daunting. We simplify it with pre-built tools and expert resources.
Data Integration
Work is easier when everything is connected. Moving data and bridging systems together is what we do. Let's talk.
User Adoption
People are naturally resistant to change. Overcome the obstacles and maximize the value of your CRM investment through consistent usage in your organization.
CRM Training
Poor user adoption is the #1 reason CRM implementations fail. Avoid a wasted investment with proper training from Technology Advisors.
Support
Don't go on your software journey alone. TAI's support staff are certified on your software, and they're here to ensure your success.
What is Your CRM Really Costing You?
What if you could accurately predict your ROI on specific features of a CRM? If you had answers to questions like, “Well how might better omni-channel communications or sales chat affect my win rate?”, you could gain a more concrete understanding of not just what your CRM will cost you, but what it will be worth to you. This eBook breaks down CRM ROI considerations, calculations, and solutions.
What Customers Say About Us
A Few of Our Customers
Request a Free Consultation
We're here to help you succeed. Reach out to schedule a FREE consultation.
The Latest Blogs, News & Podcasts
Technology Advisors Partners with Illinois Bankers Association
Technology Advisors, Inc. (TAI), a digital transformation and CRM consultancy, is pleased to announce its membership in the Illinois Bankers Association (IBA).
Trigger a Mobile Push Notification Using Creatio
Ever need to urgently alert users when a trigger condition is met? Creatio has a base ‘Send Push Notification’ process that you can leverage.
Creating CRM Dashboards Your Team Will Actually Use
Effective CRM dashboards should give full visibility of the sales pipeline, deliver accurate revenue forecasts, and provide a snapshot of individual sales performance. So why are so many sales managers still frustrated?
Upcoming Events
Creatio 101: Using the Mobile App Effectively
October 19, 2021
Mobile apps let us take our information with us wherever we go. Especially now, with remote work becoming the norm across industries, this accessibility is even more important. Teams need easy access…What's New in Sugar's Latest Release?
November 18, 2021
In Q4, Sugar released some cool new features. What are they? What can they do? Here are some of the features we'll highlight in this discussion:- New timeline views
- New…