Tailored Solutions for Your Industry

Different industries, different needs. Explore how we customize Creatio CRM for your business.

Banks

Gain insights with Customer 360 views, automate processes and streamline onboarding, empower targeted segmentation for increased upsell and cross-sell, and achieve outstanding customer service with Creatio CRM. We can help you integrate all of business systems and quickly roll out the tools your teams need to meet their goals.

Credit Unions

Members expect convenient, secure, and responsive banking experiences. Digital solutions make that possible by enhancing personalization, enforcing data security policies, and automating routine tasks.

CPG Manufacturing & Distribution

Efficiency is fundamental in all areas of manufacturing. Production, shipping, inventory, and forecasting all rely on accurate and current data. The right digital tools streamline and organize those operations.

Other Industries

Technology Advisors helps B2B and B2C customers digitally transform their businesses and adapt to changing market conditions. From aviation to logistics, professional services to pharmaceutical companies - and everything in between - we personalize each project to meet the unique needs of each client.

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Why Work With TAI?

More than just a CRM consultant—we’re your industry partner for growth.

Creatio Expertise

We have been a level 5 Creatio partner for over 10 years. We love to share our extensive platform knowledge and have a proven history of implementation success.

Industry Specialization

We have completed more banking implementations than any other Creatio partner and have built a team of business analysts with years of Financial Services & CPG experience.

Data Integration Specialists

We built our own platform, StarfishETL, for easy system connectivity. Our integration experts can easily map and transform data to support your needs.

Flexible Support

We offer flexible implementation and support models and change management expertise to help you be successful for the long-term.

Consistent Customer Satisfaction

Our exceptional customer service builds long-term relationships.

US-Based Resources

U.S.-based experts and limited use of subcontractors means you always get the most secure and personalized service.

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.

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.

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.

Rework Office Furniture Reignites Sales with Help from TAI

When Rework realized they couldn't match their vision with their current consultant, they turned to TAI for help. Our team not only streamlined their sales processes, but we also connected their data to completely optimize the way they do business. Check out their story in this video.

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TAI Helps Consumers Credit Union Boost Member Satisfaction

Consumers Credit Union (CCU) was frustrated by disparate applications and incomplete member information. This led to long call wait times and missed follow ups for its members. TAI helped CCU successfully select, adopt, and integrate Creatio CRM to improve internal operations and streamline its member experience.

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Hershey's Ice Cream Empowers Sales with Help From TAI

Hershey's Ice Cream needed to modernize its operations and get every branch aligned to the same processes. Technology Advisors' team guided them to success with expert implementation and training. Learn more about their project in this testimonial video.

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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

Incredibly impressed by their competency to solve our problem and also think future. TAI was able to show that spending more for a cloud implementation was not necessary and in this instance, rebuilding on the LAN was certainly better than replacing with another product.
Dennis F., National Bureau of Property Administration
They are a complete package. Every member of this team is of high caliber and the whole team is well organized. Their response to feedback is superior to any third-party vendor I have worked with.
Brian M., Keller-Heartt
Technology Advisors immerse themselves into your project. They go beyond to understand your current systems and what you are trying to achieve. They have extensive knowledge and experience, which they bring to each project.
Montelle D., Haynes International, Inc.
Technology Advisors has helped us to transform our data from one CRM to another without any interruption. They have helped us every step of the way to successfully integrate to fit our business needs.
Brianna S., Burrus Seed
I have worked with TAI for over 15 yrs. with my past two organizations and look forward to continuing our relationship for many years to come. Working with TAI has proven to be a one stop shop for my organization from all phases of CRM support and technology review to quality and cost analysis and product review. This has ensured we have had the latest technology at a fair price for our organization with amazing support from TAI.
Linda S., Recept Pharmacy
We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of CRM is second to none and together we are able to tackle many difficult software integrations to shape it to best fit our needs.
Jean-Paul L., Captive Resources, LLC
One of the things that stood out from the start was the transparency and the helpfulness of being able to guide us along the paths that were the best for us. Technology Advisors always did their best to make sure that we are on the same page with all the new ideas and initiatives that we come up with.
Tim R., Hershey's Ice Cream
Throughout the past 4 years, TAI has not only become an extension of our team, but a crucial asset. We truly appreciate their attention to detail & their ability to bring our out-of-the-box CRM needs to fruition.
Tara C., AEM
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A Few of Our Customers

panasonic
wabash national
ymca
National Bureau of Property Administration
sandals resorts
basys
clutch top crm consulting company
cllutch top it services gov
clutch top IT services
clutch top sugarcrm

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The Latest Blogs, News & Podcasts

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Technology Advisors Joins the American Bankers Association: A New Chapter in CRM Excellence

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Revolutionizing Banking with Creatio CRM
June 25, 2025
Join us for lunch at the Capital Grille in Boston to learn how Creatio CRM is helping 6 Massachusetts Banks revolutionize their customer engagement. Hear from Kenny Tingle, 1st VP of Business…

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