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

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

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

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.

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.

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Latest Posts

Danine Pontarelli,
March 19, 2019

Software & Soft Skills: Great Customer Experiences Need Both
As Bob Dylan would say, “The times they are a changin’.” In the business world, those changes have meant an explosion in Cloud software adoption, integrated systems, automation, AI, and predictive intelligence.
Danine Pontarelli,
February 20, 2019

How Hospitality is Using CRM, and How They Could Use It Better
This past Spring, I traveled to San Diego and had a surprising hotel experience.
Justin Kuehlthau,
February 13, 2019

How to: Use Office 365 SMTP to Send Emails as a SugarCRM User
Our Microsoft Office Exchange server is hosted by Microsoft on their Office 365 Cloud and our SugarCRM instance is setup to send emails from notifications@techadv.com. If we want to allow our Sugar users to send emails from within Sugar...

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