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

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.
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
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
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
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.
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
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Latest Posts

  • Danine Pontarelli,
    Danine Pontarelli's picture
    July 11, 2019
    Banking CRM: Use Cases, Challenges, and Benefits
    If you’re working with people, and if you have customers that rely on you for something, you need a CRM system. The banking and financial sector has picked up on this wisdom, and it’s made them one of the top CRM adopters in recent years. In...
  • Sam Biardo,
    Sam Biardo's picture
    June 28, 2019
    Rich Green of SugarCRM
    Rich Green is Chief Product Officer and CTO at SugarCRM. Rich leads SugarCRM’s engineering and product management teams and is responsible for the product vision and global strategy of the award-winning Sugar platform.
  • Danine Pontarelli,
    Danine Pontarelli's picture
    June 27, 2019
    How to Check and Maintain Data Storage Capacity in Sugar
    Did you know the subscription level of your Sugar Cloud instance dictates your data storage capacity? If you didn’t know, you probably haven’t hit your data limit; but you may be closer than you think!

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