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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.

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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.

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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.

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Implementation

Successful software implementation requires both structure and flexibility. We deliver an agile, streamlined approach to personalizing your CRM software.

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Data Migration

Moving your data to a new system can be daunting. We simplify it with pre-built tools and expert resources.

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Data Integration

Work is easier when everything is connected. Moving data and bridging systems together is what we do. Let's talk.

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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.

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CRM Training

Poor user adoption is the #1 reason CRM implementations fail. Avoid a wasted investment with proper training from Technology Advisors.

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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.

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CRM ROI ebook

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.

Download the eBook

What Customers Say About Us

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 Sibley, 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 Stanko, Recept Pharmacy
We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of SugarCRM is second to none and together we are able to tackle many difficult software integrations to shape Sugar to best fit our needs.
Jean-Paul Lupori, 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 Ryan, 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 Cowling, AEM
We’ve been working with Technology Advisors for over 3 years. With their guidance, we’ve been able to innovate and create business processes that enable us to be more efficient with our time and money.
Dan Johnson, BASYS
We have partnered with Technology Advisors for the past six years and consider them an essential part of our team. From complicated migrations between CRMs to custom development to marketing automation support, they consistently deliver nothing short of the highest standard work product and remain caring and communicative throughout. We couldn't ask for more from TAI!
Tanja LeMotte, Corvus Holdings, LLC
Technology Advisors has been at the heart of our CRM program’s success. If you can articulate your vision for how to leverage CRM to support rapid sales growth, the Technology Advisors team will make it happen quickly and in a manner which your organization can easily embrace. Kudos!
Todd Olson, Amsted Rail
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A Few of Our Customers

panasonic
wabash national
ymca
National Bureau of Property Administration
sandals resorts
basys

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The Latest Blogs, News & Podcasts

Strategies to Help You Make the Most of Your Data

Data is one of your most valuable tools in the modern digital marketplace. No matter what kind of business or service you operate, data utilization can help you make the most of your situation and maximize your success.

Published on December 1, 2021
[INFOGRAPHIC] Pharma Industry Tech Trends for 2022

By 2023, the pharmaceutical industry is projected to increase up to $1.5 trillion dollars. Throughout the past years, there has been huge growth within the Pharma industry that will continue into 2022. Here are eight tech trends to watch going into the new year:

Published on November 29, 2021
Corvus Janitorial Recognized as 2021 SugarCRM Customer of the Year

Technology Advisors Inc. (TAI), a digital transformation firm and CRM consultancy, is delighted to announce its customer, Corvus Janitorial Systems, was named Customer of the Year in SugarCRM’s 2021 Customer Breakthrough Awards.

Published on November 15, 2021

Upcoming Events

Creatio Online User Group: Printable Forms
December 14, 2021
To wrap up 2021, our Creatio aficionados will show you how to configure, export, and otherwise use printable forms in Creatio. Join us for this quick and informative session!

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