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
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