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 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.
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.
Successful software implementation requires both structure and flexibility. We deliver an agile, streamlined approach to personalizing your CRM software.
Moving your data to a new system can be daunting. We simplify it with pre-built tools and expert resources.
Work is easier when everything is connected. Moving data and bridging systems together is what we do. Let's talk.
People are naturally resistant to change. Overcome the obstacles and maximize the value of your CRM investment through consistent usage in your organization.
Poor user adoption is the #1 reason CRM implementations fail. Avoid a wasted investment with proper training from Technology Advisors.
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
Request a Free Consultation
We're here to help you succeed. Reach out to schedule a FREE consultation.
When building complex validations in Creatio, it can sometimes be better to optimize the validation rules using code. As an example, we recently needed a validation that would check for certain data conditions in a related object when an Activity was saved. Specifically, we needed the Activity…
The CRE workforce is one of the oldest in the nation, with at least 37% of its personnel comprised of those aged 55 and older. These elder workers are slow to adopt new technologies, and in turn the commercial real estate industry has traditionally been a laggard with modern tools. Younger…
In order to get your products in front of the right audience, you must optimize your pages for search engines. Follow these tips and strategies to improve your website ranking on the search engines with relevant keywords.