How to Choose the Perfect CRM Software in 3 Steps

The perfect CRM for you is out there, somewhere. The key to finding it depends on your team’s ability to laser focus on your goals and translate them into capabilities and features. For the average person, this can feel overwhelming, but you have a decided advantage: the insight of seasoned experts (that’s us!). So, strap in, because we’re about to break down how to choose the perfect CRM software!

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AI and Machine Learning

Tech, AI, and Ethics: Shaping a More Efficient and Responsible Business Future

September 18, 2023

When leveraged effectively, AI can save time, pad profit margins, and reduce the risk of human error. AI can also help your business take advantage of unwieldy data sets, which can improve the veracity of your business decision-making. But, with great power comes great responsibility — particularly…

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AI ethics
Marketing, Tips and Tricks

Demystifying Lead Scoring

August 24, 2023

In this blog, we’ll demystify lead scoring by looking at common lead scoring models, when to use them, and the best practices for applying them.

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demystifying lead scoring

7 Expert Tips for a Seamless CRM Implementation

August 21, 2023

With more than 33 years of CRM implementation experience under our belts, Technology Advisors is an authority at ensuring CRM success. Here are our expert tips for a seamless CRM implementation.

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seamless CRM implementation header
Best Practices, Pharma

Digital Best Practices to Incorporate to Improve Patient Retention

July 31, 2023

While it’s important to attract new patients to your practice, retaining them might be even more essential. Patients who trust your facility, your staff, and your message are more likely to become brand ambassadors for you. They’ll also end up costing you less money when it comes to your marketing…

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healthcare digital best practices

How Businesses are Capitalizing on the Metaverse (And How You Can Too)

While the buzz may be warranted, it’s important to realize the capabilities of the metaverse are still a work in progress. Businesses looking to capitalize on the metaverse have plenty of opportunities available to them, but success in this space requires cautious optimism and a strategic plan.

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Training, Best Practices, CRM

Schedule the Right CRM Training for the Right Audience

July 18, 2023

When you’re planning CRM training, it’s essential to consider who your audience is. You’ll probably be training various types of users, and each user type will have unique training requirements. By adapting your training plans to your audiences, you can deliver focused options that keep users…

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crm training for different audiences
CRM, Tips and Tricks

7 Tips for Successful CRM Implementation

July 11, 2023

Whether it’s your first time implementing CRM, or you’re switching to a new solution, a thoughtful plan will ensure your success. We’ve been guiding customers on CRM implementation for a long time, and these are the seven tips we always recommend.

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CRM implementation success
Real Estate, AI and Machine Learning

Data-Driven Decision Making: Leveraging AI and Tech to Make Informed Real Estate Choices

July 5, 2023

In recent years, technological developments have emerged that can make a difference in this area. Artificial intelligence (AI) alongside other tools offers a data-driven approach to providing insights to investors in key areas of real estate. It’s worth taking a moment to explore how these tools…

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AI real estate
Creatio, How To

How to Modify the Account Address Page in Creatio to Handle Multiple Map Locations

June 28, 2023

In my previous blog, I described how to set up a service in Creatio to retrieve a set of locations from a specified radius around a given location. Once this data service has been set up, the next step is to integrate its data onto the AccountAddressPageV2 so Creatio can handle multiple map…

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Creatio multiple map locations
Creatio, How To

Building a Creatio Web Service That Retrieves a List of Account Addresses in a Specified Radius

June 26, 2023

Instead of building a lot of UI logic to get a list of accounts near a specific location, it’s easier to build a Creatio Web service that does the work of finding those locations and displaying them on the UI page. For the purposes of this article, we’re going to build a Creatio Web service to…

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Creatio web service for location
CRM Improvement

Support vs Enhancements: Maintaining vs Innovating Your CRM

June 20, 2023

The right CRM solution fits your growing business, but there are always opportunities to align it even closer with your goals and customer needs. That's why you may face a dilemma: should you focus on CRM support or CRM enhancements? Both contribute to continuous CRM improvement, so, how can…

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continuous CRM improvement
AI and Machine Learning

AI Equity: Challenges and Opportunities for Black America

June 15, 2023

AI can inadvertently magnify the biases of its creators. Numerous studies have uncovered algorithms that perpetuate racial biases in facial recognition and even in job applicant screenings. This article focuses on AI equity challenges for Black America in education, healthcare, and economics, and…

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Black America AI
Best Practices

Essential CRM Maintenance Tips for Optimal Performance

June 13, 2023

Did you know your CRM requires ongoing maintenance for optimal performance and functionality? In this article, we'll explore the key aspects of CRM maintenance, including data management, system updates, customization, security, user training, integration with other systems, and performance…

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CRM maintenance
Predictive Analytics

How Different Industries Harness Predictive Analytics

June 5, 2023

Fortune tellers use crystal balls, ghost hunters use EVPS, and psychics use their intuition. The rest of us rely on predictive analytics to foretell outcomes. Companies across industries look to historical data to find patterns and anomalies that inform smarter business decisions. The applications…

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predictive analytics
CRM Improvement

7 Crucial Areas of CRM Maintenance You Can't Afford to Ignore

June 1, 2023

Are you getting the most out of your CRM investment? While implementing a CRM system is a great first step, ongoing maintenance is crucial to ensure it remains efficient and effective. In this blog post, we'll share with you seven essential areas of CRM maintenance to help you keep your system…

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CRM maintenance

10 Questions you Must Ask When Selecting a CRM

If you know the right questions to ask your CRM vendors, you’ll not only be able to make a well informed decision, but you will also increase your likelihood of long-term success with the CRM. Here are the crucial questions I recommend asking your CRM vendors:

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Marketing Imposter Syndrome: Addressing the Confidence Crisis Among CMOs

Marketers are struggling with imposter syndrome through no fault of their own. It’s not because they are incapable; they are simply feeling left out of the conversation. For sales and marketing to understand one another and share a vision, data must be co-owned and metrics must be communicated and discussed often.

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AI and Machine Learning

The Rise of AI and Its Effects on Future Careers

May 23, 2023

As a business owner, you have a lot at stake as artificial intelligence (AI) advances. Your employees and industry at large are most likely abuzz with talk about AI and how it will change things in your workplace. AI will inevitably shift how your business is operated, but the scope and scale of…

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CRM Customization

CRM Configuration vs Customization: Pros & Cons

May 16, 2023

Looking to improve your CRM system but not sure whether to go for configuration or customization? Read on to discover the pros and cons of each approach and learn how to choose the best option for your business.

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custom crm vs. packaged crm

What’s a Reverse CRM Demo?

Traditional CRM demos are personalized and thorough, which makes them a reliable option for most consultants. But, when a client is looking to replace their existing CRM, a reverse demo can be a surprisingly effective alternative.

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Business Strategy, Technology

Technology's Role in Starting a Successful Small Business

May 4, 2023

Tech is everpresent almost everywhere you look. Businesses of all sizes would be hard-pressed to survive today without the help of technology. Not only do you have to utilize tech, but you have to keep up with tech advancements to stay in stride with competitors. When just starting out, you should…

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technology's role in starting a successful business
Project Management, Infor CRM SLX, Field Service Management

From Chaos to Control: Capitalizing on Project & Service Management Software

May 2, 2023

As recently as three years ago, many of our clients were still using Excel spreadsheets to handle internal processes. So, it got me to thinking: have most of us finally been forced to evolve past the spreadsheet, or are there still diehard spreadsheet users out there? I got my answer by talking to…

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project and service management
Creatio, How To

How to Change the Default Map Icon in Creatio

April 28, 2023

When working with Accounts in Creatio, the account address screen features the address fields and the ability to plot a map of the current location. In some situations, it might be necessary to change the default map icon that comes standard with Creatio. Here’s how to change the default icon in a…

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changing the map icon in Creatio
Creatio, How To

The 411 on Creatio's User Management and Permissions

April 25, 2023

Creatio's user management and security permissions are used to configure exactly what each user can see within their system. Let's take a closer look at the levels of user management and permissions we can utilize in Creatio.

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Creatio user management and permissions