Tech Advisors Blog

You just spent hundreds of dollars and countless hours implementing your new CRM. Now what? According to a Merkel Group study, up to 63% of CRM initiatives fail. It’s time to take preventative measures to ensure the viability of your CRM and maximize your newfound data potential. Here are three... Continue Reading

We humans are used to managing things. We manage our time, our money, our deadlines, our family obligations – it’s exhausting! So, when we get the opportunity to simplify some of those management responsibilities, it’s worth a second look. TAI partners with tools that make the management of CRM... Continue Reading

It’s here! The release of SugarCRM Hint has been long anticipated, and to be frank, its hype is well deserved. Hint is a revolutionary tool that brings intelligence into relationship management, leading to more efficient teams across the board. Let’s take a closer look at the new features of... Continue Reading

I recently wrote a guest post for our friends at Tenfold. In it, I describe 5 things you need to know before implementing CRM. In the frenzy of your CRM search, it's easy to overlook these key elements. A few highlights from my post are below... Continue Reading

Businesses that want to survive in the ever-growing competitive markets where technological solutions are changing faster than ever — faster than many businesses can keep up with — need to be on the forefront of adopting new technologies. By the time a new software solution has been implemented... Continue Reading

 If your team has never used a CRM system before, there will be an adjustment period, but here are 6 CRM best practices for small businesses that will keep you moving in the right direction.

What is drip marketing? Well, you asked the right person. As the Marketing Manager here at TAI, I have some direct connection with this topic. Here’s how I describe drip marketing: Drip marketing is like a casual dinner party – your guests arrive at different times and from various places, but... Continue Reading

I recently helped a client who was looking for a solution that would enable him to find specific attachments quickly based on their intended use. For example, an Account might have several attachments associated with it, but the user may want to know which of those various attachments is being... Continue Reading

Transparency is more than just a business buzz word. It’s a catalyst for communication and accountability throughout an organization. Transparency is the key to 360 degree views of what’s happening, collaboration between all departments, and a real understanding of what’s going on throughout the... Continue Reading