Streamlined Creatio Migration

The benefits of Creatio are at your fingertips, but you must import your data to start capitalizing on them. That’s where Technology Advisors, Inc. (TAI) comes in. TAI is a strategic migrator who can prepare your records, import your custom fields, and move the appropriate data into your Creatio instance. Whether you’re migrating from a database or an outdated CRM, the project remains organized, tailored to your business, aligned to best-practice security standards, and efficient.

Benefits of Migrating to Creatio

Clean, organized data provides more accurate analytics to draw on

Creatio’s powerful low code capabilities keep you ahead of the competition

Creatio’s adaptability offers more integration possibilities down the road

TAI’s experience with Creatio solutions helps you avoid obstacles

Structured, scalable migration with TAI maximizes Creatio’s benefits

Low code workflows in Creatio help you work smarter, not harder

Why Migrate to Creatio with TAI?

TAI has been migrating CRM data for nearly 20 years. We’re also a Level 5 Creatio partner, which is the highest tier achievable within their partner network. Our pre-configured maps will help your migration project run smoothly without sacrificing your unique customizations, and our proprietary migration solution makes accessing data easy no matter where it exists. We use a strategic, best-practice approach to ensure only quality data is populating your new system. As an expert migrator and trusted Creatio partner, Technology Advisors delivers the ultimate Creatio migration experience.

What Customers Say About Us

Before Creatio, measuring and tracking KPIs and metrics was cumbersome due to the multitude of different systems. However, Creatio now enables us to analyze data effortlessly through dashboards, making it simple and greatly appreciated by managers for its ease of access to the necessary information.

Sam Mariani CRM Administrator at Cornerstone Bank

Having all this information in one place, where we can easily access individual responses, heat maps, and various types of data, is a valuable addition to our core need, which was CRM. Creatio offers exceptional marketing capabilities that are user-friendly, making it an excellent solution addressing one of our business needs, which we weren't expecting looking for a CRM tool.

Sam Mariani, CRM Administrator at Cornerstone Bank

Over the past year, following the implementation of Creatio, our associates have entered an impressive 93,000 customer notes into the system. This substantial volume of valuable data empowers us to significantly enhance our customer service.

Sam Mariani

Incredibly impressed by their competency to solve our problem and also think future. TAI was able to show that spending more for a cloud implementation was not necessary and in this instance, rebuilding on the LAN was certainly better than replacing with another product.

Dennis F., National Bureau of Property Administration

They are a complete package. Every member of this team is of high caliber and the whole team is well organized. Their response to feedback is superior to any third-party vendor I have worked with.

Brian M., Keller-Heartt

Technology Advisors immerse themselves into your project. They go beyond to understand your current systems and what you are trying to achieve. They have extensive knowledge and experience, which they bring to each project.

Montelle D., Haynes International, Inc.

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 S., 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 S., Recept Pharmacy

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Creatio Migration Using StarfishETL

Backed by the power and scalability of StarfishETL, Technology Advisors, Inc. moves your data without complication. G2 and Capterra reviewers note StarfishETL’s ease-of-use, market-leading options, and dynamic capabilities. It’s these features, as well as the solution’s expansive connector library, pre-built migration offerings, and innovative features, that consistently challenge industry competitors.

Accolades for StarfishETL

G2 easiest to do business with mid market spring 2023

G2 high performer mid market spring 2023

G2 high-performer small business spring 2023

G2 easiest to do business with small business spring 2023

Get Started With Creatio Migration

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