How CRM Benefits Professional Services

Automated Processes
Standardized Contracting
Uniform Quoting
Finding More Leads
Managing Resources
Improved Productivity

The Challenges Facing Professional Services

Streamlined Resource Management

Proper utilization helps employees do more with their time. Automated scheduling tools and scheduling visibility improves resource management. AI can suggest next steps to maximize performance, while mobile applications let you adapt your schedule while you're on the road.

Winning New Business

It's a rarity to find someone with a talent for both service delivery and sales. CRM allows the creation of a uniform sales approach so all team members can become salespeople. Studies have shown that following a uniform process can increase your close rates up to 28%.

Hiring Skilled Talent

Automated processes and AI-informed predictions improve worker productivity, allowing skilled teams to work smarter instead of harder. Management can focus less on hiring additional talent and more on improving the utilization of the current staff.

Poorly Defined Goals

Specifying the wrong goals can result in project overruns, missed deadlines, and unhappy customers. Automatic proposal generation creates clear and consistent documents to guarantee your teams can deliver on what you promised.

Managing Scope

The Project Scope defines how deliverables will be managed to ensure project success. Automated approval processes cut down on unnecessary tasks so teams can focus their energy towards project completion.

Commodity Roadblocks

The customer journey signals what the customer needs to complete the purchase. CRM solutions automate the customer journey into repeatable steps and standardize the ideal customer path to govern the buying process.

Professional Services Case Study

Outdated legacy applications like Oracle CRM inhibited the usability and flexibility of Spinnaker’s data. Oracle did not integrate with the company’s other products, so the legacy tool was little more than a rolodex for contacts and a loose collection of notes and follow-up items. Spinnaker decided to put together a team to engage in a full software selection process for a new solution.


Read the Case Study

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What Customers Say About Us

We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of SugarCRM is second to none and together we are able to tackle many difficult software integrations to shape Sugar to best fit our needs.
Jean-Paul Lupori, Captive Resources, LLC
One of the things that stood out from the start was the transparency and the helpfulness of being able to guide us along the paths that were the best for us. Technology Advisors always did their best to make sure that we are on the same page with all the new ideas and initiatives that we come up with.
Tim Ryan, Hershey's Ice Cream
Throughout the past 4 years, TAI has not only become an extension of our team, but a crucial asset. We truly appreciate their attention to detail & their ability to bring our out-of-the-box CRM needs to fruition.
Tara Cowling, AEM
We’ve been working with Technology Advisors for over 3 years. With their guidance, we’ve been able to innovate and create business processes that enable us to be more efficient with our time and money.
Dan Johnson, BASYS
We have partnered with Technology Advisors for the past six years and consider them an essential part of our team. From complicated migrations between CRMs to custom development to marketing automation support, they consistently deliver nothing short of the highest standard work product and remain caring and communicative throughout. We couldn't ask for more from TAI!
Tanja LeMotte, Corvus Holdings, LLC
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Our Professional Services Customers

grant thornton
spinnaker
RJN group
arcanum group
National Bureau of Property Administration