People tend to remember the CRM features they use on a regular basis and forget about the ones they don't. By continually surveying your teams and analyzing their feedback, we learn which skills need further development. We use the insights to build targeted training around those topics, so users can benefit from more of your CRM features. Whether they need help building workflows, understanding data entry best practices, or creating meaningful reports and charts, TAI's experienced professionals can guide them.

Cloud CRMs are constantly releasing new updates that include new features and better ways of doing things. TAI can help you educate your team on the new features and functions through our Lunch & Learn program. By improving your users' aptitude with your system, they can take full advantage of its capabilities. Our experts offer insightful, helpful strategies that you can start using immediately.

Process improvement workshops begin by sampling different types of users to understand which information they're missing, where they can streamline processes, and which repetitive tasks can be automated. We use these data points to create a roadmap and brainstorm potential solutions. From minor tweaks to adding new features, our team will help you better configure your processes to align with your business goals.

Instead of piecemealing your CRM improvements, TAI takes a more comprehensive approach. We gather requirements, build solutions, test the solutions, train your teams on them, and then deploy them as a bundled release. This cycle of continuous improvement can take place once per year, twice per year, or even once per quarter if you like. Your continuous improvement schedule is dependent on your company's budget and the complexity of your CRM configuration.