Amplify Your Potential with CRM Improvement

Your business is not stationary; it is continually evolving and growing. As your teams adapt, their processes (and the solutions that guide them) must keep pace. CRM Improvement strategies provide the perspective you need for a critical analysis of your current situation. Where are the gaps? Is your team using the system? Why not? If the system isn't aligned to how they work, or if the processes they follow are outdated, the CRM won't benefit them.

When strategies are out of sync, it's time to make a change. However, knowing exactly what needs changing can be a challenge. Technology Advisors makes it easier by helping you uncover your roadblocks and refine your processes to streamline communication, improve your analytical power, and put teams on the path towards more meaningful business outcomes.


Our CRM Improvement Offerings

CRM Surveying

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.

CRM Lunch & Learns

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

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.

Continous Improvement

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.

Talk to a Solutions Consultant About CRM Improvement

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What Customers Say About Us

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 Stanko, Recept Pharmacy
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
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