Communication & Collaboration Use Cases

Improved Communications
Omni-Channel Customer Communication
Boost Employee Teamwork
360 Customer View
Share Ideas
Work Anywhere & Anytime

Promote Open Communication & Collaboration

Today's teams must work across channels to reach customers beyond phone calls and emails with texts, chat, LinkedIn, Facebook messaging, Twitter, and more. This requires a 360 degree view of all communication channels. Collaboration tools streamline workflows through improved scheduling, organized structures, and centralized document storage to keep all team members engaged and show them how their contributions affect coworkers and the project itself. Collaboration and communication are key for goal-oriented teams to effectively manage projects and align efforts.

Tips for Evaluating Collaboration Tools

Look for Omni-Channel

Conversations come in from many sources. If your solution only tracks one channel, you’re missing out on the bigger picture. Find a tool that can monitor and keep track of all conversations with the customer.

Mashup Conversations

Look for a timeline view of your conversations to gain perspective on interactions coming from various sources. Many CRMs don’t have this feature, making it difficult to follow what’s happening.

Gamify Teamwork

Some solutions allow users to gamify beneficial activities as a motivator for teams to properly collaborate. Actions taken towards the gamification are awarded with points and can then be rewarded by the employer.

Find Hidden Relationships

Some solutions will reveal hidden relationships between your employees and the prospects you work with, making it easier to get introductions and improve the strength of relationships.

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

You Know Your Business. We Know Your Software.

Purchasing software can be overwhelming. There are so many solutions on the market that it's hard to know which one will best serve your needs. Our job is to relieve you of the stress by recommending solutions based on your business goals, budget, and what will work with your existing applications. We've done the research so you don't have to. Check out the communication and collaboration tools below. Then, let our team help you qualify and select the right one for your needs.

Communication & Collaboration Tools


DocuSign is the world’s leading electronic signature solution. With more than six million customers having DocuSigned more than 58 million documents, DocuSign is the fastest, easiest, most secure way to sign, track, and store documents in the cloud.


Flexidocs integrates seamlessly with SugarCRM or Salesforce to automatically pull fields and related records into the documents you're creating. Then, it lets you share those documents for electronic signatures on computers, smartphones, or tablets.


3CLogic seamlessly merges the powerful information stored in your CRM with a complete end-to-end cloud communication platform, empowering your team to manage all client data and communication channels from a single user interface. Leverage a single, comprehensive tool to enhance lead follow-up and nurturing, effectively manage customer engagements and gain greater visibility into performance metrics, creating a cohesive experience for your customers and internal workforce.


ActiveCRM® further confirms that knowledge is power by integrating your phone system with the most popular cloud-based CRM and help desk platforms such as SugarCRM, Zendesk, MS Dynamics and many more. Functioning as a universal add-on to your web browser, inbound calls “connect-the-dots” to automatically match prospects and customers in your contact database.


Collabspot helps salespeople close more deals, faster, with 1-to-1 marketing automation in Gmail that integrates their CRM. This Chrome extension brings multiple business apps into your Gmail simultaneously. It is a sales email platform that solves the problem of CRM adoption by helping salespeople reach out to leads and customers through email and social networks. Users get timely cues and easy access to customer data so they can close deals without friction.


TrustSphere is a recognized leader in Relationship Analytics. By using Organizational Network Analysis, TrustSphere’s Relationship Analytics platform enables organizations to unlock the inherent value of their collective relationship networks and make real-time data-driven decisions across Sales, Human Capital Management and Risk & Compliance. TrustSphere’s technology can be meaningfully used across businesses where employee relationships & customer relationships are built and maintained using corporate communication platforms including in financial services, professional services, technology services, media, and the public sector.

Infor Ming.le

Infor Ming.le is a collaboration platform that enables social collaboration, business process improvement, and contextual analytics. Ming.le can be embedded into key systems like ERP, Supply Chain Management (SCM), Human Capital Management (HCM), and Enterprise Asset Management (EAM), so employees across all areas of the business can communicate and collaborate more effectively.

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