CRM
SugarCRM Implementation
Our time-tested strategies are based on years of onboarding experience with thousands of customers. Let us make you our next SugarCRM success story.
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Creatio Implementation
No two businesses are alike. Each has its own processes, budgets, and long-term goals. Our Creatio implementation packages provide options to fit your business.
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HubSpot Onboarding
We understand that every business has unique processes, goals, and budgets. That is why we’ve created three distinct HubSpot implementation options.
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Mathematical CRM Failure
In this episode, Sam and Steve talk about enforcing security for remote work, Covid's effect on shared work spaces, hindsight 2020 Covid predictions, Creatio's unique approach to a virtual conference, Sam's mathematical mindset around phased implementation, Salesforce sunsetting the…
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Why CRM is Key for Medical Device Manufacturers
The medical field has many priorities and often a CRM system can get pushed to the end of the list. Because of this, information can be in many different locations and can create a scattered experience for your team.
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Technology Advisors Partners with Illinois Bankers Association
Technology Advisors, Inc. (TAI), a digital transformation and CRM consultancy, is pleased to announce its membership in the Illinois Bankers Association (IBA).
Continue readingKevin Snow of Time On Target
Steve and Sam interview Kevin Snow, CEO of Time on Target, sales expert, and technology geek, about CRM implementation challenges, introverted sales people, accurate sales forecasting, and more.
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Listmania Part Deux
10 questions you should ask when looking at integrating your CRM, 5 reasons a spreadsheet is not a database, 8 plugins to use with your new WordPress site (relating to Google’s new page experience standards)
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4 Ways to use Hospitality CRM to Beat out Airbnb
Airbnb is pulling in massive quantities of data through booking, search inquiries, and reviews. To beat them out, hospitality groups will need a fierce data strategy of their own. Here are four ways hospitality can use CRM to beat out Airbnb.
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5 Great Tech Solutions to Better Manage Your Workforce in 2021
The possibilities here are endless, so let’s take a look at the five great tech solutions you can implement right now to better manage your employees and take your company to new heights.
The Worst Advice You Can Hear About Buying Business Software
Even I, who work in this field, had a hard time writing a blog comparing document automation systems. I scoured review sites and product web pages searching for answers on what these products could and could not do, only to find the information was scattered and not directly comparable. The whole…
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Now is the Time for Tech Companies to Adopt CRM
Technology companies were expected to pivot faster, with more agility, swifter response times, and reimagined approaches. These challenges can become opportunities with the right internal support. Customer Relationship Management (CRM) software gives technology teams more control over their…
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Customer Data in CRM Systems: Compliance in Three Steps
The regulatory landscape has become increasingly complex over the years, leaving companies with a number of requirements to meet and hefty fines in cases of non-compliance. So, here are the key rules to keep in mind when retaining customer data in CRM systems.
Calculating Software ROI
In this session, we’ll explain how to calculate the ROI of your software investments to ensure they provide value to your company. Whether you’re a first-time software buyer, or you are looking to switch solutions, this presentation will give you the tools to make educated choices.
How Much Does it Cost to Deploy CRM?
In this session, we’ll help you understand all the moving parts to purchasing and deploying a CRM solution. Use what you learn from this session to guide informed decision making on your software purchases.
Integrate CRM with Customer Feedback Tools to Build Stronger Relationships
By integrating your CRM with the right customer survey and analytics tools, you will expand its functionality and centralize multi-channel customer data to gain better insights into your target audience. Here are a few common CRM integrations with customer feedback tools to consider.
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8 Important Benefits of Real Estate CRM
In this post, we’ll discuss eight of the most important benefits of CRM for real estate and how they contribute to smoother sales processes and more personalized buyer interactions. If you’re thinking about acquiring a real estate CRM, keep these benefits in mind as you evaluate your potential…
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5 Ways Combining VoIP and CRM Helps Transform Your Business
While many companies will only use one or the other, combining these two amazing tools can transform your business in many key areas, and allow your marketing, sales, and support teams to thrive. Let’s take a closer look at how combining VoIP and CRM can push your company to new heights of success.
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