CRM

Service

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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SugarCRM onboarding
Service

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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Creatio Onboarding
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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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HubSpot implementation
Video

CRM Risk Analysis & Management

October 6, 2022

Every software project has risks, but performing risk analysis for your CRM project helps identify threats that could prevent you from successfully reaching your objectives. In this video, we’ll explain the types of risk analysis, how to avoid risk, and the most common risk management strategies.

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Blog

How Much Should I Budget for a CRM?

August 23, 2022

If you’ve never purchased a CRM before, or if you’ve been hobbling along with an extremely outdated system, you may be wondering: How much should I budget for a CRM? Well, there are a couple of factors to consider. In this post, we’ll break down what to think about as you plan your CRM budget.

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CRM budget
Blog

Evolving Leadership and Modern CRM

June 14, 2022

Good leadership has always been an essential part of ensuring business processes run smoothly and deliver a good customer experience. CRM requires teams and leaders that understand the customer, their needs, and broader changes in society.

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Blog

7 Innovative CRM Trends to Pay Attention to in 2022

June 7, 2022

In this article, we’ll explain why it’s so important to implement the best CRM software in your business and what changes we’ll see in its development throughout the remainder of 2022.

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Blog

Chrome Trick to Clear Your Browser Cache for a Specific Website

April 11, 2022

If caches can cause issues, then why are files cached in the first place? Nearly every website you visit will cache files to your local computer to speed up website loading. The logic is that, if the file is already on your computer, then it doesn’t need to be downloaded, and the website will…

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Blog

[INFOGRAPHIC] Top 6 Use Cases for PMS and CRM Integration for Hotels

April 4, 2022

Hospitality is all about providing your guests with experiences they won’t forget, especially when it comes to location and places to stay. Making your guests a priority will ensure all information is in-check and you have everything you need to provide quality services to fit their standards.

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Blog

Supercharging SugarCRM Part 1: The Customer Journey Add-On

March 18, 2022

Within this series, users will gain insight on three different add-ons they can add to their Sugar CRM platform. These add-ons not only help you boost your overall CRM ROI, but they can also help you identify areas where you can improve your customer engagement and make more efficient and effective…

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Podcast

Mathematical CRM Failure

November 9, 2021

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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Podcast Mic
Blog

Why CRM is Key for Medical Device Manufacturers

October 21, 2021

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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Press Release

Technology Advisors Partners with Illinois Bankers Association

October 19, 2021

Technology Advisors, Inc. (TAI), a digital transformation and CRM consultancy, is pleased to announce its membership in the Illinois Bankers Association (IBA).

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Blog

Creating CRM Dashboards Your Team Will Actually Use

October 12, 2021

Effective CRM dashboards should give full visibility of the sales pipeline, deliver accurate revenue forecasts, and provide a snapshot of individual sales performance. So why are so many sales managers still frustrated?

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Team discussing Sales data
Podcast

Kevin Snow of Time On Target

October 1, 2021

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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Podcast Mic
Podcast

Listmania Part Deux

June 23, 2021

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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Podcast Mic
Blog

4 Ways to use Hospitality CRM to Beat out Airbnb

May 7, 2021

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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hospitality CRM
Blog

5 Great Tech Solutions to Better Manage Your Workforce in 2021

May 3, 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.

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tech solutions