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vendor/twig/twig/src/Extension/CoreExtension.php

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Warning

twig_convert_encoding()

1108

vendor/twig/twig/src/Extension/CoreExtension.php

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CRM

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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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Video

How to Ensure a Successful CRM Implementation

August 29, 2024

When it comes to CRM implementation, everything leads to risk. Minimizing this risk is the key to a successful outcome! In this webinar, we explain how to avoid risk, how to create a Minimal Viable Product (MVP), and different strategies for figuring out your user stories. Check it out!

Blog

Ensuring Data Privacy and GDPR Compliance in Customer Relationship Management

July 25, 2024

Data breaches and other types of privacy complaints can damage your reputation and sour customer relationships. Part of your responsibility in having a customer relationship management (CRM) system involves ensuring compliance while still improving communication with your audience.

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How Consumers Credit Union Boosted Member Satisfaction with Creatio CRM

June 27, 2024

TAI integrated CCU’s core system, their consumer LOS, credit platform, and other systems with their new CRM, Creatio. Consumers Credit Union continues to grow into their CRM processes. Their members are seeing better service, and their employees are solving member problems with less frustration.…

consumers credit union member experience

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Use Cases for Integrating CRM with Core Banking

June 7, 2024

In this clip from our webinar on Harnessing CRM-Core integration, we explain the main use cases for integrating these systems and highlight a real-world case study from one of our customers. Watch this short clip to learn more!

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Consumers Credit Union Boosts Member Satisfaction with Creatio CRM

June 3, 2024

Before Creatio, Consumers Credit Union didn’t have a CRM. Their members were frustrated by long wait times, and their staff was frustrated by having to jump between systems to learn basic member information. All of this was hurting their KPIs.

TAI integrated CCU’s core system, their…

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Important Considerations for CRM Demos, Vendor Selection, and Partners

April 11, 2024

Once you have a comprehensive understanding of your CRM requirements, you can narrow your CRM vendors and partners and schedule your product demos. This clip from our webinar on CRM selection steps explains what to look for in a vendor and implementation partner, and how to keep your vendor aligned…

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Defining User Stories and CRM Features & Doing ROI Analysis

April 11, 2024

One of the most crucial aspects of CRM selection is defining your desired features and trying to understand how the CRM will benefit your organization. User stories inform features and features tied to problems help you define your ROI. This clip dives deeper.

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Selecting Your CRM Buying Team & Creating SMART Goals

April 11, 2024

In this clip from our CRM selection webinar, we explain how to choose the right internal team members for your CRM selection project and how that group should start defining SMART goals around the CRM. Check it out!

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Critical CRM Selection Steps for Financial Institutions [FULL RECORDING]

April 11, 2024

How do you rank CRM features? Can you calculate the ROI of a CRM? How do you narrow your potential vendors and get the best CRM demos?

We answer these questions and more in this webinar on strategic CRM selection for financial institutions.

Podcast

Always Be Video Closing

March 9, 2024

Sam and Steve are joined by Jon Richards of Evolve Video Marketing. We discuss today’s buyer, using video in the sales process, how digital sales rooms work, and getting salespeople to adopt tools like OneMob.

Listen Now

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4 Ways You Should be Using Your CRM to Support Social Commerce

February 16, 2024

Want to improve your social shopping automation? Your CRM is a great resource for centralizing data, automating workflows, analyzing trends, and managing rewards programs. Watch this short video to learn more.

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7 Expert Tips for a Seamless CRM Implementation

August 21, 2023

With more than 33 years of CRM implementation experience under our belts, Technology Advisors is an authority at ensuring CRM success. Here are our expert tips for a seamless CRM implementation.

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Schedule the Right CRM Training for the Right Audience

July 18, 2023

When you’re planning CRM training, it’s essential to consider who your audience is. You’ll probably be training various types of users, and each user type will have unique training requirements. By adapting your training plans to your audiences, you can deliver focused options that keep users…

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7 Tips for Successful CRM Implementation

July 11, 2023

Whether it’s your first time implementing CRM, or you’re switching to a new solution, a thoughtful plan will ensure your success. We’ve been guiding customers on CRM implementation for a long time, and these are the seven tips we always recommend.

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Essential CRM Maintenance Tips for Optimal Performance

June 13, 2023

Did you know your CRM requires ongoing maintenance for optimal performance and functionality? In this article, we'll explore the key aspects of CRM maintenance, including data management, system updates, customization, security, user training, integration with other systems, and performance…