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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SugarCRM onboarding
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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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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
Upcoming Event

Harnessing CRM-Core Integration to Optimize Efficiency

On June 6, 2024

Join this webinar to uncover why this integration is so useful and learn the key ways banks are implementing it.

Register Online
Blog

Supercharging SugarCRM Part 1: The Customer Journey Add-On

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

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

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

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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Podcast

Kevin 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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Podcast Mic
Podcast

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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Podcast Mic
Blog

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.

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tech solutions
Blog

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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technology CRM
Blog

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.

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CRm data compliance
Video

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.

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Video

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.

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Blog

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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integrate CRM with survey tool
Blog

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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VoIP and CRM
Blog

7 Benefits of Pharma CRM for Sales & Marketing

The pharma sector faces unique challenges in regulatory restrictions as well as how it’s allowed to handle marketing and promotional activities. Here's the top seven benefits of CRM for pharmaceuticals companies sales & marketing departments.

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Big pharma data
Podcast

Emoji Queries

Sam’s commitment to golf, the NHL and NBA bubbles, deploying CRM & training CRM users during a pandemic, using emojis for product searches, the most effective forms of marketing in 2020

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Podcast Mic