CRM

Press Release

Technology Advisors Recognized as one of the “20 Most Promising CRM Solution Providers”

September 24, 2015

Technology Advisors Inc. has been named by CIO Review as one of 2015’s most promising customer relationship management (CRM) solution providers. CIO Review analyzed numerous candidates based on CRM strengths and capabilities, and Technology Advisors was selected for its overall knowledge and in-…

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Blog

How 311 Call Centers are Transforming Municipal Emergency Responses

September 11, 2015

Based on the more than 50 311 projects in which I have worked over the past 10+ years, we have seen a drop in 911 calls of 20-40% when 311 or a non-emergency call center has been introduced.

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Blog

How to Accelerate New User Onboarding and Instantly Demonstrate Value

August 20, 2015

When it comes right down to it – first impressions are still everything.

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Podcast

Useful CRM Cases

August 18, 2015

Sam and Steve talk about CRM use cases and about a bottle of 2001 Casanova di Neri Brunello.

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Podcast

Against Doctor’s Orders

July 16, 2015

Ignoring orthopedists, Apple Watch flop, Government CRM, poor man’s B2B landing pages

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Podcast

The Salesfortification of Sage

May 24, 2015

Steve and Sam lightly deconstruct the Marc Benioff / Stephen Kelly fireside chat about the upcoming release of Sage Life, a small business accounting application that’s being built on the Salesforce1 platform. This is followed by a discussion about verticalized CRM.

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Podcast

Salesforce Speculation Frenzy

May 4, 2015

Sam and Steve discuss all the speculation that was sparked by Bloomberg’s report that salesforce.com “is working with financial advisors”. Zoho’s CEO speaks out. CRM product upgrades and rewrites.

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Podcast

Prototypical CRM

March 3, 2015

CRM prototypes, configuration vs. customization, Sage’s salesforce.com announcement, Google’s new mobile-friendliness standards, Amazon Prime addiction.

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Podcast

CRM & ERP Integration

November 14, 2014

Sam discuss the differences between integrating CRM & ERP and unifying the two product categories, as well as the challenges that come with either scenario.

In order to provide you with more listening options, starting with this episode, we are also uploading the audio file to…

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Blog

CRM Talk Podcast Pilot Episode

July 24, 2013

n the pilot episode of the new podcast CRM Talk, Technology Advisors Co-Founder Sam Biardo joins Steve Chipman of Lexnet Consulting Group in a discussion about the latest CRM news and implementation best practices.

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Blog

Taking CRM to the Next Level

July 9, 2012

Congrats! Your sales team is successfully leveraging your CRM system to manage their leads, develop their pipeline and increase sales. But what happens after the sale?

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Blog

The Social Process

March 26, 2012

A couple weeks ago I blogged about The Pillars of Social CRM after listening to a discussion led by Matt Keenan, Microsoft® Dynamics CRM Director. I recently got into a discussion with some colleagues about how the process of the social world works for businesses and why patience is easily your…

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Blog

The Pillars of Social CRM

March 14, 2012

I recently sat in on one of Microsoft’s “Meet the Experts” live webcasts about Social CRM. Microsoft® Dynamics CRM Director, Matt Keenan, led the discussion and explained to us the pillars that compile Social CRM.

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Blog

How to Compare CRM Reviews

March 12, 2012

There are many people and websites trying to do CRM reviews to compare different CRM applications. The problem with relying on CRM reviews from other sources is that reviews are about CRM systems in general. The fact is, 80% of CRM's have the same feature set.

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Blog

How should I deploy my CRM solution?

February 29, 2012

Beyond the entire process of choosing an actual CRM solution, you need to determine how you are going to deploy your selection. The good thing is you have options. The bad thing is you have options. You can deploy your CRM solution On-Premise, On-Demand (Hosted) or in the Cloud. Each have their…

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