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.

Learn more about
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.

Learn more about
Creatio Onboarding
Podcast

Meteorologist Backdroppings

Musings about online meeting technologies and how they’re being used. How CRM vendors are helping out with discounts and free components.

Listen Now
Podcast Mic
Blog

CRM Comparison Part 2: Comparing Marketing Features

Welcome to part two of our series on CRM selection. If you missed part one, we discussed sales features worth considering when searching for a CRM. In part two, we’ll discuss the marketing features. I’ll begin by repeating my redundant (but important!) point about CRM selection: You should never…

Continue reading
Person Shrugging
Blog

CRM Comparison Part 1: Comparing Sales Features

As you begin your CRM comparison shopping, it’s important to know the features that will best suit your needs for sales, services, and marketing.

Continue reading
Food
Blog

3 Helpful Tools for CRM Data Management

In a recent online user group, our experts discussed three CRM data management tools and how they help organizations clean, maintain, and enrich CRM data.

Continue reading
crm data management
Blog

Tips to Clean and Maintain CRM Account Data

Data stored in your CRM can be universally valuable across your organization. Accurate data points return ROI indicators, sales forecasts, engagement activity, and other insights that can be utilized to increase sales and improve targeting and customer service. But what happens when that data…

Continue reading
Data Cleaning
Blog

Software & Soft Skills: Great Customer Experiences Need Both

As Bob Dylan would say, “The times they are a changin’.” In the business world, those changes have meant an explosion in Cloud software adoption, integrated systems, automation, AI, and predictive intelligence. These digital tools are helping companies rapidly accelerate operations and tend to…

Continue reading
software soft skills
Video

CRM & Cloud Telephony Integration: Explained [FULL RECORDING]

In this webinar, TAI and telephony experts from Corporate Technologies Group get into the basics on CRM and telephony integration.

Continue reading
Blog

How to Check the Number of Active Users in SugarCRM

Have you ever received this notification in SugarCRM: “Warning: User licenses exceeded by 1”? So, how can you check the number of active users in SugarCRM?

Continue reading
checking active CRM users
Blog

Why Your CRM is Like a Puppy

During a recent chat with one of our CRM consultants, he mentioned concerns about customer perceptions of CRM. As a business grows, the CRM must grow too.

Continue reading
crm is like a puppy
Video

CRMs Are like Puppies

It might be an odd comparison, but CRMs have a lot in common with dogs. This video shows you how they are similar.

Continue reading
Blog

The Explosive Impact of CRM: 2018 & Beyond

As recently as 10 years ago, the concept of CRM (Customer Relationship Management) might have caused some perplexed looks. CRM has come a long way since.

Continue reading
impact of CRM
Podcast

ERP Implementability

Sam and Steve talk with Joel Schneider, president of Liberty Technology Advisors, about what should be behind proper ERP selection and implementation processes.

Joel answers the question, “is cloud-based ERP as easy as the vendors would lead you to believe?”

Joel also…

Listen Now
Podcast Mic
Podcast

CRM Investments & Acquisitions

Sam and Steve test-drive Zencastr, Pipedrive raises $50 million, should smaller vendors be “taking on” the big CRM vendors or is there a better strategy?, Nimble’s approach, Swiftpage’s investment and their focus on “the easiest product on the market to use”, Act! Connect, the Collabspot plugin for…

Listen Now
Podcast Mic
Video

6 CRM Best Practices for Small Businesses

This video gives six ways to make the most out of your CRM investment.

Continue reading
Video

Six Ways CRM and ERP Integration Saves Money

Integrating CRM and ERP gives you long term benefits. There are six ways integrating the two can save you money.

Continue reading