CRM
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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Bonus Episode: Jon Ferrara of Nimble
A discussion with Jon Ferrara about managing relationships where you can have conversations.
Jon’s passion is to build relationship platforms that help other people achieve their goals. Since starting GoldMine in the late 1980’s, Jon has believed that the more people you can help…
Vendor Trustiness
Cleveland is not Detroit, prospect reactions to vendor canned responses and preset dialogs, All Turtles for natural language AI, Cirrus Insight’s coming Flight Plans, Paul Greenberg’s article on trust, trust metrics, establishing trust on your website, recording video testimonials on the cheap,…
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6 CRM Best Practices for Small Businesses
If your team has never used a CRM system before, there will be an adjustment period, but here are 6 CRM best practices for small businesses that will keep you moving in the right direction.
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DIY VDSA
Sam’s birthday, Steve’s trip Down Under, six levels of CRM expenses, the cure for low CRM adoption by salespeople, Sam’s DIY Virtual Digital Sales Assistant (VDSA), a commentary on Gartner’s Todd Berkowitz’s 10 fearless predictions for 2017.
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Use CRM Data to Measure Your KPI's
Key Performance Indicators (KPI's) are metrics used to evaluate your business success. The data compiled by Customer Relationship Management (CRM) software can help you assess KPI’s for each of your departments. So how do you use CRM data to measure your KPI's? What information should you…
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CXM Ahead
CRM Evolution conference, customer portals, customer experience management (CX, CEM or CXM), Salesforce NA14 downtime, voice commands and CRM, Amazon Echo, Calendly, Google Slides API & CRM use cases.
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What About Small Data?
With all the hubbub about Big Data and the Internet of Things (IoT), the value of Small Data has been pushed to the wayside. Big Data analytics teaches us about trends and hidden patterns, but Small Data pulls out the specifics of the current state of business. Why is this short-term thinking…
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3 Reasons Why We Love Gamification for CRM
Gamification: Applying game elements such as point scoring, competition with others, rules, etc. in a business setting to encourage engagement with a product or service. Gamification promotes competition, accountability, strategic thinking, and most importantly - results. If done correctly, it can…
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El Nino CRM
Voice control of CRM, prospect and customer engagement data with Wistia and Attach, CRM and marketing automation poll results, Google Trends for CRM and MA vendors.
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Everyone Needs a Rewrite
Native advertising, removal of CRM features, CRM software rewrites, 2016 predictions, crowdsourced CRM review sites.
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CRM Proximity
Steve and Sam talk CRM and mapping with Proxima Software founder David Wahl.
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Technology Advisors Recognized as one of the “20 Most Promising CRM Solution Providers”
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-…
Continue readingHow 311 Call Centers are Transforming Municipal Emergency Responses
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.
Continue readingHow to Accelerate New User Onboarding and Instantly Demonstrate Value
When it comes right down to it – first impressions are still everything.
Continue readingUseful CRM Cases
Sam and Steve talk about CRM use cases and about a bottle of 2001 Casanova di Neri Brunello.
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