Communication & Collaboration

Communication & Collaboration Use Cases

Improved Communications

Omni-Channel Customer Communication

Boost Employee Teamwork

360 Customer View

Share Ideas

Work Anywhere & Anytime

Promote Open Communication & Collaboration

Today's teams must work across channels to reach customers beyond phone calls and emails with texts, chat, LinkedIn, Facebook messaging, Twitter, and more. This requires a 360 degree view. Technology Advisors helps you promote more open and collaborative communication with applications that support streamlined workflows to improve scheduling, organize structures, and centralize document storage.

Tips for Evaluating Collaboration Tools

Look for Omni-Channel

Conversations come in from many sources. If your solution only tracks one channel, you’re missing out on the bigger picture. Find a tool that can monitor and keep track of all conversations with the customer.

Mashup Conversations

Look for a timeline view of your conversations to gain perspective on interactions coming from various sources. Many CRMs don’t have this feature, making it difficult to follow what’s happening.

Gamify Teamwork

Some solutions allow users to gamify beneficial activities as a motivator for teams to properly collaborate. Actions taken towards the gamification are awarded with points and can then be rewarded by the employer.

Find Hidden Relationships

Some solutions will reveal hidden relationships between your employees and the prospects you work with, making it easier to get introductions and improve the strength of relationships.

What Customers Say About Us

Before Creatio, measuring and tracking KPIs and metrics was cumbersome due to the multitude of different systems. However, Creatio now enables us to analyze data effortlessly through dashboards, making it simple and greatly appreciated by managers for its ease of access to the necessary information.

Sam Mariani CRM Administrator at Cornerstone Bank

Having all this information in one place, where we can easily access individual responses, heat maps, and various types of data, is a valuable addition to our core need, which was CRM. Creatio offers exceptional marketing capabilities that are user-friendly, making it an excellent solution addressing one of our business needs, which we weren't expecting looking for a CRM tool.

Sam Mariani, CRM Administrator at Cornerstone Bank

Over the past year, following the implementation of Creatio, our associates have entered an impressive 93,000 customer notes into the system. This substantial volume of valuable data empowers us to significantly enhance our customer service.

Sam Mariani

Incredibly impressed by their competency to solve our problem and also think future. TAI was able to show that spending more for a cloud implementation was not necessary and in this instance, rebuilding on the LAN was certainly better than replacing with another product.

Dennis F., National Bureau of Property Administration

They are a complete package. Every member of this team is of high caliber and the whole team is well organized. Their response to feedback is superior to any third-party vendor I have worked with.

Brian M., Keller-Heartt

Technology Advisors immerse themselves into your project. They go beyond to understand your current systems and what you are trying to achieve. They have extensive knowledge and experience, which they bring to each project.

Montelle D., Haynes International, Inc.

Technology Advisors has helped us to transform our data from one CRM to another without any interruption. They have helped us every step of the way to successfully integrate to fit our business needs.

Brianna S., Burrus Seed

I have worked with TAI for over 15 yrs. with my past two organizations and look forward to continuing our relationship for many years to come. Working with TAI has proven to be a one stop shop for my organization from all phases of CRM support and technology review to quality and cost analysis and product review. This has ensured we have had the latest technology at a fair price for our organization with amazing support from TAI.

Linda S., Recept Pharmacy

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You Know Your Business. We Know Your Software.

Purchasing software can be overwhelming. There are so many solutions on the market that it's hard to know which one will best serve your needs. Our job is to relieve you of the stress by recommending solutions based on your business goals, budget, and what will work with your existing applications. We've done the research so you don't have to. Check out some of our most recommended communication and collaboration solutions below. Then, let our team help you qualify and select the right solution for your needs.

Communication & Collaboration Tools

Flexidocs

Flexidocs integrates seamlessly with SugarCRM or Salesforce to automatically pull fields and related records into the documents you're creating. Then, it lets you share those documents for electronic signatures on computers, smartphones, or tablets.

TrustSphere

TrustSphere is a recognized leader in Relationship Analytics. By using Organizational Network Analysis, TrustSphere’s Relationship Analytics platform enables organizations to unlock the inherent value of their collective relationship networks and make real-time data-driven decisions across Sales, Human Capital Management and Risk & Compliance. TrustSphere’s technology can be meaningfully used across businesses where employee relationships & customer relationships are built and maintained using corporate communication platforms including in financial services, professional services, technology services, media, and the public sector.

Infor Ming.le

Infor Ming.le is a collaboration platform that enables social collaboration, business process improvement, and contextual analytics. Ming.le can be embedded into key systems like ERP, Supply Chain Management (SCM), Human Capital Management (HCM), and Enterprise Asset Management (EAM), so employees across all areas of the business can communicate and collaborate more effectively.