Technology Advisors Reviews & Product Details

Technology Advisors Overview

What is Technology Advisors?

Technology Advisors is a software consulting company specializing in strategic CRM projects and custom software integrations. Our fundamental objective is to help businesses of all sizes find the ideal tools for their budget and goals. We’re experts at software selection, implementation, and consulting; customized CRM configuration; integration; data migration; and CRM training and support. We also help businesses find and implement supporting softwares for marketing automation, Cloud telephony, eSignature, and more.

Technology Advisors Details
Product Description

Technology Advisors is a CRM and software consulting firm that helps business of all sizes find the right software tools for their needs.

How do you position yourself against your competitors?

Technology Advisors lives by this motto: We listen. We personalize. We stay with you.

We guide our customers through an educated software selection process based on their individual needs, and then we stick by their side throughout their software lifetime to offer support, training, and other services that help them make the most of their solution. Through free events and educational opportunities, we engage our customers further and teach them how to work more collaboratively and effectively.

In addition, our expertise with migration and integration sets us apart from other software consultants. We are the complete package for everything our customers may require and we strive to do better and keep learning every day so we can continue to add value for them.


Seller Details
Seller
Technology Advisors
Company Website
Phone
847-655-3400
Year Founded
1991
HQ Location
Chicago, IL
Twitter
@techadvisors
1,197 Twitter followers
LinkedIn® Page
www.linkedin.com
20 employees on LinkedIn®
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Technology Advisors Reviews

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Internal Communications and Software Development
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
Describe the project or task the provider helped with:

We have had a long term partnership Technology Advisors. In this time they have helped us with a wide range of projects from basic development of the software to a complete overhaul of our system. Our ongoing work is usually making improvements to our current system or helping us solve issues that have come up. Review collected by and hosted on G2.com.

What do you like best?

Technology Advisors truly cares about their clients and the project they are working on. They are always ready to help solve a problem and provide a thoughtful solution. TAI is reliable, knowledgeable, and take pride in their work. Review collected by and hosted on G2.com.

What do you dislike?

There's isn't anything specific that I dislike. Any issue, which rarely happens, is resolved with thoughtfulness and fairness. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Start off by building a work relationship with the team. It's well worth the effort to build a relationship and know that you have a team that always has your back. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Technology Advisors brings a great deal of technical knowledge of CRM and software in general. They are a great resource to helping solve user errors, performance issues, and improving our CRM. It's always helpful to be ask for insights on best practices when we're doing any of our development work. A large project we have been working on together for awhile is removing duplicates from our system. Review collected by and hosted on G2.com.

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Validated Reviewer
Review source: Invitation from the seller
Describe the project or task the provider helped with:

Over the last few years our company has become more active in using the Sugar CRM as more than just a database. As we have moved more towards utilizing analytic reporting and campaign management, we have often sought the assistance of Tech Advisors to resolve any issues that arise. Specifically, Tech Advisors helped us resolve issues that arose from refreshing our sandbox that we would not have been able to do on our own. Their team is knowledgeable and quick to act! Review collected by and hosted on G2.com.

What do you like best?

Communication has always been a strength of Tech Advisors. Their response to emails is always timely. Additionally, whenever we have reached out for advisement on new projects they offer great insight, new ideas we may have not considered and are always detailed. Review collected by and hosted on G2.com.

What do you dislike?

The only negative is that some of the projects we have inquired about can come with a costly price tag. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Technology Advisors has helped us to better manage our CRM platform, eliminating the headaches that can often come with handling internal matters. The benefit we see most from their work is an improvement in workplace efficiency as it relates to managing information about our customers and leads. Review collected by and hosted on G2.com.

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CRM/CPQ Administrator/Sales Department Assistant
Facilities Services
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
Describe the project or task the provider helped with:

Technology Advisors is our CRM implementation partner. They have helped us customize, not only our CRM, but helped integrate our CPQ platform to work seamlessly with the CRM. Review collected by and hosted on G2.com.

What do you like best?

Rod Johnson has been our superhero with troubleshooting and making our unique CRM needs a possibility. He is super responsive to my questions and emails despite our 3-hour time zone difference! Review collected by and hosted on G2.com.

What do you dislike?

I don't really have any dislikes of Technology Advisors. Even on the rare occasion where I needed detailed billing info or an additional invoice copy they have always been very easy to work with. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Our CRM is from InforCRm and their CRM piece is not a big focus for that company. With Techonology Advisors as our partner - I always feel that we are a focus for them and they work diligently to help us solve our issues. We are always trying to better streamline the CRM system for our users and Rod, especially, is always trying to find ways to make it better and easier for our users as well. Review collected by and hosted on G2.com.

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PN
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
Describe the project or task the provider helped with:

Hired to consult, plan, implement a brand new CRM, SugarCRM. Goal was to build a platform to meet our needs and transfer data into it while meeting requirements and internal business rules. Review collected by and hosted on G2.com.

What do you like best?

Most helpful - The team is accommodating, flexible, and helpful. Megan Sheehan is the BEST. She is the absolute perfect personality for what she does. She is whip smart, caring, detailed, analytical, communicative, honest...I've worked with CRM people in my career and never met anyone as awesome. She listens and takes her time to be effective in her responses and responds to EVERY inquiry (even if there are 10 items in one email) and handles with deep care. Ya'll should make sure you never lose her. Review collected by and hosted on G2.com.

What do you dislike?

I don't have too much to say about dislikes - my only thing to say is that some of the workflow/customizations I would love to have are not possible (not out of the box) OR they are but, cost too much or affect too many other users. I use the tool for prospecting + recruiting which is a bit diff process than how our marketing team uses it. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

we are solving lots of problems!! too many to list. Our data is all in one spot and viewable by a team - we are auto merging duplicates - meeting GDPR requirements!! Many benefits are realized - over time it'll be even better. Review collected by and hosted on G2.com.

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Senior VP
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
Describe the project or task the provider helped with:

Technology Advisors has been our SugarCRM partner for the past four plus years. We rebuilt our CRM from the ground up and after a challenging experience with another partner, we appreciate even more all that TAI represents. With a specialized service in technology, what you initially see is not always what you get. Technology Advisors is transparent, honest, and upfront. Review collected by and hosted on G2.com.

What do you like best?

Besides being capable and proficient in CRM, Technology Advisors has all the traits you would want in a partner - responsive, reliable, going above and beyond on weekend and nights in the crunch time of projects, respectful and educational. They take the time to teach you skills that make you a better manager and administrator of the software. Review collected by and hosted on G2.com.

What do you dislike?

When Technology Advisors was still understanding us as a client, we worked through a challenge where we wanted a lot of pushback on our ideas as novices in the software. Once TAI understood our approach, we've been thrilled with the change in dynamic and through collaborative back and forth have reached creative solutions that truly meet our needs. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

A benefit we've realized in working with Technology Advisors is even if they don't directly offer the solution we're looking for, they help us do the research to find the solution somewhere else. We are in the midst of trying to customize our CRM Mobile app and together we have narrowed down what our options are. They care about our overall success. Review collected by and hosted on G2.com.

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Director of Business Development
Telecommunications
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
Describe the project or task the provider helped with:

Technology Advisors has helped us to transform our data into 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. Review collected by and hosted on G2.com.

What do you like best?

Any questions or concerns that we have are addressed in a timely fashion. They truly feel like a partner of ours, and our invested in the success of our business! Review collected by and hosted on G2.com.

What do you dislike?

Not much to say. Haven't really had any negative experiences. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We have outsourced them during the CRM integration phase. Review collected by and hosted on G2.com.

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Response from Danine (Pontarelli) Midura of Technology Advisors

Thank you for your kind words, Brianna! We hope we can continue to be a supportive partner in your CRM journey!

IT Project Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
Describe the project or task the provider helped with:

Upgrade our highly customized SalesLogix 8.1 CRM system to version 8.4 and retain all of our custom functionality. We were also looking for a long-term partner who can provide us with support on our Production CRM system and assist us with future customization requirements. Review collected by and hosted on G2.com.

What do you like best?

The technical and project management team assigned to our project provides prompt feedback on the status of our project and on any support questions we may have around our current production environment. Review collected by and hosted on G2.com.

What do you dislike?

TAI utilizes the Zoho project scheduling tool. I personally find it lacking features in project scheduling. For example, I'm not able to see a baseline schedule to compare to current schedule. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

TAI provides a highly skilled project team to upgrade and support your Infor CRM system. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We use SalesLogix CRM as our source of truth for contacts and we link the SalesLogix data to other critical systems within our organization. TAI has been able to provide the level of knowledge we require to expand on our contact management solution. Review collected by and hosted on G2.com.

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Senior Digital Marketing Specialist
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
Describe the project or task the provider helped with:

Improving Sugar speed and adding new capabilities Review collected by and hosted on G2.com.

What do you like best?

They're super knowledgable and have been able to help with almost everything we've asked! Review collected by and hosted on G2.com.

What do you dislike?

Their comms aren't always great - I sometimes feel like a nuisance or find it difficult to understand what is being explained to me Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We're working on improving user acceptance of Sugar but improving the interface, speed and UX. Review collected by and hosted on G2.com.

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Customer Relationship Management
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
Describe the project or task the provider helped with:

We hired Technology Advisors to conduct a customization to our SugarCRM, we wanted to generate PDF quotes and estimated and have them automatically emailed to our customers. Technology Advisors provided the best solutions.

Technology Advisors leveraged existing SugarCRM functionality along with our business requirements to design, create and implement a customizations to the Opportunities module within SugarCRM, allowing us to generate quotes and estimates.

The implementation was seamless, I was very impressed with their attention to detail and the very little issues we had at go live. As expected after the 1st 3 months of go live there were some wrinkles that needed to ironed out but after 1 year of using the tool there have NOT been any issues with the customization, it works better than expected. Review collected by and hosted on G2.com.

What do you like best?

The Technology Advisors team understood our challenges and offered realistic solutions to our problems. They were very attentive and responsive. Review collected by and hosted on G2.com.

What do you dislike?

Nothing, I had an excellent experience working with this team Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Understand your requirements Review collected by and hosted on G2.com.

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PP
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
Describe the project or task the provider helped with:

I have worked with TAI on multiple CRM projects Review collected by and hosted on G2.com.

What do you like best?

Their responsiveness and follow-up. Sam is very much on top of our account and handles my chaos seamlessly. Review collected by and hosted on G2.com.

What do you dislike?

Sometimes desktop support seems overwhelmed and we have had slow response times. Other times desktop support is out and it doesn't appear there is anyone backing them up. Review collected by and hosted on G2.com.

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CRM Analyst
Industrial Automation
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Tech Advisors worked with us in our CRM Upgrade. Review collected by and hosted on G2.com.

What do you like best?

Personal attention from our assigned support staff, especially Allen. He always took the time to work through the project and help explain each task and process. It was also a learning project; we learned many things where certain parts of the process we were even able to help with the implementation by doing it ourselves. TAI, also allowed us to rollout this project territory by territory, meaning at our own pace. I can officially say, after over 2 years of this project, we have completed the migration/implementation of all our associates into the upgraded Infor CRM program. Thanks TAI for your help & support. Review collected by and hosted on G2.com.

What do you dislike?

I do not recall any areas where I disliked working with TAI. Review collected by and hosted on G2.com.

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PF
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Two new employees joined the firm and they both had impressive lists of contacts that needed to be loaded in our CRM. We were aware that there were a sizable number of duplicates. Our consultant at Technology Advisors, Megan Sheehan, suggested a two prong approach. First, we'll utilize a duplicate detection on import wizard. Second, her colleague, Justin Kuehlthau, will implement a duplicate detection process proprietary to their firm. Review collected by and hosted on G2.com.

What do you like best?

The import wizard picked up all of the exact matches and omitted them from the import. However, there were some instances in which some fields such as names and companies matched while other like emails or phone numbers differed so this data was imported. In a test environment, Justin Kuehlthau was able to identify a list of these potential matches. I was given an opportunity to review the results and make a determination if I wanted the result imported into the live version of our CRM. I was then able to use the merge tool to eliminate the duplicates. The process significantly reduced the amount of time on the project.

Technology Advisors anticipated our needs and provided solutions to longstanding CRM issues that others fall short. I highly recommend consulting with them before you commence your projects. Review collected by and hosted on G2.com.

What do you dislike?

We have no complaints. The process was seemless--Megan and Justin communicated each step and Justin even followed-up where I dropped the ball. What I've learned in the process is, if you think what you're trying to accomplish is too difficult, challenging or requires more busy work that reasonable, it's worth a phone call to Technology Advisors to talk through methodology. Review collected by and hosted on G2.com.

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