--- title: Technology Advisors Reviews meta_title: 'Technology Advisors Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 32 reviews by the users' company size, role or industry to find out how Technology Advisors works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 32 scale: '5' date_modified: '2026-06-30' parent_category: name: Ecosystem Service Providers url: https://www.g2.com/categories/ecosystem-service-providers --- # Technology Advisors Reviews **Vendor:** Technology Advisors **Category:** [Infor Consulting Services](https://www.g2.com/categories/infor-consulting-services) **Average Rating:** 4.8/5.0 **Total Reviews:** 32 ## About Technology Advisors Technology Advisors is a digital transformation company specializing in strategic CRM projects, no code development, 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, project management and consulting, customized software configuration, integration, data migration, and CRM training and support. ## Technology Advisors Pros & Cons **What users like:** - Users value the **deep technical expertise** of Technology Advisors, facilitating effective solutions tailored to specific business needs. (4 reviews) - Users commend the **outstanding client satisfaction** from Technology Advisors, appreciating their responsive support and strategic guidance. (3 reviews) - Users appreciate the **excellent customer support** from Technology Advisors, highlighting their responsiveness and expertise in meeting unique needs. (3 reviews) - Users value the **friendly and knowledgeable staff** at Technology Advisors, enhancing collaboration and support for their business needs. (2 reviews) - Users value the **expertise and support** of Technology Advisors, providing effective solutions and guiding through challenges. (2 reviews) - Understanding (2 reviews) - Attentive (1 reviews) - Communication (1 reviews) - Users value the **communication efficiency** of Technology Advisors, feeling supported and understood in their needs. (1 reviews) - Custom Solutions (1 reviews) **What users dislike:** - Users feel the service is **expensive** and costs more than initially anticipated during implementation. (1 reviews) - Users often experience **poor customer support** due to slow response times, leading to frustration and delays. (1 reviews) ## Technology Advisors Reviews ### 1. Great CRM Expertise and Excellent Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Sai k. | Senior Staffing Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2025 **What do you like best about Technology Advisors?** What stands out most is their deep technical expertise and customer-centric approach. The team is responsive, professional, and genuinely invested in understanding our unique needs. They don’t just implement solutions — they take the time to ensure we get measurable value from them. Their training and ongoing support have also been excellent. **What do you dislike about Technology Advisors?** While the overall experience has been positive, project timelines can occasionally stretch longer than expected, especially for complex integrations. Additionally, clearer communication around scope changes and associated costs would make planning easier. **Recommendations to others considering Technology Advisors:** If you’re looking for a partner to help you get the most out of your CRM or technology stack, Technology Advisors is a solid choice. Be prepared to collaborate closely and communicate your goals clearly — the more information you share, the better they can tailor their solutions to your needs. Their expertise in CRM and process automation can significantly enhance your organization’s efficiency and customer engagement. **What problems is Technology Advisors solving and how is that benefiting you?** Technology Advisors has helped streamline and optimize our business processes by integrating our CRM and other operational tools. They’ve provided clear solutions for managing customer data, automating repetitive tasks, and improving team collaboration. This has resulted in better customer visibility, faster response times, and more informed decision-making across departments. ### 2. Replaced our old CRM with Creatio and interfaced it with our elearning delivery platform **Rating:** 5.0/5.0 stars **Reviewed by:** Tate G. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2025 **What do you like best about Technology Advisors?** Very smart people who are both business and tech-savvy. (My main point of contact there now understands my business as well as I do, and has helped me improve it.) Simple hourly billing with detailed invoices showing the hours worked. Great company culture. Everyone I have met has been friendly and honest. **What do you dislike about Technology Advisors?** The project cost a bit more and took a bit longer than I originally hoped (but that has been true of every major, complex tech implementation I have done over a 40-year career!) **Recommendations to others considering Technology Advisors:** Make sure you want to use one of the systems they support (Creatio, Hubspot, Infor and Sugar). I have been very impressed by Creatio. **What problems is Technology Advisors solving and how is that benefiting you?** We were using a very old server-based CRM that had been heavily customized over many years, but the programmer who did all the customizations was about to retire. We wanted to start all over with a modern cloud-based system. Technology Advisors recommended Creatio. Then they helped us implement Creatio and move all of our data into it. They worked with us to create our business processes, marketing campaigns, etc. in the new system, and they used their StarFish tool to create real-time links between Creatio and Litmos (the elearning system that delivers online courses to our customers). I am thrilled with the results of the whole project. ### 3. They really are the best - the only thing I don't like is their boring name! ;-) **Rating:** 5.0/5.0 stars **Reviewed by:** Elisabeth H. | Director of Member Support and Training, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about Technology Advisors?** Great staff who really know the product they support. They have good ideas, and offered suggestions when we weren't sure what option was the best. They were also very patient with us when the project stalled on our end, and were able to start right back up once we got our act together. **What do you dislike about Technology Advisors?** They have a VERY boring name. ;-) In all seriousness, they are great. Once in a great while, I did have to reach out more than once for an answer, but they all have calendly links and I can always grab a meeting with whomever I need. **Recommendations to others considering Technology Advisors:** Talk to them. Tell them what you are trying to do - their people are the best and you will gain a ton of confidence in their ability to get you where you want to be. I would not hesitate to work with them. In fact, we retained them for help/consultation after the project was over, just because we wanted them around in case we thought of other stuff or had any problems! **What problems is Technology Advisors solving and how is that benefiting you?** We were moving from a very old, unsupported version of Sugar CRM to the newest version. In addition to migrating years of data, we had multiple customization needs to consider as well, including syncing data with QuickBooks Online (which we were also moving to at the same time) and syncing with our own software application. There is no way we could have migrated the data, set up all the syncs, and created all the customizations without Tech Advisors. They were completely transparent every step of the way, taking the time to explain things and answer all of our questions. They worked side-by-side with us and our developers to make everything work. We had a plan and worked through it - even when our team "went dark" for a few months do to other priorities and changes in staff. I don't think we could have asked for a better partner - not only did they help with all our "special" stuff, thew know Sugar CRM inside and out and were able to help us with every single piece. ### 4. We would be lost without them **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer G. | International Marketing and CRM Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2025 **What do you like best about Technology Advisors?** The Technology Advisors team is incredibly knowledgeable, quick to provide quality and thoroughly thought-out solutions to our problems, and feel like an extension of our team. They're professional, communicative, and care about our business' success as much as our team does, they know our system inside and out. **What do you dislike about Technology Advisors?** There's nothing I dislike about Technology Advisors, they're a top-notch team! **What problems is Technology Advisors solving and how is that benefiting you?** Technology Advisors helps with all the backend support for our SugarCRM. Our needs are unique, and we've had to build our CRM from the ground up, just about. Their work allows our team to be successful and better analyze our customer data. ### 5. Impressed with professionalism, teamwork, communication and results **Rating:** 5.0/5.0 stars **Reviewed by:** Lorenzo D. | Marketing Associate, Machinery, Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2023 **What do you like best about Technology Advisors?** They have been flexible with our hours and availability and have been phenomenal to work with. I have been impressed with the knowledge and coaching provided. **What do you dislike about Technology Advisors?** They truly care about our business and its success as much as I do and I look forward to a lifetime of building the business with the help of Technology Advisors. **Recommendations to others considering Technology Advisors:** Reliability and communication are important traits to see in a marketing partner and so far Technology Advisors have exceeded our expectations. **What problems is Technology Advisors solving and how is that benefiting you?** We went from limping along on the social media front to having very high visibility and growing audiences on all the primary social platforms. They helped select marketing campaigns that met our budget. ### 6. Very professional and helpful with problems. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2024 **What do you like best about Technology Advisors?** They are willing to teach you how to better your usage of your CRM. **What do you dislike about Technology Advisors?** Many companies use them, so it can take time to receive a response from them. **What problems is Technology Advisors solving and how is that benefiting you?** They help us implement new procedures and solve CRM issues. They can create new workflows in our CRM that help make our processes easier. ### 7. Technology Advisors is head and shoulders the best team I have worked with **Rating:** 5.0/5.0 stars **Reviewed by:** Alexis J. | Director, Customer Relationship Management, Government Administration, Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2023 **What do you like best about Technology Advisors?** Everyone at Technology Advisors is always responsive and makes me feel like each inquiry I make is important. They always follow up to assure the issue has been resolved. **What do you dislike about Technology Advisors?** I haven't had any issues with the team. I appreciate their thorough approach and consistent communication and follow-up. **Recommendations to others considering Technology Advisors:** Their expertise and response time is absolutely outstanding. **What problems is Technology Advisors solving and how is that benefiting you?** The entire team is amazing and always there to manage any issues that arise. Technology Advisors does a great job of monitoring our computers for threats and help manage our databases. I recently worked with Technology Advisors regarding an email issue and they proceeded as if my problem was their only concern and corrected it accordingly. ### 8. They are a complete package. Super professional **Rating:** 5.0/5.0 stars **Reviewed by:** Brian M. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2022 **What do you like best about Technology Advisors?** 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. **What do you dislike about Technology Advisors?** Technology Advisors, Inc has been a great partner, totally committed to the process and I look forward to working with the team during future phases of the project **Recommendations to others considering Technology Advisors:** Technology Advisors, Inc is a top expert in CRM implementation, integration, help in outlining any strategy or getting in amongst the weeds to solve an issue you might have. **What problems is Technology Advisors solving and how is that benefiting you?** Technology Advisors implemented the sales force automation (SFA) tools available in SugarCRM Professional. The SFA created consists of four modules: accounts, opportunities, leads and contacts. This helped house all of the sales-related information in a single, web-accessible location. ### 9. Incredibly impressed by their competency to solve our problem and also think future **Rating:** 5.0/5.0 stars **Reviewed by:** Dennis F. | Executive Director - Client Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2022 **What do you like best about Technology Advisors?** TA 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 **What do you dislike about Technology Advisors?** The team is experienced and knowledgeable in both technical ability and outbound tactical expertise. I wouldn't say I dislike anything **Recommendations to others considering Technology Advisors:** I would recommend Technology Advisors to others because the team's skills and solutions offer great overall value for the money **What problems is Technology Advisors solving and how is that benefiting you?** We engaged TA to streamline the Infor CRM LAN to work the way it was built to work, and utilize the features we were unaware existed. TA customized the Infor CRM and replaced a manual procesa that consisted of printed reports and check lists that were manually routed around the office ### 10. CRM System with a Wide Range of Functions **Rating:** 4.5/5.0 stars **Reviewed by:** Rehan K. | Founder, Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2022 **What do you like best about Technology Advisors?** Technology Advisors provide a solution for any organization, with projects ranging from basic software development to a total system redesign. **What do you dislike about Technology Advisors?** In terms of disliking, there isn't much to say. They have an excellent staff that is constantly available to guarantee that everything is in order. **Recommendations to others considering Technology Advisors:** Develop a good relationship with the team. It's definitely worth the work to cultivate a relationship and know that you have a support system that will always be there for you. **What problems is Technology Advisors solving and how is that benefiting you?** Technology Advisors simplify the most difficult problems that may have a large influence on big business decisions, which has a direct impact on substantial profit maximization, which is practically every company's win philosophy. ### 11. Got the experts - planned effectively for our technological needs **Rating:** 5.0/5.0 stars **Reviewed by:** Nicholas O. | QA Automation Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2022 **What do you like best about Technology Advisors?** Maintain an open line of communication with us up to date on the state of our existing IT infrastructure to ensure we are always prepared to support our business' needs **What do you dislike about Technology Advisors?** Nothing much to say in terms of dislike. For a long time they have made sure we keep our technological capability in line with the scope of our business **Recommendations to others considering Technology Advisors:** They are a true partner who deliver projects on time. Furthermore they are trasparent and listen **What problems is Technology Advisors solving and how is that benefiting you?** Technology Advisors performed a full business analysis and scrapped all the traditional CRM modules and built us a truly unique solution from scratch. Next came the automation - everything grom workflows, to custom PDFs, to reporting and dashboards ### 12. The most qualified CRM consulting provider I have ever known **Rating:** 5.0/5.0 stars **Reviewed by:** Ben Y. | Lead Developer, Engineering, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2022 **What do you like best about Technology Advisors?** This company is everything we wanted in terms of expertise and professionalism. They complete projects on schedule and on budget **What do you dislike about Technology Advisors?** What can I hate about them. Everything worked well and I appreciate they got time to train staff on the new solution. Keep up the professionalism **Recommendations to others considering Technology Advisors:** This is a company that has deeply invested in expertise and technology **What problems is Technology Advisors solving and how is that benefiting you?** It was pretty easy to implement Infor CRM with this team of CRM experts. Technology Advisors is the most qualified and professional team I have ever worked with in implementing an IT solution. ### 13. Working with Technology Advisors **Rating:** 4.5/5.0 stars **Reviewed by:** Montelle D. | Marketing Communications Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2022 **What do you like best about Technology Advisors?** Their team was completely involved in our entire project from start to finish and post-implementation. We are using the Creatio CRM and their Starfish interface. **What do you dislike about Technology Advisors?** I wouldn't say there has been anything I dislike. We've had only positive experiences with Technology Advisors. **Recommendations to others considering Technology Advisors:** 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. **What problems is Technology Advisors solving and how is that benefiting you?** Technology Advisors has helped us implement a Customer Management Relationship (CRM), which gives us more visibility of our prospects, processes, and customers. ### 14. Great Team **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2022 **What do you like best about Technology Advisors?** With their guidance, we’ve been able to innovate and create processes that enable us to be more efficient with our resources. Other competitors wanted long intro processes which is just a way to increase their billing. **What do you dislike about Technology Advisors?** We wish we would have had more success with predictive analytics but it just didn't fit our sales cycles and business models to be that effective for our ROI. Support could use some improvement. **Recommendations to others considering Technology Advisors:** Create the package that works best for you and let Technology Advisors help optimize everything. **What problems is Technology Advisors solving and how is that benefiting you?** Poor user adoption is the #1 reason CRM implementations fail. Avoid a wasted investment with proper training from Technology Advisors and improve your business. ### 15. User-friendly CRM Tool with multiple solutions **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2022 **What do you like best about Technology Advisors?** I like that TA has dedicated personnel to assist throughout the whole CRM project data entry, design, process flow, etc. The overall training is fantastic and very helpful. **What do you dislike about Technology Advisors?** There aren't many dislikes. This tool and company have greatly helped our business and sales processes. There is always room for improvement on some functions, but I am sure newer upgrades will allow for customer feedback implementation. **Recommendations to others considering Technology Advisors:** Great to work with and openly discuss your project ideas. Willing to work with you and your goals. **What problems is Technology Advisors solving and how is that benefiting you?** Technology Advisors is actively taking large customer datasets and redistributing and designing them into a user-friendly, easy-to-navigate solution. They are also helping companies solve there CRM business needs. ### 16. Very communicative CRM provider **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2022 **What do you like best about Technology Advisors?** - We were kept updated at all times about the progress. - Their team had sound technical knowledge of our software stack. **What do you dislike about Technology Advisors?** A bit on the pricier side. This is the only downside I can think of. **Recommendations to others considering Technology Advisors:** Explain to them clearly what your requirements are. And also let them know what are the resources and teams available on your part. **What problems is Technology Advisors solving and how is that benefiting you?** - Their team communicates with your company to understand your sales structure and then customizes their solution around it. - Budgets and timelines are strictly followed. ### 17. The best partners we've ever had **Rating:** 5.0/5.0 stars **Reviewed by:** Tanja L. | Senior VP, Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2019 **Describe the project or task Technology Advisors helped with:** Technology Advisors has been our SugarCRM partner for over six years. We went through a complete rebuild of our system in 2019 and have partnered on many additional small projects along the way, including deduplication, custom coding, integration of other technology, using their Starfish ETL tool for migration, and advising us on navigating tech outside of CRM. **What do you like best about Technology Advisors?** Besides being capable and proficient in CRM, Technology Advisors has all the traits you want in a partner. They are responsive, reliable, experienced, respectful, kind, and fair. They are organized and are strong communicators. They go above and beyond on weekends and nights in the crunch time of projects. They take the time to teach you skills that make you a better manager and administrator of the software. They truly fulfill an advisory role. **What do you dislike about Technology Advisors?** I wish my team were local to Chicago so we could do more in-person collaboration. **Recommendations to others considering Technology Advisors:** With any partner, communicate your needs and preferences upfront. The TAI team is very accomodating to meet you where you are as a customer. **What problems is Technology Advisors solving and how is that benefiting you?** We are always solving capturing our unique business process in CRM being a franchisor. We are far down this road and only need tweaks here and there. The benefits are huge. Having software that mirrors your business allows your users to experience an intuitive workflow and drives user adoption. ### 18. Highly Recommend TAI **Rating:** 5.0/5.0 stars **Reviewed by:** Valerie C. | Internal Communications and Software Development, Mid-Market (51-1000 emp.) **Reviewed Date:** January 14, 2021 **Describe the project or task Technology Advisors 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. **What do you like best about Technology Advisors?** 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 takes pride in their work. **What do you dislike about Technology Advisors?** There's isn't anything specific that I dislike. Any issue, which rarely happens, is resolved with thoughtfulness and fairness. **Recommendations to others considering Technology Advisors:** 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. **What problems is Technology Advisors solving and how is that benefiting you?** 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. ### 19. Technology Advisors Review **Rating:** 5.0/5.0 stars **Reviewed by:** Linda S. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 09, 2021 **Describe the project or task Technology Advisors helped with:** Several CRMs over the span of 20 plus years **What do you like best about Technology Advisors?** Technology Advisors, what more can I say, I have worked with this group for decades, in a previous Fortune 500 company and then once I moved to a new company I brought them in here as well… From start up- to converting to a new technology, this team has truly been my partner in the trenches… Amazing experience, software is easy to use. The support team is awesome, anytime I have a question they respond quickly and politely. They always make me feel like one of their top clients! **What problems is Technology Advisors solving and how is that benefiting you?** From start up- to converting to a new technology, this team has truly been my partner in the trenches… Amazing experience, software is easy to use. ### 20. The Team at Tech Advisors is always very knowledgeable, professional, and friendly. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2021 **Describe the project or task Technology Advisors helped with:** Business Process Steps **What do you like best about Technology Advisors?** Knowledge of the Creatio software. They will find the right person to answer my questions. **What do you dislike about Technology Advisors?** Support assistance could be a little more timely. **What problems is Technology Advisors solving and how is that benefiting you?** Streamlining internal procedures ### 21. Smart Account Managers, and prompt, friendly service **Rating:** 5.0/5.0 stars **Reviewed by:** Jim H. | Director, Learning and Talent Development, Mid-Market (51-1000 emp.) **Reviewed Date:** February 09, 2021 **Describe the project or task Technology Advisors helped with:** We implemented our first-ever CRM system with Creatio, and TA acted our business case analysts and implementation team, to make sure all of our ERP data worked well with the CRM system. **What do you like best about Technology Advisors?** From the start, the people on the TAI side have been nothing but a joy to talk with and learn from. They made the daunting task of starting our first ever CRM program seem much more doable, and kept us on track with the project from start to implementation. Since the implementation period, we've only had a very small number of personnel changes on our account management side, which is a breath of fresh air compared to some other tech companies we've worked with in the past. **What do you dislike about Technology Advisors?** In all honesty, it's hard to find anything I've disliked. TAI does a great job of managing projects and working as a partner. **Recommendations to others considering Technology Advisors:** When considering TechAdvisors, I would recommend being very clear about your training needs when implementing a new system. Luckily, TechAdvisors was able to assist us with training when our CRM company was not able. **What problems is Technology Advisors solving and how is that benefiting you?** Making our CRM dreams come true has been a total game-changer for our company. The insight we now have into our Prospecting processes has changed the way we sell. The information now at our fingertips regarding the activity of our field sales force makes it easier and faster to onboard and train new users, learn what really makes up the best practices of our top reps, and identify and address struggling reps faster than ever before. ### 22. Extremely Helpful With Every CRM Request **Rating:** 4.5/5.0 stars **Reviewed by:** Brian A. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 13, 2021 **Describe the project or task Technology Advisors 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! **What do you like best about Technology Advisors?** 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. **What do you dislike about Technology Advisors?** The only negative is that some of the projects we have inquired about can come with a costly price tag. **What problems is Technology Advisors solving and how is that benefiting you?** 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. ### 23. Very helpful and communicative **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2021 **Describe the project or task Technology Advisors helped with:** Migration from Sugar CRM to Hubspot **What do you like best about Technology Advisors?** Productive meetings and open communication **What do you dislike about Technology Advisors?** Nothing really; all interactions were positive **What problems is Technology Advisors solving and how is that benefiting you?** Simplifying our CRM process and footprint. They got us ready to work out of Hubspot CRM ### 24. Very responsive - always thinking out of the box! **Rating:** 5.0/5.0 stars **Reviewed by:** Holly C. | CRM/CPQ Administrator/Sales Department Assistant, Facilities Services, Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2020 **Describe the project or task Technology Advisors 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. **What do you like best about Technology Advisors?** 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! **What do you dislike about Technology Advisors?** 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. **What problems is Technology Advisors solving and how is that benefiting you?** 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. ### 25. Program Manager involved in some parts of planning and implementation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** July 11, 2019 **Describe the project or task Technology Advisors 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. **What do you like best about Technology Advisors?** 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. **What do you dislike about Technology Advisors?** 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. **What problems is Technology Advisors solving and how is that benefiting you?** 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. ### 26. Supportive and Attentive Company **Rating:** 4.5/5.0 stars **Reviewed by:** Brianna S. | Director of Business Development, Telecommunications, Mid-Market (51-1000 emp.) **Reviewed Date:** July 10, 2019 **Describe the project or task Technology Advisors 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. **What do you like best about Technology Advisors?** 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! **What do you dislike about Technology Advisors?** Not much to say. Haven't really had any negative experiences. **What problems is Technology Advisors solving and how is that benefiting you?** We have outsourced them during the CRM integration phase. **Official Response from Danine (Pontarelli) Midura:** > Thank you for your kind words, Brianna! We hope we can continue to be a supportive partner in your CRM journey! ### 27. Professional Technology Consulting **Rating:** 5.0/5.0 stars **Reviewed by:** David N. | IT Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2019 **Describe the project or task Technology Advisors 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. **What do you like best about Technology Advisors?** 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. **What do you dislike about Technology Advisors?** 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. **Recommendations to others considering Technology Advisors:** TAI provides a highly skilled project team to upgrade and support your Infor CRM system. **What problems is Technology Advisors solving and how is that benefiting you?** 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. ### 28. Good tech knowledge **Rating:** 4.0/5.0 stars **Reviewed by:** Amy B. | Digital Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2019 **Describe the project or task Technology Advisors helped with:** Improving Sugar speed and adding new capabilities **What do you like best about Technology Advisors?** They're super knowledgable and have been able to help with almost everything we've asked! **What do you dislike about Technology Advisors?** Their comms aren't always great - I sometimes feel like a nuisance or find it difficult to understand what is being explained to me **What problems is Technology Advisors solving and how is that benefiting you?** We're working on improving user acceptance of Sugar but improving the interface, speed and UX. ### 29. Excellent Project Management **Rating:** 5.0/5.0 stars **Reviewed by:** Sandra D. | Customer Relationship Management, Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2018 **Describe the project or task Technology Advisors 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. **What do you like best about Technology Advisors?** The Technology Advisors team understood our challenges and offered realistic solutions to our problems. They were very attentive and responsive. **What do you dislike about Technology Advisors?** Nothing, I had an excellent experience working with this team **Recommendations to others considering Technology Advisors:** Understand your requirements ### 30. Technology Advisors **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2018 **Describe the project or task Technology Advisors helped with:** I have worked with TAI on multiple CRM projects **What do you like best about Technology Advisors?** Their responsiveness and follow-up. Sam is very much on top of our account and handles my chaos seamlessly. **What do you dislike about Technology Advisors?** 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. ### 31. CRM Analyst **Rating:** 5.0/5.0 stars **Reviewed by:** Marlou C. | CRM Analyst, Industrial Automation, Mid-Market (51-1000 emp.) **Reviewed Date:** April 06, 2017 **Describe the project or task Technology Advisors helped with:** Tech Advisors worked with us in our CRM Upgrade. **What do you like best about Technology Advisors?** 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. **What do you dislike about Technology Advisors?** I do not recall any areas where I disliked working with TAI. ### 32. Duplicate Accounts/Contacts in SugarCRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2017 **Describe the project or task Technology Advisors 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. **What do you like best about Technology Advisors?** 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. **What do you dislike about Technology Advisors?** 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. ## Technology Advisors Discussions - [What is Technology Advisors used for?](https://www.g2.com/discussions/what-is-technology-advisors-used-for) - 1 comment - [View Technology Advisors pricing details and edition comparison](https://www.g2.com/products/technology-advisors/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-01+22%3A32%3A40+-0500&secure%5Bsession_id%5D=28c04e11-9024-45fd-96c8-3091ef2c5a8c&secure%5Btoken%5D=2240b951665302d280d25dd962052583f5f126deb2db36656ace5fb8ba34ac94&format=llm_user) ## Technology Advisors Features **Planning** - Needs Assessment - Resource Allocation - Stayed within Budget - Statement of Work - Best Practices **Delivery** - Technical Expertise - Met Deadlines - Meeting Management - Project Updates - Scope Management - Roll-out **Support** - Go Live Support - Documentation - Training - Metrics - Admin Services **Team Quality** - Change Management Skills - Executive Presence - Vertical Expertise - Technology Partnerships ## Top Technology Advisors Alternatives - [SmartSites](https://www.g2.com/products/smartsites/reviews) - 4.8/5.0 (253 reviews) - [webdew](https://www.g2.com/products/webdew/reviews) - 4.9/5.0 (223 reviews) - [SmartBug Media](https://www.g2.com/products/smartbug/reviews) - 4.8/5.0 (208 reviews)