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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Make sure you want to use one of the systems they support (Creatio, Hubspot, Infor and Sugar). I have been very impressed by Creatio. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Reliability and communication are important traits to see in a marketing partner and so far Technology Advisors have exceeded our expectations. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

They help us implement new procedures and solve CRM issues. They can create new workflows in our CRM that help make our processes easier. Review collected by and hosted on G2.com.

Their expertise and response time is absolutely outstanding. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I would recommend Technology Advisors to others because the team's skills and solutions offer great overall value for the money Review collected by and hosted on G2.com.

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 process that consisted of printed reports and check lists that were manually routed around the office Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.