NO

Nicholas O.

QA Automation Engineer

Mid-Market (51-1000 emp.)

8/3/2022

"Got the experts - planned effectively for our technological needs"

5/5

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Recommendations to others considering Technology Advisors:

They are a true partner who deliver projects on time. Furthermore they are trasparent and listen Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

BY

Ben Y.

Lead Developer, Engineering

Small-Business (50 or fewer emp.)

8/4/2022

"The most qualified CRM consulting provider I have ever known"

5/5

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Recommendations to others considering Technology Advisors:

This is a company that has deeply invested in expertise and technology Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

MD

Montelle D.

Marketing Communications Manager

Small-Business (50 or fewer emp.)

6/27/2022

"Working with Technology Advisors"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

AI

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

8/1/2022

"Great Team"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering Technology Advisors:

Create the package that works best for you and let Technology Advisors help optimize everything. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

PM

Verified User in Mining & Metals

Small-Business (50 or fewer emp.)

6/27/2022

"User-friendly CRM Tool with multiple solutions"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering Technology Advisors:

Great to work with and openly discuss your project ideas. Willing to work with you and your goals. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

TI

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

8/1/2022

"Very communicative CRM provider"

4.5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Technology Advisors?

A bit on the pricier side. This is the only downside I can think of. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

TL

Tanja L.

Senior VP

Mid-Market (51-1000 emp.)

4/18/2019

"The best partners we've ever had"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What do you dislike about Technology Advisors?

I wish my team were local to Chicago so we could do more in-person collaboration. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

VC

Valerie C.

Internal Communications and Software Development

Mid-Market (51-1000 emp.)

1/14/2021

"Highly Recommend TAI"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

LS

Linda S.

Mid-Market (51-1000 emp.)

3/9/2021

"Technology Advisors Review"

5/5

Describe the project or task Technology Advisors helped with:

Several CRMs over the span of 20 plus years Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

AF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

10/26/2021

"The Team at Tech Advisors is always very knowledgeable, professional, and friendly."

4.5/5

Describe the project or task Technology Advisors helped with:

Business Process Steps Review collected by and hosted on G2.com.

What do you like best about Technology Advisors?

Knowledge of the Creatio software. They will find the right person to answer my questions. Review collected by and hosted on G2.com.