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JH

Jim H.

Director, Learning and Talent Development

Mid-Market (51-1000 emp.)

2/9/2021

"Smart Account Managers, and prompt, friendly service"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

BA

Brian A.

Mid-Market (51-1000 emp.)

1/13/2021

"Extremely Helpful With Every CRM Request"

4.5/5

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. 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 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.

GC

Verified User in Computer Software

Small-Business (50 or fewer emp.)

10/26/2021

"Very helpful and communicative"

4/5

Describe the project or task Technology Advisors helped with:

Migration from Sugar CRM to Hubspot Review collected by and hosted on G2.com.

What do you like best about Technology Advisors?

Productive meetings and open communication Review collected by and hosted on G2.com.

HC

Holly C.

CRM/CPQ Administrator/Sales Department Assistant

Facilities Services

Mid-Market (51-1000 emp.)

2/11/2020

"Very responsive - always thinking out of the box!"

5/5

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

PN

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

7/11/2019

"Program Manager involved in some parts of planning and implementation"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

BS

Brianna S.

Director of Business Development

Telecommunications

Mid-Market (51-1000 emp.)

7/10/2019

"Supportive and Attentive Company"

4.5/5

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Response from Danine (Pontarelli) Midura of Technology Advisors

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

DN

David N.

IT Project Manager

Mid-Market (51-1000 emp.)

4/17/2019

"Professional Technology Consulting"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering Technology Advisors:

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 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. Review collected by and hosted on G2.com.

AB

Amy B.

Digital Marketing Manager

Mid-Market (51-1000 emp.)

4/17/2019

"Good tech knowledge"

4/5

Describe the project or task Technology Advisors helped with:

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

What do you like best about Technology Advisors?

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 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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

SD

Sandra D.

Customer Relationship Management

Mid-Market (51-1000 emp.)

7/23/2018

"Excellent Project Management"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

PP

Verified User in Pharmaceuticals

Mid-Market (51-1000 emp.)

7/12/2018

"Technology Advisors"

5/5

Describe the project or task Technology Advisors helped with:

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

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. Review collected by and hosted on G2.com.