Marlou C.

CRM Analyst

Industrial Automation

Mid-Market (51-1000 emp.)

4/6/2017

"CRM Analyst"

5/5

Describe the project or task Technology Advisors helped with:

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

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. Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

3/17/2017

"Duplicate Accounts/Contacts in SugarCRM"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.