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Technology Advisors

(4 reviews)

Technology Advisors is a CRM and software consulting firm that helps business of all sizes find the right software tools for their needs.

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Technology Advisors Reviews

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Technology Advisors review by Marlou C.
Marlou C.
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"CRM Analyst"

What do you like best?

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?

I do not recall any areas where I disliked working with TAI.

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Technology Advisors review by Project Manager in Financial Services
Project Manager in Financial Services
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"Duplicate Accounts/Contacts in SugarCRM"

What do you like best?

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?

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.

What Infor CRM Consulting solution do you use?

Thanks for letting us know!
Technology Advisors review by Sandra D.
Sandra D.
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"Excellent Project Management"

What do you like best?

The Technology Advisors team understood our challenges and offered realistic solutions to our problems. They were very attentive and responsive.

What do you dislike?

Nothing, I had an excellent experience working with this team

Recommendations to others considering the product

Understand your requirements

Technology Advisors review by Project Manager
Project Manager
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"Technology Advisors"

What do you like best?

Their responsiveness and follow-up. Sam is very much on top of our account and handles my chaos seamlessly.

What do you dislike?

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.

Kate from G2 Crowd

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