Creatio Implementation for a Robust Enterprise

Enterprise organizations have a lot of moving parts to manage. Teams work not only across departments, but across branches, subsidiaries, and partnerships, too. These intermingled relationships build a strong case for streamlined data access and accurate analytics. Technology Advisors has helped hundreds of enterprise organizations energize and organize their CRM implementations. We handle every major component of your project, from building custom fields, to migrating data, integrating systems, and strategically organizing Creatio to best suit your growing ambitions. Technology Advisors delivers complete Creatio implementations so bustling enterprises like yours won’t miss a step.


What do I Get with TAI Enterprise Implementation?

Business Strategy & Tech Consulting

Training for all my Teams

Professional Setup for Key Automations

Custom Data Migration

Custom Coding

Integration Options

Personalized Development

Industry-Specific Best Practices

Compare Your Implementation Options

Enterprise implementation with TAI is our most comprehensive onboarding package. Use the chart below to compare the features you receive in this package versus our other Creatio implementation approaches.

Feature

TAI Basic

TAI Advanced

TAI Elite

Requirements/Planning

CRM Blueprint

Requirements Documentation

Customer Journey Mapping

Design Workshop

Use Case Diagram

Formal Use Cases

Phased Approach

CRM Strategic Plan

Sales

360 Customer View

Collaboration Tools

Business Process Management (Workflow)

Lead Management

Opportunity Management

Quoting

Orders and Invoices

Field Sales Management

Sales Forecasting

Contract Management

Product Management

Document Flow Automation

Project Management

Mobile Sales

Knowledge Management

Reporting

Limited

Integration

Limited

Marketing

360 Customer View

Segmentation

Website Behavior

Lead Management

Trigger Campaigns

Personalized Email Marketing

Event Management

Reporting

Limited

Social

What Customers Say About Us

Technology Advisors has helped us to transform our data 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.
Brianna Sibley, Burrus Seed
I have worked with TAI for over 15 yrs. with my past two organizations and look forward to continuing our relationship for many years to come. Working with TAI has proven to be a one stop shop for my organization from all phases of CRM support and technology review to quality and cost analysis and product review. This has ensured we have had the latest technology at a fair price for our organization with amazing support from TAI.
Linda Stanko, Recept Pharmacy
We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of SugarCRM is second to none and together we are able to tackle many difficult software integrations to shape Sugar to best fit our needs.
Jean-Paul Lupori, Captive Resources, LLC
One of the things that stood out from the start was the transparency and the helpfulness of being able to guide us along the paths that were the best for us. Technology Advisors always did their best to make sure that we are on the same page with all the new ideas and initiatives that we come up with.
Tim Ryan, Hershey's Ice Cream
Throughout the past 4 years, TAI has not only become an extension of our team, but a crucial asset. We truly appreciate their attention to detail & their ability to bring our out-of-the-box CRM needs to fruition.
Tara Cowling, AEM
We’ve been working with Technology Advisors for over 3 years. With their guidance, we’ve been able to innovate and create business processes that enable us to be more efficient with our time and money.
Dan Johnson, BASYS
We have partnered with Technology Advisors for the past six years and consider them an essential part of our team. From complicated migrations between CRMs to custom development to marketing automation support, they consistently deliver nothing short of the highest standard work product and remain caring and communicative throughout. We couldn't ask for more from TAI!
Tanja LeMotte, Corvus Holdings, LLC
Technology Advisors has been at the heart of our CRM program’s success. If you can articulate your vision for how to leverage CRM to support rapid sales growth, the Technology Advisors team will make it happen quickly and in a manner which your organization can easily embrace. Kudos!
Todd Olson, Amsted Rail
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