Techadv

Park Ridge, Illinois, United States

CRM implementation and data integration for financial services and manufacturing

Technology Advisors is a CRM and digital transformation consultancy that supports customer growth through strategic software investments and data strategies. They specialize in CRM software selection, implementation, and customization, focusing on industries such as banking, credit unions, and manufacturing. Their approach involves listening to client needs, personalizing solutions, and providing ongoing support.

The agency offers a range of services including CRM adoption, training, data migration, and integration. They are known for their expertise in Creatio CRM and have developed their own platform, StarfishETL, to facilitate system connectivity. Technology Advisors emphasizes flexible support models and consistent customer satisfaction, ensuring long-term success for their clients.

Technology Advisors has a proven track record with clients like Consumers Credit Union and Hershey's Ice Cream, helping them streamline operations and enhance customer experiences. Their U.S.-based team provides secure and personalized service, backed by a commitment to professionalism and integrity.

34
YEARS IN BUSINESS
7
SERVICES

Capabilities

Services

What these services involve

Data Hygiene and Sync
Data Hygiene and Sync for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.
HubSpot Implementation
HubSpot Implementation for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.
Lead Routing and Enrichment
Lead Routing and Enrichment for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.
Process Design and Playbooks
Process Design and Playbooks for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.

Agency details

Founded
1992 (34 years)

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