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Technology Advisors, Inc.

Skip to main content. Technology Advisors' Case Studies. National Bureau of Property Administration. Industry: Commercial/Industrial Property Tax Consulting. Prior Product: Older version of Infor CRM (Previously SalesLogix). Prior Product: Peoplesoft; JD Edwards. Industry: Travel; adventure travel. Prior Product: No formal CRM. As a family-owned and operated business, Journeys International prides themselves on delivering personalized, unique travel experiences to their clients. This meant understand...

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Skip to main content. Technology Advisors' Case Studies. National Bureau of Property Administration. Industry: Commercial/Industrial Property Tax Consulting. Prior Product: Older version of Infor CRM (Previously SalesLogix). Prior Product: Peoplesoft; JD Edwards. Industry: Travel; adventure travel. Prior Product: No formal CRM. As a family-owned and operated business, Journeys International prides themselves on delivering personalized, unique travel experiences to their clients. This meant understand...

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Technology Advisors, Inc. | techadv.com Reviews

https://techadv.com

Skip to main content. Technology Advisors' Case Studies. National Bureau of Property Administration. Industry: Commercial/Industrial Property Tax Consulting. Prior Product: Older version of Infor CRM (Previously SalesLogix). Prior Product: Peoplesoft; JD Edwards. Industry: Travel; adventure travel. Prior Product: No formal CRM. As a family-owned and operated business, Journeys International prides themselves on delivering personalized, unique travel experiences to their clients. This meant understand...

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techadv.com

1

LabSource uses SugarCRM to Improve Sales Team Communication | Technology Advisors, Inc.

http://www.techadv.com/products/sugarcrm/sugarcrm-case-study/lab-source

SugarCRM Advanced Support Manager. LabSource uses SugarCRM to Improve Sales Team Communication. Laboratory supplies and distribution. Prior to their implementation of SugarCRM, LabSource had their data spread across 4 different databases. Each subsidiary’s sales team maintained their own records and often sold over each other, which put the relationships they had with their client base at risk. Speaking about SugarCRM’s reporting:. This is really cool; there’s stuff in here I simply couldn’t do before!

2

Infor CRM | Technology Advisors, Inc.

http://www.techadv.com/training-events/infor-crm-training/infor-crm-training-end-user-functionality

SugarCRM Advanced Support Manager. Infor CRM is an award-winning CRM solution that delivers a complete view of customer interactions across your sales, marketing, customer service, and support teams, so they can collaborate effectively and respond promptly and knowledgeably to sales opportunities and customer inquiries both in the office and in the field. Organizes unstructured email info as defined tasks, opportunities, leads, accounts, social media conversations, etc. With inbound marketing, you don’t ...

3

SugarCRM Training for Marketing | Technology Advisors, Inc.

http://www.techadv.com/training-events/sugarcrm-training/sugarcrm-training-marketing/sugarcrm-training-marketing

SugarCRM Advanced Support Manager. SugarCRM Training for Marketing. This class is designed for anyone in a marketing role and covers the essential features of SugarCRM as well as teaching you how to master the marketing tools that are built in to Sugar. You will also learn how to set up a campaign, create web to lead forms, and use mail merge and email templates to nurture and market to prospects and customers. Getting Started with SugarCRM. What's covered/what you will learn. Web to Lead Forms. We reser...

4

SugarCRM Training for Sales | Technology Advisors, Inc.

http://www.techadv.com/training-events/sugarcrm-training/sugarcrm-training-sales

SugarCRM Advanced Support Manager. SugarCRM Training for Sales. In addition to the PowerPoint slides and hands-on labs completed in the class, you will also receive the complete Kindle version of our. Getting Started with SugarCRM. SugarCRM end users with sales responsibility or in a sales role. What's covered/what you will learn. Navigating the SugarCRM workspace. Setting Up a Dashboard. Outlook Integration and Mobile Access. September 5, 2016 - September 6, 2016. 1:30 pm - 5:30 pm. 9:00 am - 1:00 pm.

5

SugarCRM Training for Administrators | Technology Advisors, Inc.

http://www.techadv.com/training-events/sugarcrm-training/sugarcrm-training-administrators

SugarCRM Advanced Support Manager. SugarCRM Training for Administrators. As an administrator of your SugarCRM system you need to manage SugarCRM effectively and efficiently. This class will give you an overview of how to use all of the administrative tools for making configuration changes to your SugarCRM instance. You will learn how to create and manage users and teams, add new fields, change dropdown lists, create workflows and much more. Getting Started with SugarCRM. What's covered/what you will learn.

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sapientsalesman.com

Portfolio

http://sapientsalesman.com/index.php/professional-portfolio/portfolio-case-studies

Blogs and Other Articles. A CRM case study written for Technology Advisors, Inc. A CRM case study written for. Technology Advisors, Inc. A CRM case study written for. Technology Advisors, Inc. You are here: . Erin Wilson is the author and publisher of the. Sapient Salesman: Spinning Life into Lessons, One Tale at a Time. On Amazon.com later this year! You can find me . Erin at sapientsalesman dot com. Miami Beach, FL, USA. Not Enough. Want to stay informed?

maven-advisors.com

Maven Advisors

http://www.maven-advisors.com/partners.html

To further increase our capabilities and the value we bring to our clients, Maven Advisors has developed alliances with several industry-leading organizations. These collaborative relationships allow Maven Advisors to exchange information, resources and best practices and enhance our advisory services. TDWI (The Data Warehousing Institute ). Or our News and Events. Maven Advisors’ founder, Tony Lopykinski, chairs the AITP Business Intelligence Executive Forum. The BI Executive Forum’s mission is to e...

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Skip to main content. Technology Advisors' Case Studies. National Bureau of Property Administration. Industry: Commercial/Industrial Property Tax Consulting. Prior Product: Older version of Infor CRM (Previously SalesLogix). Prior Product: Peoplesoft; JD Edwards. Industry: Travel; adventure travel. Prior Product: No formal CRM. As a family-owned and operated business, Journeys International prides themselves on delivering personalized, unique travel experiences to their clients. This meant understand...

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