They say the best thing about not planning is that failure comes as a complete surprise.
At TAI, we want to avoid those kinds of surprises. We facilitate successful implementations through our planning service which includes requirements gathering â both business and functional â scoping and ROI, CRM selection, and CRM strategic planning.
Starting with a plan for your CRM implementation puts you on the path to success.Start Planning
How you implement your CRM varies based on the features you are going to implement and the size of the implementation. That is why TAI has three different implementation strategies. One designed for small out-of-box implementations, one for medium companies or companies that are planning a large number of integrations, and one for enterprise organizations with a large number of CRM users and complex features.
When itâs time to roll out your new system, TAI is ready with an implementation plan. Weâve mastered the art of software implementation to get your team up-and-running faster. Weâll help you choose one of our three distinct approaches to software implementation by pinpointing whatâs ideal for your business and budget. No more frustration. No more stalled software adoption. No more confusion.More on Implementation
All projects have risks. Project management lowers your risks by safeguarding your software transition with actionable strategies to assess progress, plan training, and anticipate obstacles.
TAI works with you to set goals and objectives for your new software. Statements of work, project charters, calendars, and project plans help define project roles and clarify which tasks should be included in which phase. As the project evolves, we assess the progression with weekly status reports, action logs, and issue lists. If any changes are needed, we document them using project change requests, so all parties are aware of what is happening and why.More on Project Management
Poor user adoption is one of the primary reasons CRM implementations fail. At TAI, we believe that proper training is crucial for avoiding this failure. First, you must understand your users. Are they tech-savvy or slower to adapt? Almost every company will have a few employees who are afraid of change. Thatâs why we seek out potential risks and make sure we design a solution that meets everyoneâs needs.
Our trainers have deep knowledge of CRM functionality and can train your staff according to learning style and skill level. TAI offers training remotely, on-site, or in-person at our Chicago area training facility.View CRM Training Options
People arenât always perfect, and neither is software. Somewhere down the line, one of them is going to run into an obstacle. If an issue arises, donât panic. Technology Advisors has a software Help Desk that can be reached via email, customer portal, or phone (depending on your support plan). Weâll help you work through your issue and direct you to the resources you need to resolve it.
As your software adoption evolves, consider our Continuous Improvement model to prevent reoccurring issues and keep your software running smoothly.Learn More About Support
Working on a large CRM project? Need a dedicated, skilled professional to help? TAI can provide the resource youâre looking for. Weâll assign a specialist to work full-time on your CRM project for however long you need (minimum hours required). Whether youâre customizing your SugarCRM, bpm'online, Infor CRM, or other type of CRM instance, Technology Advisors will give you the expert staff to get it done.Request Staffing
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