Technology Advisors Blog

Technology Advisors Joins the American Bankers Association: A New Chapter in CRM Excellence

manderson — Thu, 24 Apr 2025 14:28:31 +0000

Technology Advisors Joins the American Bankers Association: A New Chapter in CRM Excellencemanderson Thu, 04/24/2025 - 09:28

Technology Advisors is excited to announce our membership with the American Bankers Association (ABA), marking a significant milestone in our mission to transform the financial services industry. As a leading CRM consulting company, we deliver tailored solutions that drive real results for mid-sized banks and credit unions. Joining the ABA aligns us with an organization that shares our commitment to best practices and innovation, empowering financial institutions to achieve their full potential through agile CRM solutions.

Banking

Financial Services

CRM Change Management

CRM Customization

Integration

Technology Advisors at No-Code Days Florida: A Platinum Sponsorship and Exciting Sessions

manderson — Fri, 18 Apr 2025 13:57:31 +0000

Technology Advisors at No-Code Days Florida: A Platinum Sponsorship and Exciting Sessionsmanderson Fri, 04/18/2025 - 08:57

Get ready for an inspiring week in Orlando! Technology Advisors is heading to No-Code Days Florida as a platinum sponsor, where innovation meets opportunity. With our CEO and COO taking the stage and exciting sessions planned, this is your chance to connect, learn, and lead the future of no-code and AI-driven transformation.

Creatio

How to Standardize Phone Number Formats in Creatio Freedom UI with a Low Code Process

adsouza — Thu, 07 Nov 2024 16:15:43 +0000

How to Standardize Phone Number Formats in Creatio Freedom UI with a Low Code Processadsouza Thu, 11/07/2024 - 10:15

To simplify working with phone numbers, we want to keep a very simple number-only format. We can do this with a low code processes in Creatio FreedomUI.

How To

Creatio

Setting Up Custom Date Formats on a Printable Report in Creatio

adsouza — Fri, 25 Oct 2024 16:17:16 +0000

Setting Up Custom Date Formats on a Printable Report in Creatioadsouza Fri, 10/25/2024 - 11:17

In addition to dashboards and charts, Creatio also has options for creating and printing out documents or reports. This blog explains how to customize the date formats for these reports.

Creatio

How To

Reformatting Integrated Values in Creatio for Better Reporting

adsouza — Fri, 25 Oct 2024 15:14:12 +0000

Reformatting Integrated Values in Creatio for Better Reportingadsouza Fri, 10/25/2024 - 10:14

When designing data structures for CRM, we work hard to create data formats that are usable and flexible enough for the needs of all users. However, when a CRM is integrated, there can be data formatting conflicts.

Creatio

How To

5 Mistakes That Could Sabotage Your CRM Implementation

dmidura — Thu, 10 Oct 2024 13:37:21 +0000

5 Mistakes That Could Sabotage Your CRM Implementationdmidura Thu, 10/10/2024 - 08:37

We want everyone to have a positive experience with CRM, because we’ve seen how a strategic implementation can propel good companies to greatness. Here are the five most common CRM implementation mistakes we see and how to avoid them.

Software Implementation

CRM

How Modern CRM Fills Logistics Gaps for CPG Manufacturers

dmidura — Mon, 23 Sep 2024 19:07:43 +0000

How Modern CRM Fills Logistics Gaps for CPG Manufacturersdmidura Mon, 09/23/2024 - 14:07

Consumer Packaged Goods (CPG) manufacturers face numerous logistics challenges, from managing complex supply chains to ensuring on-time delivery to retail partners. These challenges can cause inefficiencies and increased costs, but a Customer Relationship Management (CRM) system can mitigate those concerns to help fill the logistics gaps.

Manufacturing CRM

Conquering Risk with a Phased CRM Implementation

dmidura — Mon, 16 Sep 2024 20:35:39 +0000

Conquering Risk with a Phased CRM Implementationdmidura Mon, 09/16/2024 - 15:35

As a CRM and digital transformation consultancy, we guide our clients on industry best practices for CRM implementation. Whether you’ve implemented CRM before or are just getting started, the advice for a successful project remains the same: Be strategic. Detail your requirements. Phase your implementation. This post will dive into the last of those three points: phasing your implementation. Why is it necessary? What should happen in each phase? How do you decide?

CRM Requirements

CRM

How CRM Solutions Can Maximize Profits in the CPG Sector

EHecks — Wed, 21 Aug 2024 19:44:24 +0000

How CRM Solutions Can Maximize Profits in the CPG SectorEHecks Wed, 08/21/2024 - 14:44

The massive consumer packaged goods (CPG) industry is made up of everything from cereal to toothpaste to cleaning supplies. Getting ahead of the competition and keeping a positive reputation requires attention to quality control and stellar customer service. If you’ve struggled to maximize profits, adding customer relationship management (CRM) solutions may be the answer.

Manufacturing CRM

AI Cybersecurity and Fraud Mitigation for Financial Services

dmidura — Tue, 20 Aug 2024 20:00:41 +0000

AI Cybersecurity and Fraud Mitigation for Financial Servicesdmidura Tue, 08/20/2024 - 15:00

From fraud detection to personalized investment advice, AI promises to revolutionize how banks operate and serve customers. However, a recent report by the U.S. Department of the Treasury raises concerns about the potential cybersecurity and fraud risks associated with this technology. This blog will breakdown the major takeaways of that 50-page report.

AI and Machine Learning

Banking