Technology Advisors
Technology Advisors helps businesses plan, configure, adopt, and improve their software. The agency specializes in CRM consulting, including strategic selection, implementation, customization, and training.
Technology Advisors is a CRM consulting firm founded in 1991, headquartered in Park Ridge, Illinois. The agency helps businesses plan, configure, adopt, and improve their software, with a focus on digital transformation and long-term CRM success. The team operates with under 49 employees and offers services on a project basis with pricing available upon inquiry.
The agency's philosophy centers on listening, personalizing, and staying with clients throughout the software lifecycle. Services include strategic CRM selection and implementation, data migration and integration, CRM customization, strategic software planning, project management, CRM training and support, and CRM redeployment strategies. Technology Advisors specializes in NetSuite Consulting and Salesforce Consulting, and has experience with platforms such as SugarCRM, Infor CRM, and Creatio.
Technology Advisors serves a wide range of industries, including financial services, pharma, healthcare, manufacturing, education, professional services, banking, hospitality, medical manufacturing, real estate, and insurance. The agency works with both B2B and B2C organizations of various sizes, from small businesses to large enterprises.
The agency has received multiple awards, including a 3x Customer Service Excellence Award, 5X Software Expertise Award, G2 Ranked Top 50 B2B Tech Company in Chicago, and CIO Review's 20 Most Promising CRM Solution Provider. Client reviews on third-party platforms consistently rate the agency 5/5 for knowledge, professionalism, and innovation. Reviewers highlight the team's responsiveness, expertise, and ability to deliver effective CRM solutions.
Portfolio examples include a no-code Creatio implementation for Cornerstone Bank, an Infor CRM LAN solution for the National Bureau of Property Administration, a SugarCRM deployment for LabSource to improve sales team communication, and a SugarCRM project for Journeys International. These projects demonstrate the agency's ability to tailor CRM solutions to specific industry needs and improve operational efficiency.
Services
- Strategic CRM selection and implementation
- Data migration and integration
- CRM customization
- Strategic software planning
- Project management
- CRM training and support
- CRM redeployment strategies
Industries Served
Team Size
Pros
- 3x Customer Service Excellence Award Winner
- 5X Software Expertise Award Winner
- G2 Ranked Top 50 B2B Tech Company Chicago
- CIO Review 20 Most Promising CRM Solution Provider
- Clients consistently rate 5/5 for knowledge, professionalism, and innovation
Client Review Analysis
Clients consistently rate 5/5 for knowledge, professionalism, and innovation. Reviewers highlight responsiveness, expertise, and effective CRM solutions.