Technology abstract background

Your Trusted CRM, ERP, Marketing Automation & Cloud Solutions Provider

Empowering organizations to modernize CRM, ERP, marketing, and cloud platforms to achieve greater efficiency, innovation, and measurable ROI through trusted expertise.

Trusted by leading platforms:
MicrosoftSalesforceHubSpotAdobe Marketo
Technology Collaboration
Success Stories

See how TAS has helped leading organizations modernize technology, improve operations, and drive measurable outcomes.

Major U.S. Municipality

Challenge:

Needed to modernize CRM and case management systems to improve citizen services, transparency, and cross-department collaboration.

Solution:

TAS designed and implemented Dynamics 365 Customer Service with Power Platform components, including secure public portals, real-time Power BI dashboards, and Azure-based integrations.

Outcome:

Enabled faster, more responsive citizen engagement, improved internal collaboration, and reduced reliance on third-party analytics vendors.

National Construction & Engineering Firm

Challenge:

Required stabilization of Power BI reporting environment and preparation for transition from Sage 300 to CMiC ERP.

Solution:

TAS conducted a comprehensive Power BI audit, identified system dependencies, and created a long-term modernization and ERP readiness plan.

Outcome:

Delivered a roadmap and governance framework that stabilized reporting, improved data quality, and positioned the client for a smooth ERP migration.

Global Professional Services Organization

Challenge:

Sought to unify sales and marketing operations through Dynamics 365 and accelerate adoption of Microsoft Fabric for advanced analytics.

Solution:

TAS served as Subject Matter Experts, providing leadership to align Dynamics 365 Sales and Marketing with Fabric integration.

Outcome:

Enabled real-time marketing execution, unified reporting, and a scalable CRM and analytics framework supporting the organization's global initiatives.

Regional Healthcare Network

Challenge:

Needed to transform CRM and marketing automation to support patient engagement, referral management, and provider outreach.

Solution:

TAS implemented Dynamics 365 Sales and Marketing with Customer Insights – Journeys, developed a consent center, and aligned systems with predictive analytics goals.

Outcome:

Enhanced patient engagement, ensured HIPAA-compliant communications, and provided marketing and clinical teams with tools to improve outreach and care coordination.

National Accounting & Advisory Firm

Challenge:

Required better alignment between Dynamics 365 and Marketo to strengthen marketing operations, campaign analytics, and sales enablement.

Solution:

TAS optimized system governance, developed custom integrations, and enhanced reporting through Marketo-D365 synchronization and Power BI dashboards.

Outcome:

Improved campaign execution, enhanced data quality, and provided marketing and sales teams with greater visibility into performance and attribution.

Global Technology Manufacturer

Challenge:

Wanted to strengthen global sales, marketing, and customer service using Dynamics 365 and Marketo.

Solution:

TAS acted as Subject Matter Experts across multiple workstreams, leading a transition to real-time marketing, implementing a consent center, and aligning CRM with service workflows.

Outcome:

Achieved more personalized marketing, improved compliance, and delivered scalable CRM and customer service solutions across global teams.

📅In Business Since 2016
🌍Trusted by Industry Leaders Worldwide
🏅Certified Multi Platform Partner
Ready to Transform Your Business?

Partner with TAS to unlock the full potential of your CRM, ERP, marketing automation, and cloud platforms. As Certified Partners with Microsoft, Salesforce, HubSpot, Adobe, and Click, our team combines deep technical expertise with proven consulting experience to modernize systems, connect data, and deliver measurable business outcomes across ecosystems.

50+ Years
of Combined Consulting Experience
Deep expertise in CRM, ERP, marketing automation, and cloud solutions.
Dozens of Clients
Served Across Multiple Industries
Trusted by organizations across healthcare, government, finance, technology, and more.
Exceptional Client Satisfaction
Trusted by Clients Worldwide
Dedicated to delivering measurable value, partnership, and long term success across every engagement.