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SugarCRM enables businesses to create extraordinary customer relationships with the most innovative, flexible and affordable CRM solution on the market. The company places the individual at the center of its solution, coordinating the actions of customer-facing employees and empowering them with the right information at the right time to transform the customer experience.

SugarCRM Demo

In this five minute video, our SugarCRM expert guides you through the screens, capabilities, & tools that make up SugarCRM, including:

  • Homepage
  • Navigation Bar
  • Global Search
  • Account Profile Screen
  • Administrator Tools
  • Customer Data
  • Communication Capabilities
  • Lead Conversion
  • Emails
  • Mobile App
  • Managerial Capabilities
  • Reports & Charts
Free Trial

Certifications

Technology Advisors is an Elite Partner of SugarCRM, the highest tier achievable in SugarCRM’s partner program. To attain this status, a partner must demonstrate continuous sales growth, advancement, and industry-leading expertise with the product. Technology Advisors does this by providing certified SugarCRM training, offering SugarCRM support, building customized modules for clients, and regularly educating customers on the product’s releases and uses via podcasts, webinars, emails, and social media.

We want our clients to understand the value of their CRM and use it to its full potential. That’s why we work so hard to stay current with our CRM offerings and the trends of the industry. We listen. We customize. We stay with you.

SugarCRM Elite Partner Badge

SugarCRM Editions Comparisons

SugarCRM editions comparison chart

Think SugarCRM may be the right fit for you? Which edition should you go with? What are the pros and cons of each? Use our free SugarCRM Editions document to compare the features & pricing of each SugarCRM offering. 

Training Books

Administering SugarCRM

SugarCRM Admin Book

Administering SugarCRM, $49.99

Setting up your CRM to match your business processes can help you get the most out of your CRM investment and increase user buy-in. The administrator tools in SugarCRM make it easy to configure your SugarCRM environment to fit your needs. In Administering SugarCRM, learn how to use all of the administrator tools. Become empowered to create new fields, add custom modules, automate processes with workflows, and set up security rules. Endorsed by SugarCRM, it is the second in the CRM Foundation Series.

  Buy our Administrator Book!

Getting Started with SugarCRM Version 7

SugarCRM End User Book

Getting Started with SugarCRM Version 7, $19.99

Getting Started with SugarCRM Version 7 is a comprehensive guide for navigating the SugarCRM workspace. Following up on 2013’s Getting Started with SugarCRM Version 6.x, this updated eBook addresses the new user interface and features in Sugar 7. Readers will gain an in-depth understanding of Sugar’s sales, marketing, and support tools. Whether the end user is reading this as an introduction to SugarCRM or they are already familiar with the software, this guide will help cover their CRM role and responsibilities within their organization. Endorsed by SugarCRM, this is the third book in Technology Advisors’ CRM Foundation Series.

  Buy our End User Book!

SugarCRM White Papers

Why, When, and How to Upgrade to SugarCRM Version 7

Whether you’re an existing customer or looking to switch to SugarCRM, Version 7 is a major release. Download the white paper on why, when, and how to get SugarCRM Version 7, and get a free upgrade assessment from Technology Advisors.

CRM Time-to-Value

You’re considering a customer relationship management (CRM) system for your business, but you have reservations. Do you really need a CRM system? Will it take forever to install? Will anybody use it once you do? Will it work? How will your employees react to the changes CRM inevitably requires? Will it be worth the cost? How will success be measured?

5 Ways to Increase CRM Adoption Within Your Sales Staff

Sales managers usually have no problem grasping the value of CRM—it presents sales data in an easily digested format that allows managers to adjust programs, processes and people to optimize selling. For sales people, however, CRM is often viewed as a new burden, a hindrance and an example of the sales manager shifting his work on to them.

Case Studies

3rd Party Add-Ons for SugarCRM

Accusoft

Content Management

Act-On

Marketing Automation

Collabspot

Productivity Tools

Docusign

Content Management

Dun & Bradstreet

Productivity Tools

Entrinsik Informer

Business Intelligence

Flexidocs

Content Management

Salesfusion

Marketing Automation

SharePoint

Content Management

SierraCRM

Business Process Management

Starfish ETL

Integration / Migration

Tenfold

Productivity Tools

Viabl

Productivity Tools

XperiDo

Content Management

Zendesk

Support