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SugarCRM Enterprise Implementation

Technology Advisors recognizes the importance of a streamlined software implementation, which is why we crafted an Enterprise-specific SugarCRM onboarding approach.

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SugarCRM Advanced Implementation

Successfully implementing SugarCRM starts with a thoughtful process. Migrating historical business data into SugarCRM, adding the custom objects crucial to your processes, and setting security protocols are all steps that can help you maximize the ROI of your investment. For even stronger analytical power, you may also integrate with supporting software solutions.

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SugarCRM advanced onboarding
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SugarCRM Basic Implementation

At Technology Advisors Inc. we treat every implementation with superior attention to detail, personalized support, and thoughtful planning. SugarCRM basic onboarding is best suited for businesses with smaller teams who want an uncomplicated, streamlined implementation.

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sugar basic implementation
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SugarCRM Implementation

Our time-tested strategies are based on years of onboarding experience with thousands of customers. Let us make you our next SugarCRM success story.

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SugarCRM onboarding
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Sugar Integration

Technology Advisors, Inc. has been a Sugar partner and data integration expert for more than a decade. We can bridge your locally installed applications and databases with a Cloud solution, and even integrate through a firewall to meet the demands of your business.

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sugar integration
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Project Constellation: Sugar 12 License Conversions

SugarCRM introduced Project Constellation in March of 2022 to convert SugarCloud Professional and Enterprise customers to Sell Advanced and trade on-premises Professional licenses for Enterprise. Our customer success manager explains what this means and how it will affect both cloud and on-premises…

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[CLIP] Sugar Sell & Serve Enhancements in SugarCRM 11.3

Sugar's 11.3 release offered some sales-focused and service-focused enhancements in Sugar Sell and Sugar Serve. This clip from a recent user group highlights those changes.

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[CLIP] Calendar Enhancements in Sugar 11.3

What new things can you do with the latest calendar updates in Sugar? This quick clip from our user group shows you.

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Video

[CLIP] Studio & Admin Enhancements in Sugar 11.3

What does 11.3 offer in the way of better Studio and administration features? This clip from our recent user group explains.

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[CLIP] UI and UX enhancements in Sugar 11.3

How does the 11.3 release of SugarCRM improve user experience and user interface? This clip from our recent user group explains and shows you the new features in action with a live demo.

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[FULL RECORDING] What's New & Upcoming in SugarCRM?

Sugar’s version 11.3 release offered some new features and capabilities around UX/UI, studio and administration enhancements, calendar enhancements, and more. Sugar 12 comes with some BIG changes to licensing and pricing. We discuss both in this user group.

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Blog

Enhance your Sales Performance with Sugar Sell

Using Sugar Sell, your sales team can better understand prospects, while still automating their sales process along the way. Here are some tools within Sugar Sell that can benefit your sales team.

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Sugar Sell
Video

Sugar Version 11.1 and New(er) Support Portal Features

During this online user group discussion, our experts highlight some of the newer features of Sugar's support portal and the enhancements of the 11.1 release. Because SugarCRM was late releasing 11.1 and its notes, our team did not have time to install the new version for this user group --…

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Video

SugarPredict, Sugar Live, & Sugar Version 11: SugarCRM User Group

During this SugarCRM user group, our experts power through some key insights on SugarCRM's latest AI feature, SugarPredict, as well as Sugar Live and information about the version 11 releases across products.

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SugarCRM Product Roadmap_July 2020

During this special user group presentation, SugarCRM VP of Product Marketing, David Campbell, lays out which new features and functions SugarCRM has in store for the near term, mid-term, and long term.

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Sugar's New Product Suite: An Overview

In this online user group, our Sugar experts run over the three new offerings in Sugar's product suite, what they include, and how these changes affect new and current customers.

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