SugarCRM
SugarCRM
Sugar empowers businesses to create customers for life with the world’s first no-touch, time-aware customer experience (CX) platform. Technology Advisors is an Elite Partner of SugarCRM, the highest tier achievable in SugarCRM’s partner program.
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SugarCRM Migration
The ability to migrate to Sugar Sell, Market, or Serve quickly is crucial for minimizing downtime for your business.
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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 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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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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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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SugarCRM Support
Technology Advisors provides SugarCRM support options for every need and budget. We take issue resolution, bug fixes, and other unexpected hiccups to task, fortifying your ROI and creating happier users long-term.
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SugarCRM Training
Technology Advisors, a SugarCRM Certified Learning Partner, offers comprehensive, hands-on SugarCRM training for end users, administrators, marketing, and sales.
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The Best Ways to Improve CRM Adoption
60% of all businesses have poor CRM adoption. If this sounds like your current situation, the good news is you’re not alone. The bad news?
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Investigating SugarCRM's "Action Required: Your SugarCloud Managed Storage" Email
SugarCRM recently started enforcing SugarCloud managed storage limits. When you get the "Action Required: Your SugarCloud Managed Storage" email from SugarCRM, you can choose to decrease your usage or purchase more storage space.
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What is Sugar Identity for SugarCRM?
Sugar Identity for SugarCRM is a new cloud-based identity solution for all SugarCloud customers. The solution is based on industry standards that support single sign-on for the Sugar application. It’s managed via the SugarCloud settings console where you can create and manage user records and…
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[CLIP] Integration Enhancements in SugarCRM Version 12
Learn about the new integration enhancements within SugarCRM Version 12 updates.
Continue reading[CLIP] Sugar Sell & Serve Enhancements in SugarCRM Version 12
Learn about Sugar Sell and Sugar Serve enhancements within the SugarCRM Version 12 updates.
Continue reading[CLIP] UI/UX and Administrative Enhancements in Sugar Version 12
Learn about UI/UX and Administrative Enhancements in SugarCRM Version 12 via this clip.
Continue reading[FULL RECORDING] SugarCRM User Group Version 12 Updates
Learn about the newest additions to Sugar’s version 12 release! What changed between version 11.3 and this version? What do the version 12 changes mean for on-premises users? Watch now to learn more!
Continue readingUtilizing the Doc Merge feature of SugarCRM
You create and design your own custom templates, and using Doc Merge, you can create individual or multiple documents within minutes. This powerful feature will save you time producing common documents within Sugar while linking these documents to Sugar records for future reference.
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Resolving Common Issues with the SugarCRM Outlook Plug-in
The SugarCRM Outlook Plug-in is a free tool you can downloaded from your instance of SugarCRM. This plug-in allows you to sync emails, meetings, calls or tasks to your instance of SugarCRM either manually or automatically.
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Supercharging SugarCRM Part 3: SugarPredict
In part three of our series on enhancing SugarCRM using add-ons, we’re discussing how using SugarPredict offers deeper insight on the data you are currently storing within your CRM. This add-on helps sales and marketing teams define their goals and create more accurate predictions about leads and…
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Sugar’s Project Constellation: New Sell Editions Updates
SugarCRM has accelerated updates to its product suite in the past few years. In 2019 the company made waves by introducing Sugar Sell, Serve, and Market. Now they’re shaking things up yet again.
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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…
Continue reading[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.
Continue reading[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.
Continue reading[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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