SugarCRM

Solution

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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[CLIP] Integration Enhancements in SugarCRM Version 12

May 13, 2022

Learn about the new integration enhancements within SugarCRM Version 12 updates.

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[CLIP] Sugar Sell & Serve Enhancements in SugarCRM Version 12

May 13, 2022

Learn about Sugar Sell and Sugar Serve enhancements within the SugarCRM Version 12 updates.

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[CLIP] UI/UX and Administrative Enhancements in Sugar Version 12

May 13, 2022

Learn about UI/UX and Administrative Enhancements in SugarCRM Version 12 via this clip.

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[FULL RECORDING] SugarCRM User Group Version 12 Updates

May 12, 2022

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!

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Blog

Utilizing the Doc Merge feature of SugarCRM

April 18, 2022

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

April 13, 2022

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

April 7, 2022

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

March 31, 2022

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

March 30, 2022

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] Calendar Enhancements in Sugar 11.3

March 30, 2022

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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[CLIP] Studio & Admin Enhancements in Sugar 11.3

March 30, 2022

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

March 30, 2022

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?

March 30, 2022

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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Supercharging SugarCRM Part 2: Sugar Hint

March 28, 2022

In part two of our three-part series on SugarCRM add-ons, we’re highlighting Sugar’s intelligent data enrichment tool, Sugar Hint. Sugar Hint uses artificial intelligent to provide insight on your accounts, contacts, or leads by pulling external information from social media, company details,…

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Supercharging SugarCRM Part 1: The Customer Journey Add-On

March 18, 2022

Within this series, users will gain insight on three different add-ons they can add to their Sugar CRM platform. These add-ons not only help you boost your overall CRM ROI, but they can also help you identify areas where you can improve your customer engagement and make more efficient and effective…

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