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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SugarCRM Training
Video

[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

Supercharging SugarCRM Part 2: Sugar Hint

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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Blog

Supercharging SugarCRM Part 1: The Customer Journey Add-On

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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Video

TAI Helps ComplyNet Bolster CX with Sugar Serve

Watch this short video to learn how TAI helped our automotive compliance customer, ComplyNet, deliver stronger CX with Sugar Serve

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Press Release

Corvus Janitorial Recognized as 2021 SugarCRM Customer of the Year

Technology Advisors Inc. (TAI), a digital transformation firm and CRM consultancy, is delighted to announce its customer, Corvus Janitorial Systems, was named Customer of the Year in SugarCRM’s 2021 Customer Breakthrough Awards.

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How Technology Advisors Uses Sugar Serve For Customer Support

In this video, we walk you through how our team uses the features and functions of Sugar Serve to better support our customers. Check this out to view the real-world use case for this application.

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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

Xpertdoc Document Generation Demo

View this quick demo of Xpertdoc inside SugarCRM to get a feel for what this document automation solution can do!

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Document Generation & Automation with Xpertdoc

Document automation streamlines sales, eliminates manual data entry errors, and helps keep quotes, contracts, and other assets accurate. Xpertdoc document generation and automation works with SugarCRM, Dynamics, and Salesforce right out-of-the-box. During this quick presentation we learn the…

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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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Podcast

CRM Millions and Billions

Creatio raises $68 million, HubSpot goes enterprise, Sugar’s HD-CX, AWS and AI, Salesforce eyes $50 billion in five years.

Creatio’s first ever funding announcement video

Rich Green’s Deep Learning & Time video

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Creatio vs. SugarCRM: Mobile

In this segment of our comparison, we look at Creatio and SugarCRM's mobile applications.

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Creatio vs. SugarCRM: Workflows

In this clip, we view the differences between how Creatio and SugarCRM display and handle Workflows.

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Creatio vs. SugarCRM: Filtering & List Views

During this portion of our comparison webinar, Megan and Justin compare SugarCRM and Creatio's Filtering and List Views.

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Creatio vs. SugarCRM: Opportunities

In this clip from our comparison webinar, Justin and Megan highlight the differences between Creatio and SugarCRM's Opportunities.

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