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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What's New in Sugar 7 - Searching & Filtering
SugarCRM version 7.0 introduces a variety of changes in how users can search for information in the system. Searching features are changed at every level in the system.
Continue readingWhat’s New in Sugar 7 – ListView Layout
Our series on the changes that you can expect to see when you upgrade to version 7 of SugarCRM continues with this post about the ListView layout.
Continue readingWhat’s New in Sugar 7 - Activity Stream
Activity stream has been enhanced to enable it to serve as a social collaboration tool among users. By creating custom posts, users can have conversations around data in the system. The activity stream will continue to auto-generate posts about system activity, such as creation of records and…
Continue readingWhat’s New in Sugar 7 – Dashboard Enhancements
The existing dashboard functionality from SugarCRM versions 6.x has been enhanced in version 7.0 by expanding dashboards throughout the system and introducing new dashlets. Dashboards are now available not only on the homepage but also at module and record levels. Different dashlet tools exist at…
Continue readingWhat's New in Sugar 7
SugarCRM released version 7.1 this week, and existing On Demand customers are now eligible to begin upgrading to version 7. Version 7, which has been available to new customers for about a month, includes a number of significant enhancements as well as substantial changes to the user interface. As…
Continue readingWhy to Integrate a Third Party Marketing Tool with SugarCRM
In recent posts we have been reviewing how to use the marketing features that are built into SugarCRM. Today we will look at third party marketing tools and how to determine if you should be using one.
Continue readingTracking the Results of Email Campaigns in SugarCRM
Once you have sent your email campaign message, you will want to track the success of your message. Open your campaign in SugarCRM and click the “View Status” button in the upper right corner of the screen.
Continue readingCreating Email Campaigns & Campaign Messages in SugarCRM
To send out an email campaign using SugarCRM’s Campaigns module, first create one or more target lists to identify the recipients of your message. Then, within the Campaigns module, use either the wizard or classic create method to create a new Campaign.
Creating Email Marketing Lists in SugarCRM
If you want to use SugarCRM’s email marketing features, the first step is to create Target Lists containing all of the people you would like to receive your email. You can use the built-in querying tools of SugarCRM – search and reports – to identify your recipients by any characteristics stored in…
Continue readingSugarCRM Import Wizard: 4 Best Practices to Help You Import Data Successfully
The SugarCRM Import wizard will walk you through the steps to import your data into SugarCRM. These best practices can help you navigate the potential pitfalls and achieve successful results.
Continue readingSugarCRM History Subpanel: Save Time When Reviewing History
One of my favorite lesser-known features of SugarCRM is the “View Summary” command on the History subpanel used through SugarCRM. The History subpanel shows all notes, emails, and completed activities related to a record.
Continue readingCreating Flexible Reports with Run-Time Filters in SugarCRM
This is a follow-up to our previous post on SugarCRM Report Filters, which was an overview of using filters when creating custom SugarCRM reports. In this post, we will focus specifically on run-time filters and how they can be used to make your reports even more powerful.
Continue readingSugarCRM Cases: Tracking Customer Support Requests Inside Your CRM System
SugarCRM includes several customer service components, with the SugarCRM Cases module being the most widely used.
Continue readingSugarCRM Calendar Functionality: Accessing and Using Your SugarCRM Calendar
Did you know that SugarCRM includes a Calendar module? For users who organize their day by appointments and meetings, the SugarCRM Calendar module can be very useful for keeping track of time commitments, while users who organize their day around tasks may find dashboards to be more useful.
Continue readingImport Data Using the Sugar Import Wizard
Sometimes, you need to add a group of records into your CRM database. SugarCRM includes an Import Wizard to help you correctly and easily import a list of records. This post shows how to import data using the sugar import wizard.
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