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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October 2018: Sugar New Releases and Upcoming Events
Our Sugar experts dive into the new releases and upcoming events related to Sugar during this User Group clip.
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Setting up & Using Act-On with Your SugarCRM [FULL RECORDING]
In this online user group discussion, we bring in Act-On experts to discuss the basics of setting up and using Act-On with SugarCRM
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Setting up Act-On with Sugar
In this clip, our guest Act-On host teaches us how to set up the integration between Sugar and Act-On
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Enabling Act-On Connectors and Dashboards in Sugar
In this User Group clip, our friends at Act-On show us how to enable connectors and dashboards inside SugarCRM
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Sugar’s Productivity Suite is Boosting Sales Velocity
SugarCRM recently introduced its Productivity Suite — a bundled offer combining the flagship Sugar Enterprise CRM with the Hint relationship intelligence tool and Customer Journey plug-in. The goal of uniting these products is to reduce the cost of sales, save time, and increase sales velocity. We’…
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Tips and Tricks for Working with Sugar Cloud
Megan Sheehan, our SugarCRM Trainer and Business Analyst, taught the audience tips and tricks for working with Sugar Cloud during the 2018 SugarCon event. Watch this short video to hear what she had to say!
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Building Robust Integrations in SugarCRM
Sugar Practice Manager, Justin Kuehlthau, had a few things to say about building robust integrations in SugarCRM. Check out his 5 minute lightning Talk from this year's SugarCON to hear his tips!
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Advanced Support Manager
Technology Advisors has assembled the Advanced Support Manager bundle to bring together enhancements to the customer support functionality that is built into Sugar. Check out this short video for an overview.
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Bionic CRM
Dreamforce 2018, Inform, CRM AI offerings, SugarCRM’s input on why they win deals.
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CRM Security Monitoring: Cloud CRM
SugarCRM expert Matt Kaseeska breaks down key security considerations for cloud CRMs.
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CRM Security Monitoring: Security Features
Our experts showcase CRM security features you may already have but under-utilize.
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How to Check the Number of Active Users in SugarCRM
Have you ever received this notification in SugarCRM: “Warning: User licenses exceeded by 1”? So, how can you check the number of active users in SugarCRM?
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How Suite It Is (For SugarCRM)
Accel KKR makes a 9 figure investment in SugarCRM. Some of the other potential compatible AKKR companies. Sugar’s redesign and re-architecture. Sugar’s one-clickedness. Mitch Lieberman‘s take on the investment and his advice, including going all in on the cloud. How the sales team needs to be more…
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SugarCRM User Group: Interesting Uses for Advanced Workflow [FULL RECORDING]
For our August 2018 SugarCRM User Group, our experts dive deeper into Advanced Workflow by demonstrating some interesting Workflow use cases and offering some tips for effective execution.
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Advanced Workflow: Updating Last Contact Date
Technology Advisors' SugarCRM experts show us how to use Advanced Workflow to document how often a contact is being reached out to by a someone in your organization.
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