Sugar Integration to Scale for Success

SugarCRM's solution suite enables key functions for marketing, sales, and customer service. With Sugar Sell, Serve, and Market, all that data works together to complete data sets and automate redundancies. However, if outlying data from ERP, sales interactions, and other contact points is missing, the benefits are not fully realized. Integrate SugarCRM to strengthen analytic insights and streamline your scalability and success.

Sugar Integration Use Cases

Sugar Sell + ERP

Unite your Sugar data with your ERP data to simplify customer billing, create more complete customer profiles, and eliminate duplicate data entry.

Sugar Sell + Email

Help your sales teams stay on top of their communication by using Sugar Sell and email integration to streamline the process.

Sugar Market + Social Media

Track your metrics and view contact engagement insights in Sugar when you integrate it with Twitter or Facebook.

Sugar Sell + eCommerce

Keep better track of invoices, order histories, and abandoned carts by connecting Sugar with your eCommerce solution.

Sugar Serve + SurveyMonkey

Monitor customer sentiment and use feedback to build better CX when you integrate Sugar Serve with SurveyMonkey.

Sugar Sell + Marketing Automation

Reveal crucial marketing metrics and build segmented lists through shared data between your marketing automation solution and Sugar Sell.

Why Let TAI Integrate Sugar for You?

Technology Advisors, Inc. has been a Sugar partner and data integration expert for more than a decade. Our teams understand that every integration project is different, with its own nuances and needs. We use our proprietary integration software to adapt to those needs – transferring custom fields and functions, simplifying data access, and maintaining data integrity along the way. 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.

What Customers Say About Us

Before Creatio, measuring and tracking KPIs and metrics was cumbersome due to the multitude of different systems. However, Creatio now enables us to analyze data effortlessly through dashboards, making it simple and greatly appreciated by managers for its ease of access to the necessary information.

Sam Mariani CRM Administrator at Cornerstone Bank

Having all this information in one place, where we can easily access individual responses, heat maps, and various types of data, is a valuable addition to our core need, which was CRM. Creatio offers exceptional marketing capabilities that are user-friendly, making it an excellent solution addressing one of our business needs, which we weren't expecting looking for a CRM tool.

Sam Mariani, CRM Administrator at Cornerstone Bank

Over the past year, following the implementation of Creatio, our associates have entered an impressive 93,000 customer notes into the system. This substantial volume of valuable data empowers us to significantly enhance our customer service.

Sam Mariani

Incredibly impressed by their competency to solve our problem and also think future. TAI was able to show that spending more for a cloud implementation was not necessary and in this instance, rebuilding on the LAN was certainly better than replacing with another product.

Dennis F., National Bureau of Property Administration

They are a complete package. Every member of this team is of high caliber and the whole team is well organized. Their response to feedback is superior to any third-party vendor I have worked with.

Brian M., Keller-Heartt

Technology Advisors immerse themselves into your project. They go beyond to understand your current systems and what you are trying to achieve. They have extensive knowledge and experience, which they bring to each project.

Montelle D., Haynes International, Inc.

Technology Advisors has helped us to transform our data from one CRM to another without any interruption. They have helped us every step of the way to successfully integrate to fit our business needs.

Brianna S., Burrus Seed

I have worked with TAI for over 15 yrs. with my past two organizations and look forward to continuing our relationship for many years to come. Working with TAI has proven to be a one stop shop for my organization from all phases of CRM support and technology review to quality and cost analysis and product review. This has ensured we have had the latest technology at a fair price for our organization with amazing support from TAI.

Linda S., Recept Pharmacy

Sugar Integration Using StarfishETL

StarfishETL is a low code iPaaS (integration platform as a service) solution built for integrating data between business systems. Consistently ranked as a high performer by G2, StarfishETL continues to challenge industry competitors and expand its market share. The solution is dynamic and can easily accommodate custom fields and functions. StarfishETL offers the flexibility and scalability to integrate Sugar Sell/Market/Serve with your supporting software mix.

Accolades for StarfishETL

G2 easiest to do business with mid market spring 2023

G2 high performer mid market spring 2023

G2 high-performer small business spring 2023

G2 easiest to do business with small business spring 2023

Connect SugarCRM to the Tools That Drive Your Business

Ready to unify your data and boost efficiency? Contact us today to start planning your SugarCRM integration and unlock deeper insights across your systems.