Advanced SugarCRM Onboarding to Guide Your Success

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.

Technology Advisors has been a trusted SugarCRM partner for more than a decade. Our time-tested, strategic onboarding processes take all these factors into consideration for our Advanced implementation clients. We handle your custom fields, move your data, set up your core functions, and manage everything else you need to be successful with SugarCRM. The result is a streamlined, personalized solution that supports your long term business growth.

What do I Get with TAI Advanced Implementation?

Business Strategy & Tech Consulting

Training for all my Teams

Professional Setup for Key Automations

Custom Data Migration

Custom Objects

Integration Options

Compare Your Implementation Options

Our packages address marketing, sales, and services to successfully onboard your team to SugarCRM. Review the chart below to compare Advanced SugarCRM onboarding to our other options. Please contact our team for a personalized assessment and pricing estimate.

Feature

TAI Basic

TAI Advanced

TAI Enterprise

Requirements/Planning

CRM Blueprint

✔

✔

Requirements Documentation

✔

✔

Customer Journey Mapping

✔

Design Workshop

✔

Use Case Diagram

✔

Formal Use Cases

✔

Phased Approach

✔

CRM Strategic Plan

✔

Sales

360 Customer View

✔

✔

✔

Collaboration Tools

✔

✔

✔

Business Process Management (Workflow)

✔

✔

✔

Lead Management

✔

✔

✔

Opportunity Management

✔

✔

✔

Quoting

✔

✔

✔

Orders and Invoices

✔

✔

✔

Field Sales Management

✔

✔

Sales Forecasting

✔

✔

Contract Management

✔

✔

Product Management

✔

✔

✔

Document Flow Automation

✔

✔

Project Management

✔

✔

Mobile Sales

✔

✔

✔

Knowledge Management

✔

✔

Reporting

 Limited

✔

✔

Integration

 Limited

✔

Marketing

360 Customer View

✔

✔

✔

Segmentation

✔

✔

✔

Website Behavior

✔

✔

✔

Lead Management

✔

✔

✔

Trigger Campaigns

✔

✔

Personalized Email Marketing

✔

✔

Event Management

✔

✔

Reporting

 Limited

✔

✔

Social

✔

✔

✔

Service

Omnichannel Communications

✔

✔

Contact Center

✔

✔

Case Management

✔

✔

✔

Knowledge Management

✔

✔

✔

Service Catalogue

✔

✔

✔

Request Management

✔

✔

Problem Management

✔

✔

Change Management

✔

✔

Release Management

✔

✔

✔

Service Level Management

✔

✔

✔

Configuration Management

✔

✔

✔

Field Service

✔

Support Team Scheduling

✔

✔

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
1
2
3
4
5
6
7
8

Need More Than the Basics? We’ve Got You Covered.

If your SugarCRM implementation involves custom fields, data migration, or integrations, our Advanced onboarding might be the perfect fit. Contact us today and we’ll help you confirm what you need.

CAPTCHA

More Related Content

SugarCRM
,
AI and Machine Learning
,
Software Selection
,
No Code

The Future of CRM with Clint Oram

June 2, 2025

In this episode, Steve and Sam are joined by special guest Clint Oram, who recently left SugarCRM after exactly 21 years.

The group explores the future of CRM, the transformative power of AI, and how technology is reshaping the way organizations think about customer relationships, system design, and collaboration.

Listen to the podcast
Podcast Mic
SugarCRM
,
How To

Investigating SugarCRM's "Action Required: Your SugarCloud Managed Storage" Email

September 29, 2022

SugarCRM recently started enforcing SugarCloud managed storage limits. When you get the "Action Required: Your SugarCloud Managed Storage" email from SugarCRM, you can choose to decrease your usage or purchase more storage space.

Continue reading
SugarCloud managed storage
SugarCRM

What is Sugar Identity for SugarCRM?

September 27, 2022

Sugar Identity for SugarCRM is a new cloud-based identity solution for all SugarCloud customers. The solution is based on industry standards that support single sign-on for the Sugar application. It’s managed via the SugarCloud settings console where you can create and manage user records and password requirements securely, as well as set up configuration settings for LDAP and SAML or Single Sign On.

Continue reading
sugar identity for SugarCRM
SugarCRM

[CLIP] Integration Enhancements in SugarCRM Version 12

May 13, 2022

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

Watch Video
SugarCRM

[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.

Watch Video