Full-Service SugarCRM Implementation to Fuel Your Enterprise

Large organizations are complex webs of people, processes, and intertangled data. Aligning departments through analytics, shared business intelligence, and standardized procedures are all essential. To stay ahead of the competition, your data assets must be managed efficiently and with minimum interference.

Technology Advisors recognizes the importance of a streamlined software implementation, which is why we crafted an Enterprise-specific SugarCRM onboarding approach. We execute all the major aspects of your SugarCRM implementation such as migrating data, configuring custom fields, automating to your processes, and integrating your SugarCRM with supporting solutions. With 32+ years of CRM implementation experience and an approach built on strategic project management, we can streamline your SugarCRM implementation and help you benefit from its adoption sooner.

What do I Get with TAI Enterprise Implementation?

Business Strategy & Tech Consulting

Training for all my Teams

Professional Setup for Key Automations

Custom Data Migration

Custom Coding

Integration Options

Personalized Development

Industry-Specific Best Practices

Compare Your Implementation Options

We’ve crafted a specialized approach for marketing, sales, and services to successfully onboard onto SugarCRM. Review the chart below to learn how our Enterprise onboarding differs from other packages. 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
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5
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Managing a Complex Rollout? We’re Here to Help.

Enterprise implementations require experience and precision. Let’s talk about how our strategic approach can simplify your SugarCRM rollout and support your organization’s long-term success.

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