Your SugarCRM Implementation Options

The way your business runs is unique to your processes and strategies. Your CRM implementation should align with your business, not work against it. Technology Advisors crafted three approaches to SugarCRM implementation so you can select the option that best suits you. Whether you require minimal customizations and quick uptime, or a more hands-on approach, we can guide your SugarCRM onboarding to success.

Learn about our SugarCRM implementation options on the pages below. Our reps can walk you through your choices and help you assess which will be your best fit. Reach out today to start the conversation.

SugarCRM Basic Implementation

For customers doing smaller, simpler projects who want to quickly enable out of box features, Basic implementation is the ideal approach.

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SugarCRM Advanced Implementation

Customers who need to create custom objects or integration with other systems are best suited for Advanced implementation

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SugarCRM Enterprise Implementation

Larger organizations that have multiple roles, need complex security, require more complex onboarding, or have weakly defined processes are the best candidates for Enterprise implementation.

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Why Technology Advisors?

Selecting the right CRM for your business is the first step towards superior growth and scalability. The second step is onboarding in a way that helps you reap the benefits of that solution sooner. Technology Advisors has been a SugarCRM partner for over a decade. Our experience with the solution is vast. Our time-tested strategies are based on years of onboarding experience with thousands of customers. Let us make you our next SugarCRM success story.

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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Start Your SugarCRM Implementation with Confidence

Every business is different. Your CRM setup should be too. Connect with our team to choose the right implementation approach and get SugarCRM working for you.

SugarCRM Implementation

SugarCRM Implementation

Your SugarCRM Implementation Options

SugarCRM Basic Implementation

SugarCRM Advanced Implementation

SugarCRM Enterprise Implementation

Why Technology Advisors?

What Customers Say About Us

Start Your SugarCRM Implementation with Confidence

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