SugarCRM
Hear From a Customer
View this short video to see how our customer, Corvus Janitorial, describes their experience with SugarCRM.
Sugar Market
Sugar Market delivers end-to-end marketing features included in a single platform. With seven native integrations to leading CRMs, Sugar Market offers more ways to connect than any other marketing automation platform. Saavy marketers can use real-time syncing, embedded reporting, drillable dashboards, and full funnel management features to create an analytic powerhouse. Couple that with drag-and-drop landing page builders and an inuitive user interface for the most robust marketing automation bang for your buck!
Request a Demo
Sugar Market Data Sheet
How does Sugar Market fulfill and exceed your marketing automation expectations? Learn what this solution has to offer in this quick 2-page information sheet.
Sugar Sell
Utilize this award-winning salesforce automation solution for all your sales needs. Featuring Sugar's exclusive Hint intelligence, sales reps can instantly enrich data using insights from across the Web to fill in missing information about a customer or prospect. This powerful sales tool combines the power of BPM (business process management) mapping with visual task managers, no touch information management, and guided selling to create a feature-rich, scalable, and secure selling solution.
Request a Demo
Sugar Sell Data Sheet
What kind of sales empowerment can you expect with Sugar Sell? Check out this data sheet to learn about the key features and functions of this sales automation solution.
Sugar Serve
Sugar Serve is an intelligent CX platform that helps agents stay on top of case routing, case management, and customer satisfaction. Offering 60+ out-of-the-box reports and many out-of-the-box BPM features, Sugar Serve has everything a service agent needs to configure processes, check interaction histories, and analyze trends to build the ultimate customer experience.
Request a Demo
Sugar Serve Data Sheet
Check out this data sheet to learn more about Sugar Serve. What are the key features? How much does it cost? What can it help you accomplish?
Certifications
Technology Advisors is an Elite Partner of SugarCRM, the highest tier achievable in SugarCRM’s partner program. To attain this status, a partner must demonstrate continuous sales growth, advancement, and industry-leading expertise with the product. Technology Advisors does this by providing certified SugarCRM training, offering SugarCRM support, building customized modules for clients, and regularly educating customers on the product’s releases and uses via podcasts, webinars, emails, and social media.
We want our clients to understand the value of their CRM and use it to its full potential. That’s why we work so hard to stay current with our CRM offerings and the trends of the industry. We listen. We personalize. We stay with you.
Training Books
Administering SugarCRM
Administering SugarCRM, $49.99
Setting up your CRM to match your business processes can help you get the most out of your CRM investment and increase user buy-in. The administrator tools in SugarCRM make it easy to configure your SugarCRM environment to fit your needs. In Administering SugarCRM, learn how to use all of the administrator tools. Become empowered to create new fields, add custom modules, automate processes with workflows, and set up security rules. Endorsed by SugarCRM, it is the second in the CRM Foundation Series.
Getting Started with SugarCRM Version 7
Getting Started with SugarCRM Version 7, $19.99
Getting Started with SugarCRM Version 7 is a comprehensive guide for navigating the SugarCRM workspace. Following up on 2013’s Getting Started with SugarCRM Version 6.x, this updated eBook addresses the new user interface and features in Sugar 7. Readers will gain an in-depth understanding of Sugar’s sales, marketing, and support tools. Whether the end user is reading this as an introduction to SugarCRM or they are already familiar with the software, this guide will help cover their CRM role and responsibilities within their organization. Endorsed by SugarCRM, this is the third book in Technology Advisors’ CRM Foundation Series.
Case Studies
LabSource uses SugarCRM to Improve Sales Team Communication
Prior to their implementation of SugarCRM, LabSource had their data spread across 4 different databases. Each subsidiary’s sales team maintained their own records and often sold over each other, which put the relationships they had with their client base at risk.
SugarCRM, Act-On, & Custom Module Help Spinnaker Clarify Data
Outdated legacy applications like Oracle CRM inhibited the usability and flexibility of Spinnaker’s data. Oracle did not integrate with the company’s other products, so the legacy tool was little more than a rolodex for contacts and a loose collection of notes and follow-up items. Spinnaker decided to put together a team to engage in a full software selection process for a new solution.
Journeys International Uses SugarCRM to Take Their Customers on Amazing Adventures
As a family-owned and operated business, Journeys International prides themselves on delivering personalized, unique travel experiences to their clients. This meant understanding and representing their clients’ interests in a CRM tool, but the average CRM wasn’t built for such a unique use case. Journeys International needed XRM, not CRM.
3rd Party Add-Ons for SugarCRM
3CLogic
ActivePBX
Collabspot
Docusign
Flexidocs
HubSpot
IT Sapiens
Nubitalk
PandaDoc
Salesfusion
SierraCRM
StarfishETL
TrustSphere
