Whether you’re an existing customer or looking to switch to SugarCRM, Version 7 is a major release. Download the white paper on why, when, and how to get SugarCRM Version 7, and get a free upgrade assessment from Technology Advisors.
SugarCRM
SugarCRM enables businesses to create extraordinary customer relationships with the most innovative, flexible and affordable CRM solution on the market. The company places the individual at the center of its solution, coordinating the actions of customer-facing employees and empowering them with the right information at the right time to transform the customer experience.
Request a Free Trial
SugarCRM Demo
In this five minute video, our SugarCRM expert guides you through the screens, capabilities, & tools that make up SugarCRM, including:
- Homepage
- Navigation Bar
- Global Search
- Account Profile Screen
- Administrator Tools
- Customer Data
- Communication Capabilities
- Lead Conversion
- Emails
- Mobile App
- Managerial Capabilities
- Reports & Charts
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 customize. 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.
SugarCRM White Papers
CRM Time-to-Value
You’re considering a customer relationship management (CRM) system for your business, but you have reservations. Do you really need a CRM system? Will it take forever to install? Will anybody use it once you do? Will it work? How will your employees react to the changes CRM inevitably requires? Will it be worth the cost? How will success be measured?
5 Ways to Increase CRM Adoption Within Your Sales Staff
Sales managers usually have no problem grasping the value of CRM—it presents sales data in an easily digested format that allows managers to adjust programs, processes and people to optimize selling. For sales people, however, CRM is often viewed as a new burden, a hindrance and an example of the sales manager shifting his work on to them.
Case Studies
Keller-Heartt Company uses SugarCRM to Shine a Light on Their Sales Process
SugarCRM
Prior to their implementation of SugarCRM, Keller-Heartt had no formal customer relationship management (CRM) system in place. This put them at risk whenever a sales team member matriculated because they had no way to preserve historical company data.
Journeys International Uses SugarCRM to Take Their Customers on Amazing Adventures
SugarCRM
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.
SugarCRM, Act-On, & Custom Module Help Spinnaker Clarify Data
Act-On, SugarCRM
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.
3rd Party Add-Ons for SugarCRM
Act-On
Marketing Automation
Collabspot
Productivity Tools
Docusign
Content Management
Entrinsik Informer
Business Intelligence
Flexidocs
Content Management
IT Sapiens
Business Intelligence
Nubitalk
Support
ON24 Webcast Elite
Productivity Tools
Salesfusion
Marketing Automation
SierraCRM
Business Process Management
StarfishETL
Integration / Migration
SugarCRM Advanced Support Manager
Support
Tenfold
Productivity Tools
Viabl
Business Process Management
XperiDo
Content Management
Zendesk
Support