SugarCRM
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 Resources
Case Studies
C&M Conveyor uses SugarCRM to put the order back in order management
Prior to their implementation of SugarCRM, C&M Conveyor had no formal customer relationship management (CRM) system in place and was considering a very complex CRM implementation using their ERP system.
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.
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.
3rd Party Add-Ons for SugarCRM
3CLogic
Act-On
Collabspot
Docusign
Flexidocs
IT Sapiens
Nubitalk
ON24 Webcast Elite
PandaDoc
Salesfusion
SierraCRM
StarfishETL
SugarCRM Advanced Support Manager
TrustSphere
Viabl
