For this guide, we have spoken with top industry experts and forward-thinking business leaders to capture their insights about the challenges of traditional CRM deployments and the keys to a successful implementation. We’ve included the questions to ask when evaluating solutions and some tips for getting started on the path to modern, game-changing CRM.
In this five minute video, our SugarCRM expert guides you through the screens, capabilities, & tools that make up SugarCRM, including:
- Navigation Bar
- Global Search
- Account Profile Screen
- Administrator Tools
- Customer Data
- Communication Capabilities
- Lead Conversion
- Mobile App
- Managerial Capabilities
- Reports & Charts
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.
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.
The CRM Buyer's Guide for Manufacturing
It's Not Me. It's You.
While many CRM systems are sold via a subscription model, customers of Salesforce often pay significantly more than the quoted monthly subscription fee due to hidden fees and other limitations that can increase the total cost of ownership.
Customer Journey Plug-in
This journey covers the entire lifecycle of success from discovery, evaluation, purchase, upsell, and, for subscription models - renewals. This involves a company-wide strategy in building out the best set of processes covering each stage of the customer’s journey
The Game-Changers Guide to CRM
A modern CRM solution will help you capture relevant insights about your customers and, as importantly, share those insights with the employees who can act on them to deliver positive experiences. Today’s CRM systems also can drive significant improvements in productivity and open up new opportunities for business growth.
Hint gives back to every user the proper time to focus on the human elements of customer relationships while Hint does the behind the scenes work of gathering data and telling your team something they didn’t already know – a broad profile of information you didn’t know existed, and it provides that information in a timely manner:
The Essential Guide to CRM
Increased competition and more discerning customers put more pressure on businesses to get more out of their CRM system — and quickly. CRM technology has evolved to the point where it’s delivering clear value to the top line, in the form of increased revenue, and the bottom line, stemming from increased productivity and more efficient workflows.
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.
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.
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.