Sugar Integration to Scale for Success

SugarCRM's solution suite enables key functions for marketing, sales, and customer service. With Sugar Sell, Serve, and Market, all that data works together to complete data sets and automate redundancies. However, if outlying data from ERP, sales interactions, and other contact points is missing, the benefits are not fully realized. Integrate SugarCRM to strengthen analytic insights and streamline your scalability and success.

Sugar Integration Use Cases

Sugar Sell + ERP

Unite your Sugar data with your ERP data to simplify customer billing, create more complete customer profiles, and eliminate duplicate data entry.

Sugar Sell + Email

Help your sales teams stay on top of their communication by using Sugar Sell and email integration to streamline the process.

Sugar Market + Social Media

Track your metrics and view contact engagement insights in Sugar when you integrate it with Twitter or Facebook.

Sugar Sell + eCommerce

Keep better track of invoices, order histories, and abandoned carts by connecting Sugar with your eCommerce solution.

Sugar Serve + SurveyMonkey

Monitor customer sentiment and use feedback to build better CX when you integrate Sugar Serve with SurveyMonkey.

Sugar Sell + Marketing Automation

Reveal crucial marketing metrics and build segmented lists through shared data between your marketing automation solution and Sugar Sell.

Why Let TAI Integrate Sugar for You?

Technology Advisors, Inc. has been a Sugar partner and data integration expert for more than a decade. Our teams understand that every integration project is different, with its own nuances and needs. We use our proprietary integration software to adapt to those needs – transferring custom fields and functions, simplifying data access, and maintaining data integrity along the way. We can bridge your locally installed applications and databases with a Cloud solution, and even integrate through a firewall to meet the demands of your business.

What Customers Say About Us

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 Sibley, 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 Stanko, Recept Pharmacy

We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of SugarCRM is second to none and together we are able to tackle many difficult software integrations to shape Sugar to best fit our needs.

Jean-Paul Lupori, Captive Resources, LLC

One of the things that stood out from the start was the transparency and the helpfulness of being able to guide us along the paths that were the best for us. Technology Advisors always did their best to make sure that we are on the same page with all the new ideas and initiatives that we come up with.

Tim Ryan, Hershey's Ice Cream

Throughout the past 4 years, TAI has not only become an extension of our team, but a crucial asset. We truly appreciate their attention to detail & their ability to bring our out-of-the-box CRM needs to fruition.

Tara Cowling, AEM

We’ve been working with Technology Advisors for over 3 years. With their guidance, we’ve been able to innovate and create business processes that enable us to be more efficient with our time and money.

Dan Johnson, BASYS

We have partnered with Technology Advisors for the past six years and consider them an essential part of our team. From complicated migrations between CRMs to custom development to marketing automation support, they consistently deliver nothing short of the highest standard work product and remain caring and communicative throughout. We couldn't ask for more from TAI!

Tanja LeMotte, Corvus Holdings, LLC

Technology Advisors has been at the heart of our CRM program’s success. If you can articulate your vision for how to leverage CRM to support rapid sales growth, the Technology Advisors team will make it happen quickly and in a manner which your organization can easily embrace. Kudos!

Todd Olson, Amsted Rail