Advanced SugarCRM Onboarding to Guide Your Success

Successfully implementing SugarCRM starts with a thoughtful process. Migrating historical business data into SugarCRM, adding the custom objects crucial to your processes, and setting security protocols are all steps that can help you maximize the ROI of your investment. For even stronger analytical power, you may also integrate with supporting software solutions.

Technology Advisors has been a trusted SugarCRM partner for more than a decade. Our time-tested, strategic onboarding processes take all these factors into consideration for our Advanced implementation clients. We handle your custom fields, move your data, set up your core functions, and manage everything else you need to be successful with SugarCRM. The result is a streamlined, personalized solution that supports your long term business growth.

What do I Get with TAI Advanced Implementation?

Business Strategy & Tech Consulting

Training for all my Teams

Professional Setup for Key Automations

Custom Data Migration

Custom Objects

Integration Options

Compare Your Implementation Options

Our packages address marketing, sales, and services to successfully onboard your team to SugarCRM. Review the chart below to compare Advanced SugarCRM onboarding to our other options. Please contact our team for a personalized assessment and pricing estimate.

Feature

TAI Basic

TAI Advanced

TAI Enterprise

Requirements/Planning

CRM Blueprint

✔

✔

Requirements Documentation

✔

✔

Customer Journey Mapping

✔

Design Workshop

✔

Use Case Diagram

✔

Formal Use Cases

✔

Phased Approach

✔

CRM Strategic Plan

✔

Sales

360 Customer View

✔

✔

✔

Collaboration Tools

✔

✔

✔

Business Process Management (Workflow)

✔

✔

✔

Lead Management

✔

✔

✔

Opportunity Management

✔

✔

✔

Quoting

✔

✔

✔

Orders and Invoices

✔

✔

✔

Field Sales Management

✔

✔

Sales Forecasting

✔

✔

Contract Management

✔

✔

Product Management

✔

✔

✔

Document Flow Automation

✔

✔

Project Management

✔

✔

Mobile Sales

✔

✔

✔

Knowledge Management

✔

✔

Reporting

 Limited

✔

✔

Integration

 Limited

✔

Marketing

360 Customer View

✔

✔

✔

Segmentation

✔

✔

✔

Website Behavior

✔

✔

✔

Lead Management

✔

✔

✔

Trigger Campaigns

✔

✔

Personalized Email Marketing

✔

✔

Event Management

✔

✔

Reporting

 Limited

✔

✔

Social

✔

✔

✔

Service

Omnichannel Communications

✔

✔

Contact Center

✔

✔

Case Management

✔

✔

✔

Knowledge Management

✔

✔

✔

Service Catalogue

✔

✔

✔

Request Management

✔

✔

Problem Management

✔

✔

Change Management

✔

✔

Release Management

✔

✔

✔

Service Level Management

✔

✔

✔

Configuration Management

✔

✔

✔

Field Service

✔

Support Team Scheduling

✔

✔

What Customers Say About Us

Technology Advisors immerse themselves into your project. They go beyond to understand your current systems and what you are trying to achieve. They have extensive knowledge and experience, which they bring to each project.
Montelle DuChane, Haynes International, Inc.
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 CRM is second to none and together we are able to tackle many difficult software integrations to shape it 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
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