Simple Onboarding with Results That Are Anything But

Just because your onboarding project is basic doesn’t mean it’s unimportant. At Technology Advisors Inc. we treat every implementation with superior attention to detail, personalized support, and thoughtful planning. SugarCRM basic onboarding sets up your Sugar instance out-of-the-box. It’s best suited for businesses with smaller teams who want an uncomplicated, streamlined implementation for their Sugar solutions. The approach is simple, but your results will be anything but.

What do I Get with TAI Basic Implementation?

Business Strategy & Tech Consulting

Training for all my Teams

Professional Setup for Key Automations

Custom Data Migration

Compare Your Onboarding Options

Review the chart below to better understand the differences between our Basic SugarCRM implementation and our other options. Packages are designed to address marketing, sales, and services functions. 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

Before Creatio, measuring and tracking KPIs and metrics was cumbersome due to the multitude of different systems. However, Creatio now enables us to analyze data effortlessly through dashboards, making it simple and greatly appreciated by managers for its ease of access to the necessary information.

Sam Mariani CRM Administrator at Cornerstone Bank

Having all this information in one place, where we can easily access individual responses, heat maps, and various types of data, is a valuable addition to our core need, which was CRM. Creatio offers exceptional marketing capabilities that are user-friendly, making it an excellent solution addressing one of our business needs, which we weren't expecting looking for a CRM tool.

Sam Mariani, CRM Administrator at Cornerstone Bank

Over the past year, following the implementation of Creatio, our associates have entered an impressive 93,000 customer notes into the system. This substantial volume of valuable data empowers us to significantly enhance our customer service.

Sam Mariani

Incredibly impressed by their competency to solve our problem and also think future. TAI was able to show that spending more for a cloud implementation was not necessary and in this instance, rebuilding on the LAN was certainly better than replacing with another product.

Dennis F., National Bureau of Property Administration

They are a complete package. Every member of this team is of high caliber and the whole team is well organized. Their response to feedback is superior to any third-party vendor I have worked with.

Brian M., Keller-Heartt

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 D., 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 S., 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 S., Recept Pharmacy

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Not Sure if Basic is the Right Fit? Let’s Talk.

We’ll help you decide if SugarCRM Basic Implementation meets your needs—or guide you to a better option. Reach out today to start the conversation.

SugarCRM Basic Implementation

SugarCRM Basic Implementation

Simple Onboarding with Results That Are Anything But

What do I Get with TAI Basic Implementation?

Business Strategy & Tech Consulting

Training for all my Teams

Professional Setup for Key Automations

Custom Data Migration

Compare Your Onboarding Options

What Customers Say About Us

Not Sure if Basic is the Right Fit? Let’s Talk.

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