Full-Service SugarCRM Implementation to Fuel Your Enterprise

Large organizations are complex webs of people, processes, and intertangled data. Aligning departments through analytics, shared business intelligence, and standardized procedures are all essential. To stay ahead of the competition, your data assets must be managed efficiently and with minimum interference.

Technology Advisors recognizes the importance of a streamlined software implementation, which is why we crafted an Enterprise-specific SugarCRM onboarding approach. We execute all the major aspects of your SugarCRM implementation such as migrating data, configuring custom fields, automating to your processes, and integrating your SugarCRM with supporting solutions. With 32+ years of CRM implementation experience and an approach built on strategic project management, we can streamline your SugarCRM implementation and help you benefit from its adoption sooner.

What do I Get with TAI Enterprise Implementation?

Business Strategy & Tech Consulting

Training for all my Teams

Professional Setup for Key Automations

Custom Data Migration

Custom Coding

Integration Options

Personalized Development

Industry-Specific Best Practices

Compare Your Implementation Options

We’ve crafted a specialized approach for marketing, sales, and services to successfully onboard onto SugarCRM. Review the chart below to learn how our Enterprise onboarding differs from other packages. Please contact our team for a personalized assessment and pricing estimate.


TAI Basic

TAI Advanced

TAI Enterprise


CRM Blueprint

Requirements Documentation

Customer Journey Mapping

Design Workshop

Use Case Diagram

Formal Use Cases

Phased Approach

CRM Strategic Plan


360 Customer View

Collaboration Tools

Business Process Management (Workflow)

Lead Management

Opportunity Management


Orders and Invoices

Field Sales Management

Sales Forecasting

Contract Management

Product Management

Document Flow Automation

Project Management

Mobile Sales

Knowledge Management






360 Customer View


Website Behavior

Lead Management

Trigger Campaigns

Personalized Email Marketing

Event Management





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

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
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 L., 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 R., 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 C., AEM