Your SugarCRM Implementation Options
The way your business runs is unique to your processes and strategies. Your CRM implementation should align with your business, not work against it. Technology Advisors crafted three approaches to SugarCRM implementation so you can select the option that best suits you. Whether you require minimal customizations and quick uptime, or a more hands-on approach, we can guide your SugarCRM onboarding to success.
Learn about our SugarCRM implementation options on the pages below. Our reps can walk you through your choices and help you assess which will be your best fit. Reach out today to start the conversation.
SugarCRM Basic Implementation
For customers doing smaller, simpler projects who want to quickly enable out of box features, Basic implementation is the ideal approach.
SugarCRM Advanced Implementation
Customers who need to create custom objects or integration with other systems are best suited for Advanced implementation
SugarCRM Enterprise Implementation
Larger organizations that have multiple roles, need complex security, require more complex onboarding, or have weakly defined processes are the best candidates for Enterprise implementation.
Why Technology Advisors?
Selecting the right CRM for your business is the first step towards superior growth and scalability. The second step is onboarding in a way that helps you reap the benefits of that solution sooner. Technology Advisors has been a SugarCRM partner for over a decade. Our experience with the solution is vast. Our time-tested strategies are based on years of onboarding experience with thousands of customers. Let us make you our next SugarCRM success story.
What Customers Say About Us
More Related Content
[CLIP] How Banks & Credit Unions are Overcoming CRM Challenges
In this clip from our panel interview of banking and credit union customers, we asked Ent Credit Union, Cornerstone Bank, and Consumers Credit Union about the challenges they faced when adopting CRM. What were the internal blockades? What were the technical challenges? What advantages are they seeing now? How are they keeping their teams engaged with CRM? Watch this short video to hear their takes.
Watch Video
How to Get Started with No Code CRM
This clip from our recent webinar briefly highlights the two main components of getting started with a no code CRM: planning how you're going to use a system, choosing the right one for your goals, and implementing in phases based on business priorities.
Watch Video
4 Ways to use Hospitality CRM to Beat out Airbnb
Airbnb is pulling in massive quantities of data through booking, search inquiries, and reviews. To beat them out, hospitality groups will need a fierce data strategy of their own. Here are four ways hospitality can use CRM to beat out Airbnb.
CRM Risk Analysis & Management
Every software project has risks, but performing risk analysis for your CRM project helps identify threats that could prevent you from successfully reaching your objectives. In this video, we’ll explain the types of risk analysis, how to avoid risk, and the most common risk management strategies.
Watch Video
Investigating SugarCRM's "Action Required: Your SugarCloud Managed Storage" Email
SugarCRM recently started enforcing SugarCloud managed storage limits. When you get the "Action Required: Your SugarCloud Managed Storage" email from SugarCRM, you can choose to decrease your usage or purchase more storage space.
Continue reading