SugarCRM Use Cases
We Don't "Do" Transactional Sales
As an Advanced SugarCRM partner, Technology Advisors is in it for the long haul. We listen to your goals, work with you to move over your data, integrate any additional systems, customize fields and functions, and provide support and educational experiences. Our relationships aren't transactional, they're ongoing, because when you invest in a software solution, that's the experience you deserve.
2021 CRM AND SALES IMPACT REPORT
In this comprehensive report, SugarCRM interviewed 1,000 sales professionals to uncover the factors that are both driving and stalling revenue & customer engagement. The report looks at the cost of churn, the impact of AI on the sales process, and more. Click the button to download your copy today.
Our SugarCRM Services
Technology Advisors offers a variety of SugarCRM services. Our most popular services are listed below. If you're curious about other SugarCRM services, please contact us to discuss.
Technology Advisors implements your SugarCRM instance quickly and effectively. We use an agile methodology to schedule sprints, manage your progress, document change requests, and keep you on track with your go-live date.
Technology Advisors' experts are certified with SugarCRM and have helped many businesses just like yours successfully onboard their teams. We offer training for various roles within Sugar, such as Administrators, Sales, and Services. Visit our training page for more information.
All TAI customers receive free technical support for SugarCRM. However, depending on the complexity of your SugarCRM implementation, you may desire to add-on to your support package. Visit our support page to learn more about what's available to you through TAI.
Migrating to Sugar
Migrating from another CRM or Excel file to Sugar? TAI can help you prepare your data and migrate it seamlessly to your Sugar instance. Have custom fields? No problem. Need to migrate from a legacy application? We can handle it.
Integrating With Sugar
Want to connect your Sugar instance to one or more business solutions? We're expert integrators. TAI will integrate your solutions, including custom fields and functions, so you won't miss a beat.
SugarCRM is an incredible solution, but that doesn't mean it fits every single criteria for your particular business. We can customize your Sugar instance to reflect the fields and functions specific to your process and reporting needs.
A SugarCRM Success Story: LabSource
Prior to their implementation of SugarCRM, LabSource had their data spread across 4 different databases. Each subsidiary’s sales team maintained their own records and often sold over each other, which put the relationships they had with their client base at risk. After reviewing their current situation, Technology Advisors (TAI) recommended the solution, which they then used to house all the data formally spread across their disparate systems.
A SugarCRM Success Story: Journeys International
Prior to its implementation of SugarCRM, Journeys International had a “good database,” said Robin Weber Pollak, the President of Journeys International, “but we didn’t have a ‘formal’ customer relationship management (CRM) system.” In order to scale the business while preserving the personal touch with which its customers have grown
accustomed - and on which the brand depends - Journeys International sought a highly flexible solution that had incredible automation and reporting capabilities.
TAI Helps ComplyNet Bolster CX with Sugar Serve
Watch this short video to learn how TAI helped our automotive compliance customer, ComplyNet, deliver stronger CX with Sugar Serve.
Utilize this award-winning salesforce automation solution for all your sales needs. Featuring Sugar's exclusive Hint intelligence, sales reps can instantly enrich data using insights from across the Web to fill in missing information about a customer or prospect. This powerful sales tool combines the power of BPM (business process management) and customer journey mapping with visual task managers, no touch information management, and guided selling to create a feature-rich, scalable, and secure selling solution.
Sugar Market delivers end-to-end marketing features included in a single platform. With seven native integrations to leading CRMs, Sugar Market offers more ways to connect than any other marketing automation platform. Savvy marketers can use real-time syncing, embedded reporting, drillable dashboards, and full funnel management features to create an analytic powerhouse. Couple that with drag-and-drop landing page builders and an intuitive user interface for the most robust marketing automation bang for your buck!
Sugar Serve is an intelligent CX platform that helps agents stay on top of case routing, case management, and customer satisfaction. Offering 60+ out-of-the-box reports and many out-of-the-box BPM features, Sugar Serve has everything a service agent needs to configure processes, check interaction histories, and analyze trends to build the ultimate customer experience.
Other Popular Sugar Products
SMS messaging enablement tool
Powerful relationship intelligence
Predictive revenue analytics tool
Easy email & calendar integration
What Customers Say About Us
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