SugarCRM Use Cases

Complete Solution
Data Intelligence
Time-Sensitive Analysis
Customer Journey Tracking

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.


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.

Download the Report

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.

SugarCRM Implementation

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.

SugarCRM Training

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.

SugarCRM Support

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.

Customizing Sugar

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.

Read the Case Study

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.

Read the Case Study

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.

Sugar Sell

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

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

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

Sugar Messaging

SMS messaging enablement tool

Sugar Hint

Powerful relationship intelligence

Sugar Discover

Predictive revenue analytics tool

Sugar Connect

Easy email & calendar integration

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

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Our SugarCRM Customers

kenan advantage
wabash national
time manufacturing