Sugar Serve

Service

SugarCRM Enterprise Implementation

Technology Advisors recognizes the importance of a streamlined software implementation, which is why we crafted an Enterprise-specific SugarCRM onboarding approach.

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sugar enterprise implementation
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SugarCRM Advanced Implementation

Successfully implementing SugarCRM starts with a thoughtful process. Migrating historical business data into SugarCRM, adding the custom objects crucial to your processes, and setting security protocols are all steps that can help you maximize the ROI of your investment. For even stronger analytical power, you may also integrate with supporting software solutions.

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SugarCRM advanced onboarding
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SugarCRM Basic Implementation

At Technology Advisors Inc. we treat every implementation with superior attention to detail, personalized support, and thoughtful planning. SugarCRM basic onboarding is best suited for businesses with smaller teams who want an uncomplicated, streamlined implementation.

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sugar basic implementation
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SugarCRM Implementation

Our time-tested strategies are based on years of onboarding experience with thousands of customers. Let us make you our next SugarCRM success story.

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SugarCRM onboarding
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Sugar Integration

Technology Advisors, Inc. has been a Sugar partner and data integration expert for more than a decade. We can bridge your locally installed applications and databases with a Cloud solution, and even integrate through a firewall to meet the demands of your business.

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sugar integration
Video

[CLIP] Sugar Sell & Serve Enhancements in SugarCRM 11.3

March 30, 2022

Sugar's 11.3 release offered some sales-focused and service-focused enhancements in Sugar Sell and Sugar Serve. This clip from a recent user group highlights those changes.

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Video

[CLIP] Calendar Enhancements in Sugar 11.3

March 30, 2022

What new things can you do with the latest calendar updates in Sugar? This quick clip from our user group shows you.

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Video

[CLIP] Studio & Admin Enhancements in Sugar 11.3

March 30, 2022

What does 11.3 offer in the way of better Studio and administration features? This clip from our recent user group explains.

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Video

[CLIP] UI and UX enhancements in Sugar 11.3

March 30, 2022

How does the 11.3 release of SugarCRM improve user experience and user interface? This clip from our recent user group explains and shows you the new features in action with a live demo.

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Video

[FULL RECORDING] What's New & Upcoming in SugarCRM?

March 30, 2022

Sugar’s version 11.3 release offered some new features and capabilities around UX/UI, studio and administration enhancements, calendar enhancements, and more. Sugar 12 comes with some BIG changes to licensing and pricing. We discuss both in this user group.

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Video

How Technology Advisors Uses Sugar Serve For Customer Support

September 23, 2021

In this video, we walk you through how our team uses the features and functions of Sugar Serve to better support our customers. Check this out to view the real-world use case for this application.

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Video

SugarPredict, Sugar Live, & Sugar Version 11: SugarCRM User Group

May 6, 2021

During this SugarCRM user group, our experts power through some key insights on SugarCRM's latest AI feature, SugarPredict, as well as Sugar Live and information about the version 11 releases across products.

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Video

Sugar Serve: Features & Functions

October 21, 2020

During this online user group, our SugarCRM experts, Justin and Megan, cover topics relating to SugarCRM's "Sugar Serve" CX solution. They look at the service console, case routing and assigning cases based on work hours, SLA tracking, knowledgebase, and much more. Check it out!

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Video

SugarCRM Product Roadmap_July 2020

July 22, 2020

During this special user group presentation, SugarCRM VP of Product Marketing, David Campbell, lays out which new features and functions SugarCRM has in store for the near term, mid-term, and long term.

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Video

SugarCRM Online User Group: Sugar Serve

November 15, 2019

In this online user group, our experts discuss and demo the Sugar Serve product for customer service and customer retention.

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Video

Sugar's New Product Suite: An Overview

September 20, 2019

In this online user group, our Sugar experts run over the three new offerings in Sugar's product suite, what they include, and how these changes affect new and current customers.

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