SugarCRM

Solution

SugarCRM

Sugar empowers businesses to create customers for life with the world’s first no-touch, time-aware customer experience (CX) platform. Technology Advisors is an Elite Partner of SugarCRM, the highest tier achievable in SugarCRM’s partner program.

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Service

SugarCRM Support

Technology Advisors provides SugarCRM support options for every need and budget. We take issue resolution, bug fixes, and other unexpected hiccups to task, fortifying your ROI and creating happier users long-term.

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Service

SugarCRM Training

Technology Advisors, a SugarCRM Certified Learning Partner, offers comprehensive, hands-on SugarCRM training for end users, administrators, marketing, and sales.

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Upcoming Event

SugarCRM Online User Group: Product Roadmap

On

What kinds of updates and new features can you expect in the coming releases of SugarCRM? Join us on July 22 for a sneak peek with special guest host, SugarCRM VP of Product Marketing, David Campbell!

Here are some of the highlights you can look forward to:

• Gain insight into Sugar’s product vision and how that is shaping the roadmap
• Review the major features in the latest Sugar release
• Provide an overview of coming features
• Understand how Sugar plans to prioritize feature requests and plan their releases

Don't miss this exclusive online discussion. Bring your questions!

Register Online
Video

SugarIdentity & Single Sign on with Okta

May 6, 2020

During this online user group discussion, our experts dive into topics around Cloud user management and SSO with SugarCRM

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Video

Sugar Discover: Online User Group

March 19, 2020

In this online user group, our experts, along with guest presenter Jake Cornelius of SugarCRM, dive into the newly released Sugar Discover analytics tool to demo how it works and lay out what's coming down the pipeline.

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Video

Sugar Connect: Online User Group

January 23, 2020

During this online user group session, our SugarCRM experts discuss the features and functions of Sugar's email plug-in, Sugar Connect.

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Podcast

Craig Charlton, CEO – SugarCRM

January 17, 2020

Sam interviews Craig Charlton, Chief Executive Officer at SugarCRM.

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Blog

How to Install Sugar Connect on Office 365

January 16, 2020

Sugar Connect is SugarCRM’s Outlook 365 email integration product. Connecting Outlook to Sugar provides multiple benefits for the user, allowing them to access CRM information from their email sidebar, sync and access shared calendars, and much more.

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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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Blog

SugarCRM Reports: Choosing the Right Type

September 26, 2019

In SugarCRM, there are four main types of reports: rows and columns, summation, summation with details, and matrix. When you create a custom report, it is essential that you select the right report type to fit your needs. Any report you create will have drill-through capabilities for a deeper…

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Blog

Using the SugarCRM Silent Upgrade Utility

September 23, 2019

With the Silent Upgrade Utility, you need SSH access to your server to run the commands locally on the server. This removes any issues with uploading, permissions or timeouts. First, upload the upgrade file you would normally upload to the Upgrade Wizard. You also need to upload the silent Upgrade…

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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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Video

Sugar Market: Online User Group

August 23, 2019

During this online user group, we get the inside scoop on SugarCRM's new Sugar Market platform. What does it look like? How does it help marketers?

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Podcast

Rich Green of SugarCRM

June 28, 2019

Rich Green is Chief Product Officer and CTO at SugarCRM. Rich leads SugarCRM’s engineering and product management teams and is responsible for the product vision and global strategy of the award-winning Sugar platform.

In this episode, Sam and Steve ask Rich for his perspectives on…

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Blog

How to Check and Maintain Data Storage Capacity in Sugar

June 27, 2019

Did you know the subscription level of your Sugar Cloud instance dictates your data storage capacity? If you didn’t know, you probably haven’t hit your data limit; but you may be closer than you think! If you exceed capacity, you could be charged fees. No one likes fees. So, let’s consider some key…

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Video

Sugar Mobile Capabilities Review

June 20, 2019

During this online user group discussion, we discuss Sugar's mobile app - how does it work, what can it do, how can you install and use it?

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Video

Installing the Sugar Mobile App

June 20, 2019

What do you need to do to install the Sugar mobile app? What should you know about the app and installation? This clip has the answers.

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Video

Finding Data on the Sugar Mobile App

June 20, 2019

How can you find the data you need using Sugar's mobile app? Check out this clip to find out.

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