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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SugarCRM
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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SugarCRM Training
Video

Online User Group Clip: Dependent & Conditionally Required Fields in Sugar Studio

January 20, 2021

In this segment of our online user group on SugarCRM Studio, Justin shows examples of Dependent Fields and Conditionally Required Fields. Megan highlights some often missed field settings that can be useful for administrators.

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Video

Online User Group Clip: Calculated Fields in Sugar Studio

January 20, 2021

In this section of our online user group on Sugar Studio, Megan demos different kinds of calculated fields that administrators and developers can set up. Her examples included: Simple sum, Weighted Opportunity Amount, Convert datatypes using toString and/or getDropdownValue – copy dropdown to a…

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Video

Online User Group Clip: Using Formulas in SugarCRM Studio

January 20, 2021

In this clip of our SugarCRM Studio online user group, Justin discusses when to create a Formula in SugarCRM as it relates to a type of field.

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Video

[FULL RECORDING] Sugar Studio SugarCRM User Group

January 20, 2021

In our first user group of the new year, Justin and Megan show off the formulas and other interesting field settings in SugarCRM Studio.

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Podcast

Slackquisition

December 22, 2020

Salesforce’s acquisition of Slack (and Acumen), SugarCRM acquires its largest partner W-Systems, CRM vendors & leads, getting found for CRM searches, Creatio’s 24 hour event, low-code solutions, BA to developer ratios, Facebook acquires Kustomer, visual development tools & whether they are…

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Blog

How to Apply Email Configuration Changes in SugarCRM

October 27, 2020

In the clip below, Megan Sheehan explains these changes and how they affect your email configuration. Read on to find documentation and instructions on how to apply Microsoft and Google email configuration changes in your SugarCRM instance.

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email configuration in SugarCRM
Podcast

David Campbell of SugarCRM

October 23, 2020

David Campbell, Vice President of Product Marketing at SugarCRM, joins Sam & Steve to discuss sales, marketing, customer support, data, AI and the customer experience.

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Video

SugarCRM Email Configuration Changes 2020

October 22, 2020

In this clip from a recent SugarCRM Online User Group, our Sugar expert, Megan, discusses how changes by two major email providers - Microsoft and Google - will affect SugarCRM email configuration.

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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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Blog

How to Fix "internal server error" When Emailing From SugarCRM

October 19, 2020

However, in the past year, I've noticed an internal server error will sometimes occur when setting up a new user. After some investigation, I found some Office 365 Admin settings necessary that fixed it. In this post, I'll detail what Admins should be looking for and the steps they must…

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SugarCRM internal server error
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

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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