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

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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Podcast

CRM Millions and Billions

March 11, 2021

Creatio raises $68 million, HubSpot goes enterprise, Sugar’s HD-CX, AWS and AI, Salesforce eyes $50 billion in five years.

Creatio’s first ever funding announcement video

Rich Green’s Deep Learning & Time video

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Video

Creatio vs. SugarCRM: Mobile

March 4, 2021

In this segment of our comparison, we look at Creatio and SugarCRM's mobile applications.

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Video

Creatio vs. SugarCRM: Workflows

March 4, 2021

In this clip, we view the differences between how Creatio and SugarCRM display and handle Workflows.

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Video

Creatio vs. SugarCRM: Filtering & List Views

March 4, 2021

During this portion of our comparison webinar, Megan and Justin compare SugarCRM and Creatio's Filtering and List Views.

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Video

Creatio vs. SugarCRM: Opportunities

March 4, 2021

In this clip from our comparison webinar, Justin and Megan highlight the differences between Creatio and SugarCRM's Opportunities.

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Video

Creatio vs. SugarCRM: Leads Module

March 4, 2021

During this segment of the comparison webinar, Justin and Megan demo the Leads Modules of Creatio and SugarCRM for comparison.

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Video

Creatio vs. SugarCRM: Email Features & Integration

March 4, 2021

In this clip from our comparison webinar, our experts demo the email features available in both Creatio and SugarCRM.

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Video

Creatio vs. SugarCRM: Look & Feel

March 4, 2021

In this clip from our recent comparison webinar, Megan and Justin show us the differences between Creatio and SugarCRM's general look and feel.

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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