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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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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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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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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Video

Sugar Version 11.1 and New(er) Support Portal Features

July 26, 2021

During this online user group discussion, our experts highlight some of the newer features of Sugar's support portal and the enhancements of the 11.1 release. Because SugarCRM was late releasing 11.1 and its notes, our team did not have time to install the new version for this user group --…

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Video

Xpertdoc Document Generation Demo

June 23, 2021

View this quick demo of Xpertdoc inside SugarCRM to get a feel for what this document automation solution can do!

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Video

Document Generation & Automation with Xpertdoc

June 23, 2021

Document automation streamlines sales, eliminates manual data entry errors, and helps keep quotes, contracts, and other assets accurate. Xpertdoc document generation and automation works with SugarCRM, Dynamics, and Salesforce right out-of-the-box. During this quick presentation we learn the…

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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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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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