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
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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Podcast Mic
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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Podcast Mic
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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How To
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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choosing reports
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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SugarCRM silent upgrade
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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