SugarCRM
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 Migration
The ability to migrate to Sugar Sell, Market, or Serve quickly is crucial for minimizing downtime for your business.
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SugarCRM Enterprise Implementation
Technology Advisors recognizes the importance of a streamlined software implementation, which is why we crafted an Enterprise-specific SugarCRM onboarding approach.
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SugarCRM Advanced Implementation
Successfully implementing SugarCRM starts with a thoughtful process. Migrating historical business data into SugarCRM, adding the custom objects crucial to your processes, and setting security protocols are all steps that can help you maximize the ROI of your investment. For even stronger analytical power, you may also integrate with supporting software solutions.
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SugarCRM Basic Implementation
At Technology Advisors Inc. we treat every implementation with superior attention to detail, personalized support, and thoughtful planning. SugarCRM basic onboarding is best suited for businesses with smaller teams who want an uncomplicated, streamlined implementation.
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SugarCRM Implementation
Our time-tested strategies are based on years of onboarding experience with thousands of customers. Let us make you our next SugarCRM success story.
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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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Setting up SugarCRM and Google Docs and Google Drive Integration
For some time, SugarCRM integrated with Google Drive to allow you to "attach" files from Google Drive to records in SugarCRM. This functionality then disappeared from Sugar. Yesterday I found that Sugar was advertising on their website that there is an integration with Google Docs and…
Continue readingSugarCRM Tips: Setting Up Round Robin Lead (or Case) Assignment with Process Author
Recently I had a chance to set up a lead assignment process in Sugar using the round robin functionality. This allows you to distribute leads to a group of people, sharing evenly so that everyone gets their fair share of leads. No more remembering who got the last lead or fielding complaints that…
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SugarCRM Moves Towards Predictive Analytics
SugarCRM announced their acquisition of Contastic last week. Contastic developed a platform for predictive analytics specific to sales relationships. By analyzing communications between sales and a contact, Contastic can recommend conversation starters and remind you when it’s time to reach out.
Continue readingShould I Create a Relationship or a Relate Field in Sugar Studio?
Sugar’s Studio administrator tool has a wide variety of options available so that you can configure the system to match your business needs. One common question we get is on the difference between a relationship and a relate field.
Continue readingTechnology Advisors Named Elite Partner by SugarCRM
Technology Advisors today announced it has achieved Elite status, the highest tier in the SugarCRM channel partner program. As a value-added reseller of the SugarCRM platform, Technology Advisors has demonstrated continuous sales growth and advancement within Sugar’s Partner Program.
Continue readingUsing Wild Card in Mass Update to Clean Your Data
We recently increased the number of lead sources we have and I wanted to clean up our opportunities (including the historical ones) to map to the new lead sources.
Continue readingSugarCRM Introduces Process Management with Sugar Process Author
Sugar 7.6 includes a new process management tool, Process Author, for Enterprise and Ultimate subscribers. At a basic level, you can think of Process Author as an advanced workflow tool — not a replacement for the workflow engine already available in SugarCRM, but another option in your toolkit.
Continue readingRole-Based Views and Dropdowns Now Available in Sugar 7.6 Enterprise & Ultimate
Sugar version 7.6 introduces role-based views and role-based dropdowns for Enterprise and Ultimate subscriptions. These new administrator configurations offer greater flexibility for enterprise implementations to customize screens and dropdown options for various types of users across the…
Continue readingSugar 7.6 Enhancements to Revenue Line Items
The latest release of SugarCRM, version 7.6, includes a number of enhancements to the Revenue Line Items module. Revenue Line Items, available only with Enterprise and Ultimate subscriptions, adds detailed tracking for each individual component of a sale.
Continue readingSugar 7.6 User Interface Updates
Sugar 7.6 includes a number of updates to the user interface (UI). These small but powerful changes enhance user personalization and searching capabilities.
Continue readingNew Sugar Upgrades: 7.6 Enhancements for Calls and Meetings
Sugar Upgrades Calls and Meetings modules in 7.6 to the Sugar 7 Sidecar interface. This means all of the new user interface functionality is now available.
Continue readingSugarCRM Releases Version 7.6 With Several New Features
SugarCRM released version 7.6 about three weeks ago, and it includes a lot of updates and there is certainly a lot to look forward to!
Continue readingSalesforce, Microsoft Dynamics CRM or Sugar?
Sam, Steve and guest John Kassar discuss the differences and similarities among Sugar, Microsoft Dynamics CRM and Salesforce.
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Gaps in Google Maps: Some things to consider before you integrate with SugarCRM
It drives me bonkers when I get 90% of the way through a task and find out a key feature is missing. The frustration isn’t limited to the big gotcha with Google Maps and SugarCRM either. Think about the last time you were about to tear into some pie-ala-mode only to open the freezer and discover…
Continue readingTechnology Advisors Releases Administering SugarCRM eBook
Technology Advisors, Inc. is pleased to announce the release of their newest eBook, Administering SugarCRM, available for the Amazon Kindle. The electronic book provides SugarCRM users with comprehensive and in-depth instruction for using all of SugarCRM’s administrator tools.
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