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.

Learn more about
SugarCRM
Service

SugarCRM Migration

The ability to migrate to Sugar Sell, Market, or Serve quickly is crucial for minimizing downtime for your business.

Learn more about
Group of people working on a project.
Service

SugarCRM Enterprise Implementation

Technology Advisors recognizes the importance of a streamlined software implementation, which is why we crafted an Enterprise-specific SugarCRM onboarding approach.

Learn more about
sugar enterprise implementation
Service

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.

Learn more about
SugarCRM advanced onboarding
Service

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.

Learn more about
sugar basic implementation
Service

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.

Learn more about
SugarCRM onboarding
Service

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.

Learn more about
sugar integration
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.

Learn more about
crm support pages level 2
Service

SugarCRM Training

Technology Advisors, a SugarCRM Certified Learning Partner, offers comprehensive, hands-on SugarCRM training for end users, administrators, marketing, and sales.

Learn more about
SugarCRM Training
Blog

What’s New in Sugar 7 – ListView Layout

Our series on the changes that you can expect to see when you upgrade to version 7 of SugarCRM continues with this post about the ListView layout.

Continue reading
Blog

What’s New in Sugar 7 - Activity Stream

Activity stream has been enhanced to enable it to serve as a social collaboration tool among users. By creating custom posts, users can have conversations around data in the system. The activity stream will continue to auto-generate posts about system activity, such as creation of records and…

Continue reading
Blog

What’s New in Sugar 7 – Dashboard Enhancements

The existing dashboard functionality from SugarCRM versions 6.x has been enhanced in version 7.0 by expanding dashboards throughout the system and introducing new dashlets. Dashboards are now available not only on the homepage but also at module and record levels. Different dashlet tools exist at…

Continue reading
Blog

What's New in Sugar 7

SugarCRM released version 7.1 this week, and existing On Demand customers are now eligible to begin upgrading to version 7. Version 7, which has been available to new customers for about a month, includes a number of significant enhancements as well as substantial changes to the user interface. As…

Continue reading
Blog

Why to Integrate a Third Party Marketing Tool with SugarCRM

In recent posts we have been reviewing how to use the marketing features that are built into SugarCRM. Today we will look at third party marketing tools and how to determine if you should be using one.

Continue reading
Blog

Tracking the Results of Email Campaigns in SugarCRM

Once you have sent your email campaign message, you will want to track the success of your message. Open your campaign in SugarCRM and click the “View Status” button in the upper right corner of the screen.

Continue reading
Blog

Creating Email Campaigns & Campaign Messages in SugarCRM

To send out an email campaign using SugarCRM’s Campaigns module, first create one or more target lists to identify the recipients of your message. Then, within the Campaigns module, use either the wizard or classic create method to create a new Campaign.

Continue reading
Blog

Creating Email Marketing Lists in SugarCRM

If you want to use SugarCRM’s email marketing features, the first step is to create Target Lists containing all of the people you would like to receive your email. You can use the built-in querying tools of SugarCRM – search and reports – to identify your recipients by any characteristics stored in…

Continue reading
Blog

SugarCRM Import Wizard: 4 Best Practices to Help You Import Data Successfully

The SugarCRM Import wizard will walk you through the steps to import your data into SugarCRM. These best practices can help you navigate the potential pitfalls and achieve successful results.

Continue reading
Blog

SugarCRM History Subpanel: Save Time When Reviewing History

One of my favorite lesser-known features of SugarCRM is the “View Summary” command on the History subpanel used through SugarCRM. The History subpanel shows all notes, emails, and completed activities related to a record.

Continue reading
Blog

Creating Flexible Reports with Run-Time Filters in SugarCRM

This is a follow-up to our previous post on SugarCRM Report Filters, which was an overview of using filters when creating custom SugarCRM reports. In this post, we will focus specifically on run-time filters and how they can be used to make your reports even more powerful.

Continue reading
Blog

SugarCRM Cases: Tracking Customer Support Requests Inside Your CRM System

SugarCRM includes several customer service components, with the SugarCRM Cases module being the most widely used.

Continue reading
Blog

SugarCRM Calendar Functionality: Accessing and Using Your SugarCRM Calendar

Did you know that SugarCRM includes a Calendar module? For users who organize their day by appointments and meetings, the SugarCRM Calendar module can be very useful for keeping track of time commitments, while users who organize their day around tasks may find dashboards to be more useful.

Continue reading
Blog

Import Data Using the Sugar Import Wizard

Sometimes, you need to add a group of records into your CRM database. SugarCRM includes an Import Wizard to help you correctly and easily import a list of records. This post shows how to import data using the sugar import wizard.

Continue reading
Blog

SugarCRM Report Filters: Including the Right Data when Creating Custom Reports in SugarCRM

The Define Filters step is completed for every type of Report. In this step, you can choose one or more filters. These filters control which data is shown in your report.

Continue reading