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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Creatio vs. SugarCRM: Leads Module
During this segment of the comparison webinar, Justin and Megan demo the Leads Modules of Creatio and SugarCRM for comparison.
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Creatio vs. SugarCRM: Email Features & Integration
In this clip from our comparison webinar, our experts demo the email features available in both Creatio and SugarCRM.
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Creatio vs. SugarCRM: Look & Feel
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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Online User Group Clip: Dependent & Conditionally Required Fields in Sugar Studio
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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Online User Group Clip: Calculated Fields in Sugar Studio
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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Online User Group Clip: Using Formulas in SugarCRM Studio
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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[FULL RECORDING] Sugar Studio SugarCRM User Group
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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Slackquisition
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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How to Apply Email Configuration Changes in SugarCRM
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.
David Campbell of SugarCRM
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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SugarCRM Email Configuration Changes 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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Sugar Serve: Features & Functions
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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How to Fix "internal server error" When Emailing From SugarCRM
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 Product Roadmap_July 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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SugarIdentity & Single Sign on with Okta
During this online user group discussion, our experts dive into topics around Cloud user management and SSO with SugarCRM
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