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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Sugar Discover: Online User Group
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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Sugar Connect: Online User Group
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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Craig Charlton, CEO – SugarCRM
Sam interviews Craig Charlton, Chief Executive Officer at SugarCRM.
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How to Install Sugar Connect on Office 365
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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SugarCRM Online User Group: Sugar Serve
In this online user group, our experts discuss and demo the Sugar Serve product for customer service and customer retention.
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SugarCRM Reports: Choosing the Right Type
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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Using the SugarCRM Silent Upgrade Utility
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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Sugar's New Product Suite: An Overview
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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Sugar Market: Online User Group
During this online user group, we get the inside scoop on SugarCRM's new Sugar Market platform. What does it look like? How does it help marketers?
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Rich Green of SugarCRM
Rich Green is Chief Product Officer and CTO at SugarCRM. Rich leads SugarCRM’s engineering and product management teams and is responsible for the product vision and global strategy of the award-winning Sugar platform.
In this episode, Sam and Steve ask Rich for his perspectives on…
How to Check and Maintain Data Storage Capacity in Sugar
Did you know the subscription level of your Sugar Cloud instance dictates your data storage capacity? If you didn’t know, you probably haven’t hit your data limit; but you may be closer than you think! If you exceed capacity, you could be charged fees. No one likes fees. So, let’s consider some key…
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Sugar Mobile Capabilities Review
During this online user group discussion, we discuss Sugar's mobile app - how does it work, what can it do, how can you install and use it?
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Installing the Sugar Mobile App
What do you need to do to install the Sugar mobile app? What should you know about the app and installation? This clip has the answers.
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Finding Data on the Sugar Mobile App
How can you find the data you need using Sugar's mobile app? Check out this clip to find out.
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Popular Uses for the Sugar Mobile App
What are some of the most popular uses for the Sugar mobile app? Our Sugar experts tell you in this user group clip.
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