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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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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9 Sugar Add-Ons You Didn’t Know You Needed
At a recent customer event, we were fortunate enough to have Jason from SugarOutfitters come and talk to our customers about his favorite Sugar (and SuiteCRM) add-ons. In this blog post, we’ll share what those top Sugar add-ons were and how you can get your hands on them.
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Widespread CRM Panic
Massive Salesforce outage, multi-tenant vs. single tenant hosted CRM databases, SugarCRM acquires Collabspot and Salesfusion, Sugar’s new quoting module, Sage sunsets SageCRM Online, bpm’online’s low code no code, citizen developers.
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3 Helpful Tools for CRM Data Management
In a recent online user group, our experts discussed three CRM data management tools and how they help organizations clean, maintain, and enrich CRM data.
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Data Management & Enrichment with SugarCRM [FULL RECORDING]
Our SugarCRM experts talk about some helpful tools and tips for managing and enriching your CRM data.
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Tools to Help with Data Management in SugarCRM
In this section of our user group discussion, our experts offer suggestions for tools to help with SugarCRM data management and enrichment.
SugarCRM New Releases & Upcoming Events (April 2019)
New SugarCRM release information and upcoming TAI events are discussed in this user group clip
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2019 Sugar Workshop Invitation
Join us May 14-16 for our annual Chicago Sugar Workshop! Not only will we offer one-on-one meetings with our software experts, but attendees will learn exclusive insights into SugarCRM, hear from industry peers, learn helpful marketing and sales strategies, and much more!
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SugarCRM Now Equipped with Power of Collabspot
On March 7, SugarCRM announced the acquisition of Collabspot email integration products. Through the acquisition, Sugar will now feature Collabspot within the product as a way to connect email programs like Gmail and Microsoft Outlook for synchronizing messages, contacts and calendars.
Continue readingWhat Makes Telephony CRM-Friendly?
What features and functions make a telephony system CRM-Friendly? ActivePBX lays it out in this clip.
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ActivePBX & SugarCRM Use Case
ActivePBX combined its powerful telephony with SugarCRM to help one customer create the functionality specific to their processes.
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[FULL RECORDING] SugarCRM User Group: Best Practices for Opportunities & Quotes
In this online user group, Justin, our Sugar practice manager, goes over use cases and best practices for Quotes and Opportunities in Sugar.
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Opportunities vs. Quotes in Sugar
When should I use opportunities vs. Quotes in Sugar? Should I be using both? What are the advantages and disadvantages? Our Sugar expert explains.
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Opportunities with Neither RLIs or QLIs
What are the advantages and disadvantages of using Opportunities without Revenue Line Items or Quoted Line Items in Sugar? When would you use this particular set up?
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Opportunities with RLIs
Why create Opportunities with Revenue Line Items in Sugar? How does the arrangement work with Sugar's Quote module?
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