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 New Releases & TAI Upcoming Events
Our Sugar experts talk about new Sugar releases and upcoming Technology Advisors' events in this clip.
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Opportunities with QLIs
What are the advantages and disadvantages of using Quoted Line Items with Opportunities in Sugar? In which instances might you use this?
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How to: Use Office 365 SMTP to Send Emails as a SugarCRM User
Our Microsoft Office Exchange server is hosted by Microsoft on their Office 365 Cloud and our SugarCRM instance is setup to send emails from notifications@techadv.com. If we want to allow our Sugar users to send emails from within Sugar without having to setup their own SMTP credentials…
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How To: Keep Outlook Plug-In in the Sugar Sidebar After an Update
We found that a recent Outlook update was causing our Sugar sidebar to show in a separate window instead of within Outlook as it should.
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Sugar Admin 101: Best Practices for User Management
A staple role for a Sugar Administrator is the user management within the system. So, what are the best practices for Sugar user management?
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Sugar Admin 101: Best Practices for Troubleshooting
In this segment from our online Sugar user group, our experts offer advice for Admin best practices in troubleshooting.
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Sugar Admin 101: Best Practices for Managing Configurations
In this segment from our online Sugar user group, our experts discuss best practices for Admins to manage configurations.
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Sugar Admin 101: Best Practices for Managing Updates
In this segment from our online Sugar user group, our experts discuss Admin best practices for managing updates/upgrades
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Sugar Admin 101: Best Practices for Managing Data
In this segment from our online Sugar user group, our experts discuss best practices for Admin management of data.
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Sugar Admin 101: Best Practices for User Management
In this segment from our online Sugar user group, our experts discuss best practices for Admin user management
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Why CRM Vendors Win Deals: Part 1 - SugarCRM
Steve and I decided to use our CRMTalk podcast to reach out to CRM vendors and ask them, “Why do you win?”. We analyzed what SugarCRM told us.
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How to Check Your License Usage in Sugar
Knowing the number of licenses you have is always a good idea. If you need to add licenses, or change something about your Sugar instance, you have the information in-hand to simplify planning and budgeting. Here's how to check your license usage and active users in Sugar.
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Syncing Lists from Sugar with Act-On
This clip shows users how to sync Sugar lists into Act-On for marketing purposes
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Pushing Act-On Lead and Contact Scores into Sugar
In this clip, we learn how to push Act-On lead and contact scores into SugarCRM
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Automated Programs for Email Opt Out Between Sugar and Act-On
In this clip, we learn how to set up an automated program in Act-On for opt-outs.
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