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

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

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

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

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

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

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

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

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

Blog

Everything You Need to Know About SugarCRM Hint

June 27, 2017

SugarCRM Hint is a revolutionary tool that brings intelligence into relationship management, leading to more efficient teams across the board.

Press Release

Technology Advisors Inc. Named SugarCRM Elite North American Partner

March 27, 2017

Technology Advisors Inc. has been named an Elite North American SugarCRM partner for the 5th year running. Elite status is the highest tier in the SugarCRM partner program.

Podcast

Distant Restrooms

March 16, 2017

Unlimited Verizon data (sort of), Apple’s possible move from Salesforce to Sugar, IBM’s move to Salesforce’s Service Cloud, Salesforce’s use of IBM’s Watson to power Einstein, Marketo and Infor partnership, marketing automation system rollups, Infor CRM gets out of neutral, Windows 10 upgrade…

Listen Now

Blog

SugarCRM Introduces MACS: Mobile Application Configuration Service

September 26, 2016

SugarCRM announced the release of Mobile Application Configuration Service (MACS) last week. This new tool for Sugar Enterprise or Ultimate subscribers allows customers to deploy a customized version of the SugarCRM mobile app for cell phones and tablets.

Video

2016 Chicago Sugar Workshop Recap

September 21, 2016

View a full recap video of the 2016 Chicago Sugar Workshop. Technology Advisors hosts both customers and guests at this free learning event centered around SugarCRM.

Podcast

Autonomous Upselling

September 15, 2016

Cheap MacBook upgrade, Apple’s port reduction, Yathit for Sugar and Gmail, Microsoft’s big win over Salesforce, Wells Fargo’s sales compensation plan “glitch”, autonomous selling, AI-powered CRM.

Listen Now

Blog

SugarCRM Process Author User Group Recap

August 24, 2016

We see a lot of our customers struggling with Process Author/Advanced Workflow, so we felt this topic was important to address. During yesterday's discussion, Megan and Justin recapped our Chicago Sugar Workshop event and then went on to explain the purpose and uses of Workflow. To illustrate…

Podcast

Integrable ERP

August 23, 2016

Quickbooks to CRM integration, data driven digital marketing, Oracle acquires NetSuite, salespeople’s first CRM impression, Best CRM advertising site, the $14B CRM debacle, SugarCRM’s channel award, sales & marketing alignment.

Listen Now

Blog

New SugarCRM Feature: Editing from Preview Pane in 7.7

July 29, 2016

Sugar 7.7 introduced a new option to allow editing in the preview pane. I found this new feature during a recent training class and am really excited about its potential.

Podcast

CRM Carneros Cast

June 15, 2016

SugarCon 2016, Microsoft buys LinkedIn & what Facebook should do, Salesforce buys DemandWare, Klipfolio.

Recorded at the beautiful Gloria Ferrer Caves & Vineyards in Sonoma, California. Many thanks to Jason for his excellent service and great insights into sparkling wine.

Listen Now

Blog

SugarCRM Integration for Outlook Mac and Outlook Web Access Users is Finally Here

June 12, 2016

Most vendors today offer Outlook integration for their Windows clients; but until recently, Outlook for Mac and Outlook Web users had no options. If you’re one of these users, the Implicit FrontEnd integration for SugarCRM could possibly change your life (Maybe not your whole life, but at least…

Blog

Searching Tricks in Sugar - Using Wildcards

April 14, 2016

I’ve been using the % wildcard in SugarCRM, well, as long as I’ve been using Sugar. But one of my colleagues just taught me additional wildcards!

Blog

Display Filtered Lists of Related Records In A SugarCRM Dashlet

April 8, 2016

Sugar List View Dashlets have functionality to filter and show only records that are related to the record currently being viewed.

Blog

Find All Orphaned Calls in SugarCRM with a Custom REST Endpoint

April 3, 2016

Orphaned Calls in SugarCRM are a record that is not related to a parent record. This article shows how to use a Custom REST Endpoint to locate the records.

Blog

Setting up SugarCRM and Google Docs and Google Drive Integration

March 25, 2016

For some time, SugarCRM integrated with Google Drive to allow you to "attach" files from Google Drive to records in SugarCRM. This functionality then disappeared from Sugar. Yesterday I found that Sugar was advertising on their website that there is an integration with Google Docs and…