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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Winning Sales, Writing Well, & The SugarCRM Workshop
If you want to win more sales, enhance your business writing strategies, & get a stronger grasp on SugarCRM functionality, the SugarCRM Workshop is for you.
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Everything You Need to Know About SugarCRM Hint
SugarCRM Hint is a revolutionary tool that brings intelligence into relationship management, leading to more efficient teams across the board.
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Technology Advisors Inc. Named SugarCRM Elite North American Partner
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.
Continue readingDistant Restrooms
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…
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SugarCRM Introduces MACS: Mobile Application Configuration Service
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.
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2016 Chicago Sugar Workshop Recap
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.
Autonomous Upselling
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.
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SugarCRM Process Author User Group Recap
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…
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Integrable ERP
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.
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New SugarCRM Feature: Editing from Preview Pane in 7.7
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.
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CRM Carneros Cast
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.
SugarCRM Integration for Outlook Mac and Outlook Web Access Users is Finally Here
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…
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Searching Tricks in Sugar - Using Wildcards
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!
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Display Filtered Lists of Related Records In A SugarCRM Dashlet
Sugar List View Dashlets have functionality to filter and show only records that are related to the record currently being viewed.
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Find All Orphaned Calls in SugarCRM with a Custom REST Endpoint
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.
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