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
SugarCRM
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
Group of people working on a project.
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
sugar enterprise implementation
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
SugarCRM advanced onboarding
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
sugar basic implementation
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
SugarCRM onboarding
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
sugar integration
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
crm support pages level 2
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
SugarCRM Training
Blog

The Best Ways to Improve CRM Adoption

60% of all businesses have poor CRM adoption. If this sounds like your current situation, the good news is you’re not alone. The bad news?

Continue reading
CRM adoption
Blog

Investigating SugarCRM's "Action Required: Your SugarCloud Managed Storage" Email

SugarCRM recently started enforcing SugarCloud managed storage limits. When you get the "Action Required: Your SugarCloud Managed Storage" email from SugarCRM, you can choose to decrease your usage or purchase more storage space.

Continue reading
SugarCloud managed storage
Blog

What is Sugar Identity for SugarCRM?

Sugar Identity for SugarCRM is a new cloud-based identity solution for all SugarCloud customers. The solution is based on industry standards that support single sign-on for the Sugar application. It’s managed via the SugarCloud settings console where you can create and manage user records and…

Continue reading
sugar identity for SugarCRM
Video

[CLIP] Integration Enhancements in SugarCRM Version 12

Learn about the new integration enhancements within SugarCRM Version 12 updates.

Continue reading
Video

[CLIP] Sugar Sell & Serve Enhancements in SugarCRM Version 12

Learn about Sugar Sell and Sugar Serve enhancements within the SugarCRM Version 12 updates.

Continue reading
Video

[CLIP] UI/UX and Administrative Enhancements in Sugar Version 12

Learn about UI/UX and Administrative Enhancements in SugarCRM Version 12 via this clip.

Continue reading
Video

[FULL RECORDING] SugarCRM User Group Version 12 Updates

Learn about the newest additions to Sugar’s version 12 release! What changed between version 11.3 and this version? What do the version 12 changes mean for on-premises users? Watch now to learn more!

Continue reading
Blog

Utilizing the Doc Merge feature of SugarCRM

You create and design your own custom templates, and using Doc Merge, you can create individual or multiple documents within minutes. This powerful feature will save you time producing common documents within Sugar while linking these documents to Sugar records for future reference.

Continue reading
header image
Blog

Resolving Common Issues with the SugarCRM Outlook Plug-in

The SugarCRM Outlook Plug-in is a free tool you can downloaded from your instance of SugarCRM. This plug-in allows you to sync emails, meetings, calls or tasks to your instance of SugarCRM either manually or automatically.

Continue reading
header image
Blog

Supercharging SugarCRM Part 3: SugarPredict

In part three of our series on enhancing SugarCRM using add-ons, we’re discussing how using SugarPredict offers deeper insight on the data you are currently storing within your CRM. This add-on helps sales and marketing teams define their goals and create more accurate predictions about leads and…

Continue reading
header image
Blog

Sugar’s Project Constellation: New Sell Editions Updates

SugarCRM has accelerated updates to its product suite in the past few years. In 2019 the company made waves by introducing Sugar Sell, Serve, and Market. Now they’re shaking things up yet again.

Continue reading
header image
Video

Project Constellation: Sugar 12 License Conversions

SugarCRM introduced Project Constellation in March of 2022 to convert SugarCloud Professional and Enterprise customers to Sell Advanced and trade on-premises Professional licenses for Enterprise. Our customer success manager explains what this means and how it will affect both cloud and on-premises…

Continue reading
Video

[CLIP] Calendar Enhancements in Sugar 11.3

What new things can you do with the latest calendar updates in Sugar? This quick clip from our user group shows you.

Continue reading
Video

[CLIP] Studio & Admin Enhancements in Sugar 11.3

What does 11.3 offer in the way of better Studio and administration features? This clip from our recent user group explains.

Continue reading
Video

[CLIP] UI and UX enhancements in Sugar 11.3

How does the 11.3 release of SugarCRM improve user experience and user interface? This clip from our recent user group explains and shows you the new features in action with a live demo.

Continue reading