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.

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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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SugarCRM Training
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Advanced Workflow: Periodic Follow Up Reminders

Our SugarCRM experts show us how to use Advanced Workflow to automate periodic follow up reminders to contact customers.

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Blog

How to Automatically Archive Emails to Sugar Using Sugar's Outlook Plugin

Sugar’s latest Outlook Plugin release includes a new setting to automatically archive both incoming and outgoing emails. Finally! To utilize this setting, you must have the latest version of Sugar’s Outlook Plug-in: version 2.6.0.

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Using Filters and Reports in SugarCRM

If you’re using a CRM, It's inevitable you’ll need to locate and report on data from the system. Those CRM reporting capabilities are where Sugar shines.

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How to Set Up Cascading Dropdown Fields in SugarCRM

The options on a dropdown list (list B) change based on the way a different dropdown field (list A) is set, you must set up cascading dropdown fields.

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sugarcrm cascading dropdown fields
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How to Run Select SQL Queries in SugarCRM's Cloud Version

If you have Sugar Cloud — Enterprise or higher — and are a systems administrator, you can write your own SQL statement to query the database.

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sugar sql queries
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How to Use SugarCRM Advanced Workflow for Custom Call Reporting

A SugarCRM user was recently struggling with reporting based on custom fields in her CRM. Our expert, Justin, jumped in and provided the advice she needed.

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SugarCRM advanced workflow for custom call reporting
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Why SugarCRM Keeps Winning the PC Mag Business Choice Awards

You may think you’re suffering from Déjà vu after reading the title of this post, but you’re not. For the fourth year in a row, SugarCRM has won the PC magazine Business Choice Award. The feat becomes more impressive when you learn that SugarCRM has trumped 97 other CRMs to place number one.

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Number 1
Video

Collabspot Demo

In this clip, Brandon Sellers of Collabspot shows us how the product looks and works within SugarCRM

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Upcoming Events & SugarCRM New Release Info

Our experts discuss upcoming TAI events and SugarCRM new release notes in this quick clip

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2018 Chicago SugarCRM Workshop

A recap of our 2018 training and educational event on SugarCRM!

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Sugar Version 8: What you Need to Know [FULL RECORDING]

Our SugarCRM experts as they go over the new GDPR compliant functionality and other useful features of SugarCRM Version 8 in this online discussion.

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Sugar 8 Product Catalog Feature

The Sugar 8 Release has several new features. One of the most exciting is their product catalog functionality. Watch this clip to learn more.

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Sugar 8 Platform Updates

The Sugar 8 Release includes several platform updates. This clip explains them.

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Sugar 8 GDPR Features

What GDPR compliant features did Sugar introduce in their version 8 release? This clip reveals them.

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SugarCRM User Group: Leveraging Reports & Dashboards

Broaden your abilities with SugarCRM Reports and Dashboards and learn about some reports you never knew you could build during this online user group presentation.

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