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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Video

Using Filters in SugarCRM

March 16, 2018

Our experts dive into the topic of Filters in SugarCRM

Video

Rows & Columns Reports in SugarCRM

March 16, 2018

What do Rows and Columns Reports look like in SugarCRM? What can you create? Our experts give you some tips.

Video

Summation Reports in SugarCRM

March 16, 2018

Our SugarCRM certified trainers teach you about Summation and Summation with Details Reports in SugarCRM in this quick clip

Video

Matrix Reports in SugarCRM

March 16, 2018

What's a Matrix Report in SugarCRM? When can you use it? Learn about this underutilized feature in this quick clip.

Blog

GDPR & SugarCRM

March 14, 2018

We're looking at some major CRM systems and how they're preparing for GDPR compliance. Here’s what we know about SugarCRM's plans for GDPR compliance.

Blog

Wildcard! The SugarCRM Feature for Simpler Searching

February 22, 2018

Do you know about the Wildcard search function in SugarCRM? Do you know how to use it? Here’s how to use Wildcard for simpler searching in SugarCRM

Press Release

Technology Advisors Inc. Named 2018 SugarCRM Elite North American Partner

February 14, 2018

Technology Advisors Inc. has been named an Elite North American SugarCRM partner for the 6th consecutive year. Elite status is the highest tier in the SugarCRM partner program.

Video

SugarCRM Winter '18 Release Features

January 18, 2018

This clip discusses and demonstrates the new features of SugarCRMs Winter 2018 release.

Video

Systems commonly integrated with SugarCRM

January 18, 2018

What types of systems do people typically integrate with their CRM? Here's what our SugarCRM experts see most.

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SugarCRM Customer Journey Introduction

January 17, 2018

Use Customer Journey mapping to visualize your customers' buying perspective, set actionable business goals for every department, and create standardized processes for sales, marketing, and customer service teams.

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SugarCRM User Group: Outlook Plug-in

January 17, 2018

SugarCRM has an Outlook plug-in that allows users to view & manipulate their Sugar data right from within their email window.

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SugarCRM Online User Group: Advanced Workflow discussion

January 17, 2018

Technology Advisors' CRM experts talk about the in's and out's of Advanced Workflow and field questions from participants in this online user group discussion.

Video

The 2017 Chicago SugarCRM Workshop

November 13, 2017

A quick recap of our 2-day SugarCRM training and workshop event.

Podcast

Extensible CRM

October 11, 2017

California wine country fires, upcoming CRM vendor interviews, G2 Crowd Grid for CRM, Pipedrive vs. Pipeliner CRM confusion, CRM systems that allow for extending the database schema and those that do not, normalizing repeating sets of fields, ProsperWorks raises an additional $53 million. Sugar’s…

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Blog

Winning Sales, Writing Well, & The SugarCRM Workshop

August 2, 2017

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.