Case Study: HD Vest improves workflow and lead management with W-Systems and SugarCRM

HD Vest Implements CRM System to Improve Workflow and Lead Management

H.D. Vest, a financial services firm, was using a limited homegrown CRM that made it difficult to manage leads, contacts, workflow, and marketing effectiveness. After reviewing Salesforce, Microsoft Dynamics, and SugarCRM, the company chose W-Systems and SugarCRM for a more flexible, cost-effective solution with secure PCI-compliant hosting options.

W-Systems helped H.D. Vest migrate more than 400,000 leads, 45,000 contacts, and millions of activity records into SugarCRM on W-Systems’ PCI-compliant hosting platform. The new system improved task management, automated workflow emails, enabled web-to-lead capture with round-robin assignment and lead scoring, and helped the team track key touchpoints more effectively, reducing manual work and supporting business growth.

HD Vest

Emily Stivison

CRM Administrator and Marketing Analyst