Case Study: VetAdvisor Expands Veteran Outreach with W-Systems' Sugar CRM

How VetAdvisor Has Leveraged Sugar to Support and Manage the Company’s Unique Mission

VetAdvisor, a company that supports military veterans transitioning to civilian life, needed a way to automate coaching workflows, improve data integrity, and scale proactive outreach across mobile and online channels. W-Systems helped VetAdvisor implement Sugar Professional to manage its client life cycle and coaching operations in a single CRM-driven platform.

With W-Systems’ Sugar solution, VetAdvisor branded the system as Veteran Relationship Management and deployed it to all coaching staff. The result was a more personalized, data-rich process that saved about 500 hours per coach per year, improved compliance with privacy guidelines, increased coaching effectiveness, and gave leaders better reporting and trend visibility for decision making.

VetAdvisor

Paul Handly

CTO