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Case Studies

Consulting & Professional Services Case Studies

Removing the Barriers to Productivity with Sugar

BASIC needed to streamline their business processes. W-Systems and Sugar helped them save time and money with simpler processes and better technology.

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VetAdvisor Expands Reach to Thousands of Military Veterans

Sugar is a key part of VetAdvisor’s processes that helps veterans step away from the battlefields and re-acclimate to life at home. By leveraging Sugar’s robust functionality and easy, cost-effective customization, VetAdvisor now has a powerful CRM-driven system that complements the work of the coaches and increases the probabilities of a veteran’s successful transition to civilian life.

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Business is Booming with Sugar

Banking often requires a long sales cycle. So, as a premium provider of financial services to northern California businesses, Bank of Marin needed a system to manage opportunities and leads through the sales process and to capture all the information associated with those efforts.

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