VetAdvisor achieves personalized touch with Sugar CRM

VetAdvisor achieves personalized touch with Sugar CRM : VetAdvisor, the nation’s expert in veteran-centric holistic care, has rapidly expanded its reach to military veterans through its Sugar CRM deployment. Using SugarCRM’s advanced CRM platform, VetAdvisor has established an automated system for increasing staff effectiveness, adhering to compliance and privacy guidelines, and improving services tracking and trend spotting.

VetAdvisor provides proactive coaching services across behavioral health, wellness, financial, and all aspects of transition and career development. The company’s administrators, life coaches and IT staff guide thousands of military veterans in obtaining an education, reconnecting with spouses and children, and navigating civilian life post-service. Sugar is pivotal to this endeavor, providing the foundation on which VetAdvisor’s “Veteran Relationship Management” system is based.

VetAdvisor is the nation’s expert in veteran-centric holistic care, providing proactive coaching services across behavioral health, wellness, financial, and all aspects of transition and career development. We also consult with corporate HR and management teams to teach organizations how to recruit, retain, and interface with military veterans and service members. SugarCRM enables businesses to create extraordinary customer relationships with the most innovative and affordable customer relationship management (CRM) solution on the market. By placing the individual at the center of its solution, SugarCRM is putting the “i” in CRM and empowering people at all levels of an organization to better understand and engage with customers.

“With Sugar, we are able to expand and streamline our reach with veterans and proactively address their needs since we now have the key information at our coaches’ fingertips,” said Paul Handly, VetAdvisor CTO. “This means that we can deliver a high level of support with a personalized touch that uniquely helps each of our veterans during this transformative phase.”

VetAdvisor’s CRM deployment leverages Sugar’s robust functionality and cost-effective customizations for a wide array of processes, including marketing and case management. Sugar-integrated databases help locate and offer VetAdvisor services to veterans and their employers, while Sugar’s highly customized reports match the appropriate family, career, fitness or education resources to each veteran. Coaches tap Sugar to address administrative tasks and extend their engagement with clients, using integrations with technologies like FitBit and Twilio to track veterans’ progress towards personalized fitness goals and provide real-time coaching via SMS messaging. With Sugar, VetAdvisor coaches have saved 500 hours per year, allowing them to focus on providing supportive guidance to thousands of vets.

“SugarCRM is honored to work with VetAdvisor in its mission to make the transition to civilian life as seamless and comfortable as possible for our country’s veterans,” said Jennifer Stagnaro, chief marketing officer at SugarCRM. “With Sugar, VetAdvisor’s coaches and staff can reach more military veterans across the United States and offer a highly personalized understanding and supportive experience from the very first interaction.”

Results :

• 500 hours saved per coach per year by automating and facilitating outreach at scale

• Ensured adherence to strict government privacy and compliance guidelines
• Increased effectiveness of coaching team and limited staffing overhead costs
• Improved services tracking and trend spotting to drive executive decision making