HD Vest Implements CRM System to Improve Workflow and Lead Management
HD Vest Implements CRM System to Improve Workflow and Lead Management
2 PagesCASE STUDY: Learn more at www.w-systems.com For 30 years, H.D. Vest has empowered trusted tax professionals and other financial advisors to deliver financial solutions. Individuals get licensed as affiliated representatives of H.D. Vest to provide financial services like investment products, IRAs, and 401Ks to their clients. HD Vest Implements CRM System to Improve Workflow and Lead Management H.D. Vest Works with W-Systems for Sugar Solutions and PCI Sugar Hosting. H.D. Vest hdvest.com “I would definitely recommend Sugar. It’s a great solution especially if you are looking for an alternative to Salesforce that is more cost-effective and flexible.” Business Challenges Prior to implementing SugarCRM, H.D. Vest was using a “homegrown” CRM system. Its self-built application was a on
