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    Consulting & Professional Services Case Studies

    Removing the Barriers to Productivity with Sugar

    BASIC needed to streamline their business processes. UpCurve Cloud 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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