SugarCRM creates streamlined backend processes for leading Education Technology company, WCBS.

About the company

WCBS specialises in providing game-changing integrated management systems to Independent and International schools. Their three core areas of service include admissions software, finance platforms and management information systems.

WCBS sets out to support schools in delivering outstanding education as the leading supplier of world-class technology.

Education technology graphic

WCBS needed a CRM that allowed collaboration and remote access

WCBS have hundreds of Schools on their customer list, and thousands of prospects, reaching every corner of the globe. They needed a CRM that helped them manage these opportunities and projects efficiently.

Their in-house system was causing inefficiencies between departments. The software, which they had written themselves, didn’t allow them to access it remotely. This caused issues for the team at WCBS as they often carry out onsite visits to clients. They also recognised that there was no automation or workflow management; everything was separate and not flowing seamlessly from department to department. 

They wanted an efficient and accessible CRM

So, when they decided to look for a new CRM platform, they discovered SugarCRM. SugarCRM can be hosted on the cloud, on our servers, or on your own servers, which was important for WCBS during their decision-making process.

Alex Williams
Operations Director
"SugarCRM has increased our business efficiency and cross-departmental communication".

enable.services A user-friendly, custom system for all departments

SugarCRM offers a range of built-in tools to help you customise your system quickly and efficiently. WCBS used these by creating new modules, fields, and workflows. This allows them to record accurate information and boost user adoption.

WCBS also use a range of different add-ons and packages to enhance their SugarCRM system. One that they find particularly helpful is a survey add-on. This allows them to create target lists to send the survey to, build and change the questions, and get the feedback quickly and easily – all within SugarCRM.

Other features:

  • Sandbox environments to practice creating customisations
  • Process definitions to manage, trigger and delay events
  • Pre-sales processes and information stores in Sugar
  • Dashboards to see project and support KPIs