WCBS Success Story
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.
The problem
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.
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.
The solution
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
