Case Study: Sofia University achieves up to 5% higher conversions and improved student engagement with SugarCRM

Enhancing Student Engagement University Boosts Conversions Up to 5% with SugarCRM

Sofia University, a small higher-education institution focused on transpersonal psychology with campuses in Palo Alto and Costa Mesa, faced fragmented systems for marketing, events, and admissions that left counselors juggling manual tasks, duplicate outreach, and poor visibility into student interactions. The university needed a single, intuitive platform to automate routine communications, centralize data, and improve cross-team collaboration.

By adopting Sugar Sell and Sugar Market, Sofia centralized lead and interaction tracking, automated lead assignment and follow-up, and enabled unified email and event management. The integrated solution saved staff time, improved coordination and student outreach, and drove a 2–5% lift in conversions across programs (over 5% for the Master’s in Counseling Psychology) while increasing overall student engagement.

Sofia University

Ashley Simon

Senior Admissions Counselor