Case Study: WFG National Title Insurance Company achieves cloud migration and automated sales & marketing efficiency with SugarCRM

WFG National Title Insurance Company Migrates to the Cloud to Realize the True Value of Automated Sales and Marketing

WFG National Title Insurance Company set out to streamline the real estate transaction experience but was held back by fragmented vendor systems, manual rekeying, and CRM and marketing tools that either acted like address books or failed to integrate. After multiple failed builds and costly, unusable enterprise options, the company needed a unified, easy-to-use CRM and marketing automation platform that would drive adoption across sales and marketing and enable data-driven engagement across its three divisions.

WFG partnered with W-Systems and migrated to SugarCRM’s cloud platform, deploying Sugar Sell, Sugar Market and integrations like Oktopost to automate workflows, merge documents, and track campaign effectiveness. The move delivered faster, centralized reporting and one-click processes, lifting CRM adoption to nearly 90% (a 45% increase), improving marketing efficiency with reusable templates and personalization, increasing event and campaign engagement, and simplifying quarterly cloud updates—resulting in clear ROI and stronger sales-marketing alignment.

WFG National Title Insurance Company

John Williams

Program Manager