FOREST SCHOOLS CRM DEVELOPMENT

The Client: Forest Schools Education is the largest provider of Forest School training in the world. They run training courses all over the the UK, the USA and China.

Client Website: https://www.forestschools.com/

The Challenge:

Forest Schools Education had been using ageing ACT CRM software to capture client information and manage course bookings. This did not integrate with their website and was:

• Time consuming as all contacts and bookings had to be entered manually

• Clunky and slow to operate

• Locally hosted and therefore not accessible globally

• Proving to be unsustainable as the company grew

They needed a far better way of managing clients and course bookings.

The Solution:

Appt worked with Forest Schools Education Ltd to develop a bespoke online customer relationship management platform (CRM) and booking system which integrated in to their existing website.

This:

• Allowed customers to book courses directly through the website

• Enabled FSE to automatically send emails to all customers on a particular course and give them access to relevant documents

• Empowered FSE to better manage the administration and delivery of courses.

• Provided a central platform, which could be accessed worldwide and expanded further as the company developed

• Was a tailor made solution built to facilitate their specific workflow requirements

• Saved FSE money previously wasted on inefficient off the shelf software packages

• Saved FSE time by making previously laborious tasks automatic

Appt continue to work with Forest Schools Education to adapt the system further.