Sage Software Boosts Bank's Marketing
Lincoln Savings, an Iowa-based financial services company, offers customer services ranging from insurance to retirement programs. The bank installed Sage CRM SalesLogix in January 2000.
Lincoln recognized it was missing opportunities to automate critical business processes. The company wanted to avoid redundant data entry, speed response to customer inquiries and market additional services.
Lincoln agents previously handled each sales activity individually, unaware of what other services a customer already was using. The bank now has 120 users across 12 branches who access a Sage CRM SalesLogix database to view customer data organized by household accounts. A history of each customer's transactions with the bank helps agents better match services with customers who are ideal cross-sell candidates.
Melissa Campanelli covers postal news, CRM and database marketing for DM News and DMNews.com. To keep up with the latest developments in these areas, subscribe to our daily and weekly e-mail newsletters by visiting www.dmnews.com/newsletters