Sage Software Boosts Bank's Marketing

Share this article:
Lincoln Savings Bank has improved its marketing and customer segmentation using Sage CRM SalesLogix, Sage Software said.


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


Share this article:
close

Next Article in Data/Analytics

Sign up to our newsletters

Follow us on Twitter @dmnews

Latest Jobs:

Featured Listings

More in Data/Analytics

MeritDirect Introduces Predictive Marketing Suite

MeritDirect Introduces Predictive Marketing Suite

New solutions include next logical product and customer lookalike modeling. The long-time direct marketing player announces it will open a San Jose office in September.

App of the Week: Refresh

App of the Week: Refresh

Cool or creepy? Refresh provides data that aims to help marketers and salespeople spark relevant in-person customer conversations.

Data Helps Wyndham Hotel Group Deliver a Five-Star Experience

Data Helps Wyndham Hotel Group Deliver a Five-Star ...

The hotel company relies on technology to ensure that its rates and inventory are in sync across platforms.