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:
You must be a registered member of Direct Marketing News to post a comment.
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 Opens San Jose Office

MeritDirect Opens San Jose Office

A force in direct mail, the company looks to expand its digital data services with a footprint in Silicon Valley.

Neustar Decides to Hand Data Over to its Clients

Neustar Decides to Hand Data Over to its ...

AK Media Insights Pro turns data over to marketers to create business-specific aggregations, integrate offline efforts, and probe deeper into their sales funnels.

Arthur Hughes, Who Wrote the Book on Database Marketing, Dies at 86

Arthur Hughes, Who Wrote the Book on Database ...

First published in the early days of the Web, Arthur Middleton Hughes's Strategic Database Marketing remains a bible for direct marketers.

Copyright © 2014 Haymarket Media, Inc. All Rights Reserved
This material may not be published, broadcast, rewritten or redistributed in any form without prior authorization.
Your use of this website constitutes acceptance of Haymarket Media's Privacy Policy and Terms & Conditions.