SOURCE: Sage Software

March 06, 2006 09:00 ET

Lincoln Savings Bank Strengthens Marketing Campaigns and Achieves Consistent Sales Growth With Sage CRM SalesLogix

Departmental Feature Customizations Drive Targeted Customer Segmentation, Efficient Customer Service and Increased Cross-Sell Opportunities

SCOTTSDALE, AZ -- (MARKET WIRE) -- March 6, 2006 -- Sage Software announced today that Lincoln Savings Bank (LSB), an Iowa-based financial services company that offers customer services ranging from insurance to retirement programs, has improved its marketing and customer segmentation efforts using Sage CRM SalesLogix. Since implementing Sage CRM SalesLogix in January 2000, LSB has used the system's capabilities to automate key business processes, increase cross-selling opportunities and achieve consistent sales growth.

"We strive for a relationship culture, not a sales culture, and Sage CRM SalesLogix is the tool that allows us to achieve that," said Mike McCrary, 1st VP, Marketing, Lincoln Savings Bank. "Large enterprise-level alternatives we looked at from Siebel, Pivotal and Onyx were too costly and overly complex -- they required guys in white lab coats to administer them. Customization in Sage CRM SalesLogix was easy and intuitive allowing us to tailor the solution to meet the needs of our business."

Customer Intelligence Helps Hometown Bank Differentiate Its Services

Despite a 100-year corporate culture centered on customer service, LSB recognized it was missing opportunities to automate critical business processes. Specifically, the company wanted to avoid redundant data entry, speed the process of responding to customer inquiries and market additional bank services to its customers.

LSB worked with Doextra Corporation, a Sage CRM Solutions business partner, to implement a customized version of Sage CRM SalesLogix. Prior to the implementation, LSB agents handled each sales activity individually, unaware of what other services a customer may have already been using. LSB now has 120 users across 12 branches that access a centralized Sage CRM SalesLogix database to view customer data that is organized by household accounts. A complete history of each customer's transactions with the bank helps agents to better match available services with customers who are ideal cross-sell candidates, while monitoring activity across each account.

Sage CRM SalesLogix is also used to manage the bank's segmented marketing campaigns. For example, agents can target customers approaching college graduation with information on home and auto loans. Detailed Sage CRM SalesLogix reports help campaign managers make informed decisions when allocating the marketing budget.

"LSB needed a CRM solution that could cater to each of its functional departments," explained Sunnie Richer, president, Doextra Corporation. "The company was very open to involving employees in our design of its Sage CRM SalesLogix implementation so we could identify workflow inefficiencies, redundancies and missed opportunities and then customize the appropriate features to address their needs."

Sage CRM SalesLogix

With over 7,000 customers worldwide, Sage CRM SalesLogix is the CRM leader for small to medium-sized businesses. Sage CRM SalesLogix delivers easy-to-use and integrated sales, marketing, customer service and support automation solutions that can be tailored to an organization's unique customer acquisition, retention and development processes.

Sage CRM SalesLogix is part of Sage CRM Solutions, the only family of CRM products designed specifically for the needs of small and mid-sized businesses that also includes ACT! by Sage, Sage CRM and For more details, visit or call (800) 643-6400.

About Lincoln Savings Bank

Lincoln Savings Bank is a $377 million, Full Service Bank and Member of the Federal Deposit Insurance Corporation. Owned and managed in Iowa by Iowans, LSB is committed to the communities it serves. LSB also provides investment, insurance and real estate products and services. For more information, please visit or call (800) 588-7551.

About Doextra Corporation

Doextra Corporation offers expert consulting and support based on extensive experience implementing Customer Relationship Management (CRM) applications. Doextra is a certified Sage Software CRM Solutions business partner headquartered in Des Moines, IA and has an office in Omaha, NE. For more information, please visit or call (515) 875-4970.

About Sage Software

Sage Software offers leading business management software and services that support the needs, challenges and dreams of more than 2.5 million small and mid-sized business customers in North America. Its parent company, The Sage Group plc (LSE: SGE.L), supports 4.7 million customers worldwide. For more than 25 years, Sage Software has delivered easy-to-use, scalable and customizable software for accounting, customer relationship management, human resources, time tracking and the specialized needs of accounting practices and the construction, distribution, manufacturing, nonprofit and real estate industries. For more information, please visit the Web site at or call (866) 308-2378.

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