I wanted to end with a bang in this final installment of my interview with the director of strategic planning from one of the world’s biggest marketing and CRM companies, BETC EuroRSCG.

Sage Software announced that GuideOne Insurance, one of the nation’s largest insurers of churches and faith-based institutions, has centralized corporate sales and external agency management using Sage CRM SalesLogix. GuideOne has continually expanded CRM functionality throughout its organization to departments handling sales, call center, agency support, underwriting and home office activities. The company currently has 50 Sage CRM SalesLogix users utilizing the solution both on-premises and remotely via the Web and wireless devices.

GuideOne has 17 regional sales directors who each manage over 100 independent insurance agencies. Previously, the company incurred extra expenses for mail campaign, record keeping and manual reporting tasks that were often required of sales directors. Sage CRM SalesLogix now serves as the company’s central database providing timely and accurate corporate sales information while automating the majority of business administration functions.

GuideOne also uses Sage CRM SalesLogix as a partner management tool to monitor activities of the various agencies and individual agents who sell its insurance products, as well as track interactions with prospective agents. Sage CRM SalesLogix provides the sales directors with a comprehensive view of all agent conversations, meetings, sales projections and open sales opportunities.

GuideOne selected Doextra Corporation, a Sage CRM Solutions business partner, to implement Sage CRM SalesLogix. Doextra designed several customizations within Sage CRM SalesLogix including a calculation tool that sales directors use on their laptop computers when meeting with agents to project sales numbers and graph sales volume. Another custom tab monitors each agency’s computer configurations and Internet connection speeds to determine which GuideOne online tools each agency can use.

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