Sage CRM SalesLogix Helps GuideOne Insurance Manage Corporate Sales and Multiple Agency Activities

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“We wanted to minimize administrative overhead by empowering our sales directors with the tools and data necessary to manage and support their territories, no matter where they needed to work from,” explained Justin Smalley, senior business systems analyst for GuideOne Insurance. “Sage CRM SalesLogix and Sage business partner Doextra Corporation delivered our winning combination by providing the flexible CRM platform and installation expertise we required.”

Data Centralization Delivers Comprehensive Benefits

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.

“GuideOne has achieved significant labor savings as they have rolled out Sage CRM SalesLogix across their organization,” explained Sunnie Richer, president, Doextra Corporation. “The company recognized the value of automated business processes early and extended these benefits into the field by having us implement remote and Web-based access capabilities that have kept employees and agents in the know.”

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 SageCRM.com. For more details, visitwww.sagecrmsolutions.comor call (800) 643-6400.

About GuideOne Insurance

Founded in 1947 and headquartered in West Des Moines, Iowa, GuideOne Insurance is one of the nation's largest church insurers, with approximately 45,000 church policyholders. GuideOne also insures faith-based private schools and colleges, as well as not-for-profit senior living communities. GuideOne's personal lines products include auto and homeowners insurance for churchgoers, as well as life insurance products underwritten by the Kansas City Life Insurance Company. GuideOne is licensed to do business in all 50 states and markets its products and services through nearly 1,600 independent and career agents. The company carries an "Excellent" rating from A.M. Best. For more information, please visit www.guideone.com or call (877) 448-4331.

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 www.doextra.com or call (515) 875-4970.

About Sage Software

Sage Software supports the needs, challenges, and dreams of more than 2.7 million small and mid-sized business customers in North America through easy-to-use, scalable and customizable software and services. Our products support accounting, operations, customer relationship management, human resources, time tracking, merchant services and the specialized needs of the construction, distribution, healthcare, manufacturing, nonprofit and real estate industries. Sage Software is a subsidiary of The Sage Group plc, a leading international supplier of accounting and business management software solutions and related products and services for small and mid-sized businesses. Formed in 1981, Sage was floated on the London Stock Exchange in 1989 and the Group now has 5.2 million customers and employs over 13,000 people worldwide. For more information, please visit the Web site athttp://www.sagesoftware.com/moreinfoor call (866) 308-2378.

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