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

“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.”