Case Study: Lincoln Savings Bank

Background
Employee-owned Lincoln Savings Bank of Reinbeck, Iowa has continued to grow and thrive for over 100 years. From its twelve branches across central and eastern Iowa, LSB offers a rich menu of conventional banking services as well as financial services such as insurance, investment counseling, and real estate services.

Challenge
Lincoln Savings Bank wanted to better capitalize on opportunities to market additional bank services to its customers. The company also wanted a definitive way to measure the results of its marketing campaigns, to see how effectively it was spreading its message.

CRM Solution
Sage CRM SalesLogix offered enormous customization flexibility, enabling it to conform to the bank’s specific requirements. A combination of Windows and Web Clients was selected allowing the bank to roll out the solution to more users at an attractive price.

Results
With Sage CRM SalesLogix, each employee sees a complete picture of a customer’s relationship with the bank, adding notes as appropriate, and recording valuable information. Agents no longer need to search in multiple places for customer information, and bank policies and documents can be placed in the Sage CRM SalesLogix library for speedy access by all. The information provided by Sage CRM SalesLogix enables the bank to make informed and strategic choices about where to spend its marketing budget.