ACT! by Sage Helps Homestead Mortgage Capitalize On Strategically Managed Customer Relationships
Customized contact and customer management solution prompts targeted marketing activities; increases employee productivity and prospect-to-customer conversions
Scottsdale, Ariz. – February 27, 2006 – Sage Software today announced that Homestead Mortgage, a Seattle-based mortgage banking firm, has streamlined its marketing processes and increased sales team efficiency using ACT! by Sage. Since implementing the solution in August 2005, Homestead Mortgage has closed an additional 2 loans each month per loan officer.
“The mortgage banking business is very process driven and our associates are consistently interacting with customers at all stages of the sales pipeline. We needed a system that would map to our business needs without forcing us to change our current sales strategies and respective processes,” said Grant Eckstrom, IT Director/CIO, Homestead Mortgage. “With ACT!, all of our sales associates have instant access to customer data, allowing them to cater to each customer’s unique needs and ultimately close more loans.”
Tailored solution maps critical data to essential business processes
After evaluating several alternative solutions, Homestead Mortgage implemented a customized version of ACT! to manage its customer data and marketing campaigns. Thirty-three sales associates use ACT! to build and manage their prospect pipelines and to help cultivate positive relationships with prospects and customers. Each ACT! customer field is designed to help agents efficiently manage leads and prioritize daily activities in order to close the maximum amount of loans while maintaining high customer satisfaction rates.
ACT! tracks critical loan data – such as lock expiration dates, loan amounts, rates and rebates – for Homestead’s three branch locations. All data is stored in a centralized ACT! database for real-time access. The company’s loan originating system is also integrated with ACT! to provide associates better insight into each customer’s transaction history.
Homestead manages targeted marketing activities based on each stage of the sales process and by specific loan characteristics. An associate can target all prospects who have inquired about purchasing a second mortgage and proactively distribute marketing materials about fixed and variable rate second mortgages, or information on how to take out a home equity line of credit. The target marketing efforts managed through ACT! have helped Homestead increase its prospect-to-customer conversion rate.
ACT! by Sage
ACT! by Sage is the preferred choice of over 2.5 million users to organize, access and manage their comprehensive customer details in a single, integrated solution. ACT! offers a powerful toolset to help companies, such as Homestead Mortgage, improve productivity and increase sales. The feature-rich ACT! toolset allows professionals, sales teams and corporate workgroups to:
Work with easy-to-use and time-tested features that can be customized for individual and industry-specific preferences;
Increase productivity by efficiently managing appointments, activities, documents, customer communications and campaigns and notes/histories;
Improve bottom-line results by automating and customizing key aspects of the sales cycle to provide better forecasting and opportunity tracking;
Access data quickly using keyword searches, detailed views and list sorting;
Organize data efficiently using group, sub-group and company categories; and
Collaborate with team members using Web or Windows permission-based access to customer information, team calendars and company resources.
ACT! by Sage 2006 – for individuals and small teams of up to ten networked users, available at popular software retailers, e-tailers and direct resellers or by contacting Sage Software at 888-ACT-2006 or www.act.com/estore ($229.99 MSRP, upgrade $149.95 MSRP)
ACT! by Sage Premium for Workgroups 2006 – for workgroups of up to 50 networked users 1 is available by contacting ACT! Corporate Licensing at 888-855-5222 and from more than 600 ACT! Certified Consultants located at www.act.com/certifiedconsultants ($399.99 MSRP, upgrade $259.95 MSRP)
ACT! by Sage is part of Sage CRM Solutions, the only family of CRM products designed specifically for the needs of small and medium-sized businesses that also includes Sage CRM, SageCRM.com and Sage CRM SalesLogix. For more details, visit www.sagecrmsolutions.com or call (800) 643-6400.
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Filed under: ACT!