CRM Software Industry News

ACT! customer service and marketing capabilities improve operations for thousands in the lending industry

Scottsdale, Ariz. – October 18, 2005 – Sage Software announced today that LoanToolbox, the leading provider of sales training and marketing resources for the lending industry, has implemented the ACT! by Sage contact and customer management solution to improve lead generation. Additionally, LoanToolbox has incorporated ACT! as part of its core service offering. In conjunction with the company’s training and consulting services, LoanToolbox members are provided with customized ACT! templates designed to expedite loan application processing and improve overall customer service and marketing operations within each organization.

“ACT! is an integral part of the value that we provide to our clients. Part of what we do is teach lending companies how to make contact and customer management an active part of their operations. Because many of our clients are selecting ACT! for their own use, we provide them with customized ACT! screen templates specifically designed for the lending industry. This allows our clients to immediately improve the way they work with their customers,” commented Rich Katz, president, LoanToolbox.

More than 3500 loan officers and executives – approximately half of LoanToolbox’s overall membership – have downloaded LoanToolbox’s customized ACT! templates to help track and sort customer information valuable to the loan application approval process. For example, LoanToolbox’s templates offer built in queries to help officers search records by loan type as well as contain fields that track information about applicants’ financial philosophies.

LoanToolbox also uses ACT! to execute its targeted marketing and sales efforts. The company’s unprecedented growth over the past two years prompted a 50 percent increase in ACT! contact records, now totaling more than 70,000.

“LoanToolbox’s use of ACT! is a testament to the strong customization features and marketing toolsets that the product has allowed us to enable for the company, said Michelle Horn, CEO of Bullfrog Solutions, an ACT! Certified Consultant. “The LoanToolbox members we work with tell us that the powerful yet intuitive ACT! customer and contact management solution is at the core of their sales, marketing and communications efforts.”

ACT! by Sage

ACT! 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 LoanToolbox, 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 Premium for Workgroups 2006 – for workgroups of up to 50 networked users 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 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)

Originally Syndicated via RSS from Blog

Filed under: ACT!