Delta Dental of Oklahoma Cuts Account Processing In Half With Sage SalesLogix CRM
Not-for-profit dental benefits provider replaces manual processes with CRM efficiencies
Scottsdale, AZ (Dec. 14, 2011)—Sage North America today announced that Delta Dental of Oklahoma, a not-for-profit provider of dental benefits to individuals, small businesses and Fortune 500 corporations, uses Sage SalesLogix CRM to automate account management and auditing. Delta Dental has cut its underwriting process time in half using Sage SalesLogix, while decreasing auditing time 60 percent.
“We are impressed with the large amount of time Sage SalesLogix saves us monthly during account renewals,” said Kelly Graham, director of client relations and underwriting for Delta Dental of Oklahoma. “Time and manpower are critical assets for our organization and Sage SalesLogix helps us find better ways to use both.”
From Manual To Well-Managed
Delta Dental needed a better way to manage account reviews, renewals and rate adjustments. Its monthly processes involved manually pulling account data from several software applications, preparing spreadsheets for review and manually entering updates in multiple locations. This required too many staff members, and accounts needed 100 percent auditing because of the information’s legally binding nature and potential for data entry error. Any changes made to auditing spreadsheets were noted in an Excel® document which made reporting difficult. Delta Dental’s process for clients with multiple locations, plans or operations was even more intensive.
Delta Dental now pushes data automatically into a customized Sage SalesLogix account renewal tool allowing 40 of its employees to view data, make adjustments and communicate with clients upon approval. The company seeks to do business in as many paperless ways as possible using Sage SalesLogix for account history storage, contact management, scheduling, proposal generation and cross-departmental communications.
Sage SalesLogix—available for on-premises, Cloud and mobile deployments—provides businesses a complete view of customer interactions across sales, marketing, customer service and support functions so teams can collaborate and respond promptly and knowledgeably to customer inquiries and sales opportunities. Powerful process automation and a highly customizable platform help businesses achieve stronger sales results. For more information call 800-643-6400 or visit www.sagesaleslogix.com.
About Delta Dental
Headquartered in Oklahoma City, Delta Dental of Oklahoma is the oldest, largest and leading provider of dental benefits in the state. A not-for-profit corporation, Delta Dental services more than 700,000 eligible members and nearly 3,000 clients and customers - from individuals and small businesses to Fortune 500 corporations located throughout Oklahoma and nationwide. Through its charitable foundation, Delta Dental of Oklahoma has contributed nearly $3.5 million to help provide greater access to oral healthcare and education to all citizens of Oklahoma.
About Sage North America
Sage is a leading global supplier of business management software and services for small and midsized businesses. The Sage Group plc, formed in 1981, was floated on the London Stock Exchange in 1989 and now employs more than 12,300 people and supports more than 6 million customers worldwide. For more information about Sage in North America, please visit the company website at www.SageNorthAmerica.com. Follow Sage North America on Facebook, http://www.facebook.com/SageNorthAmerica, and Twitter, http://twitter.com/sagenamerica.
Sage North America
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