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Lifeline's services are distributed through more than 2,500 hospitals, social service agencies, and organizations that serve seniors and people with disabilities. For years, account reps struggled to manage huge territories using Microsoft Outlook as their only sales and contact management tool. Headquarter staff members were unable to assist field reps with fulfillment, territory management, or specific marketing programs. So, few years ago the company implemented Sage CRM SalesLogix in their Senior Living Division, the group that markets to assisted living facilities and retirement communities. The local Sage Software business partner helped them through a needs assessment process to determine how Sage CRM SalesLogix would address their requirements.

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