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Financial CRM Technology

Customizable

You can quickly customize SEDONA CRM in a number of ways to suit how your bank or credit union needs to conduct its relationship management activities.

Configuring SEDONA CRM

Configuration is the ability to modify SEDONA CRM as a software user, requiring no custom development or professional services to make the change. SEDONA CRM lets you configure:

  • your organization structure, including the number of levels and names of branches, regions, and divisions or banks within the overall structure.
  • householding, including whether to household commercial and retail accounts, and how to handle household members with differing last names.
  • custom reports, by copying standard reports and quickly modifying them, or building new reports from scratch.
  • processes for tracking and responding to referrals, for calling and selling campaigns, for staff training and onboarding, or any process at your institution.

Customizing SEDONA CRM

Customization refers to changes which are not made by an SEDONA CRM user but by SEDONA Corporation professional services staff. SEDONA helps you customize SEDONA CRM with:

  • custom data mapping from your core processing system. Certain basic customizations may be included in the standard mapping fee.
  • third party application mapping to bring in credit card, investment, trust, insurance, and other customer and member information.
  • custom development work for capabilities unique to your institution or relating to integration with your other systems.

Learn about the custom reporting available in SEDONA CRM.
Look through our online demo library.
Contact SEDONA to learn how your financial institution can configure and customize SEDONA CRM to suit the way you work.