Getting Started

The first thing you discover when you use SEDONA CRM is more than 75 standard reports that immediately provide useful information in the following areas:

• marketing campaigns with response rates.
• retention gain, lift, and risk.
• cross-sell recommendations and profitability.
• profitability by product mix, branch, and decile.
• accounts open and closed, top and bottom.
• product information on loan delinquency and balance stratification.
• call lists for maturing loans and CDs, birthdays, new customers and members.
• bank level and branch level reports on households, balances, and profitability.
• referrals and new account opening rates.
• market penetration.

In the system, you will see a personalized portal of only the information that you need for your customer or member relationship management activities. Your home page displays charts and links to the reports and applications you need to use.

Learn more about the modules in SEDONA CRM.
Look through our online demo library.
Contact SEDONA to see how quickly you can get started using SEDONA CRM to better retain and foster loyal, profitable relationships.