Quick and Easy Implementation

Getting up and running with SEDONA CRM/SEDONA MRM can be surprisingly quick, a matter of one to two months when your bank or credit union is motivated to begin programs for retention, loyalty, outreach, and cross-selling.

• Stage your SEDONA CRM/SEDONA MRM server. Install SEDONA CRM/SEDONA MRM with assistance from SEDONA Corporation experts.
• Use SEDONA CRM/SEDONA MRM as a service bureau offering from your core processor. Several core processors provide this to their clients, handling system installation and administration for you.
• Pull in data from your core processor and third party applications. Mapping is already in place, with little or no modification needed, for a variety of popular core processors and third party applications.
• Quickly configure your organization structure and householding capabilities.
• Use the SEDONA CRM/SEDONA MRM FastTrack services to provide your executive team with findings and recommendations for profitable, high-return programs for retention, outreach, selling, and marketing.
• Train your team using professionals with SEDONA CRM/SEDONA MRM experience and financial institution marketing and relationship management expertise.
• Use the SEDONA CRM/SEDONA MRM hotline for on-demand assistance with and guidance on reports, campaigns, processes, and other questions.
• Quickly develop new reports by customizing any of over 75 standard reports available with SEDONA CRM/SEDONA MRM from day one.
• Utilize any of SEDONA CRM/SEDONA MRM’s targeted Professional Services packages to supplement your staffing constraints, helping to develop reports and devise processes, or provide marketing, retention, selling, and profitability assistance.

Learn how SEDONA CRM/SEDONA MRM has been specifically developed for financial institutions.

Look through our online demo library.

Contact SEDONA to learn how SEDONA CRM/SEDONA MRM’s capabilities and services make implementation quicker and easier.