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Modules

SEDONA CRM is designed as a single product with separate modules, each one helping with specialized aspects of managing your institution’s relationships with customers and members. Departments and staff canuse the appropriate modules for their tasks.

With the modules in SEDONA CRM working together to complement and enrich each other, your bank or credit union has the flexibility to use only those capabilities you need for now. Your institution can grow its relationship management initiatives at a pace that suits your staffing and resource constraints and schedules. Once you are using one module, it is easy to add another to further enhance your relationship management activities.

 

SEDONA CRM contains the following modules:

 

  • Point of Service provides a consolidated view of individuals and households so that your staff can deliver the right relationship building response during their contacts with customers and members.
  • Campaign Manager lets you define target lists for marketing and sales efforts, then track the response to your campaigns in terms of new accounts, new balances, and new profit.
  • Report Manager walks you through the account information, powerfully consolidated by SEDONA CRM, to deliver reports on marketing, retention, loyalty, and profitability of customers and members.
  • Process Manager ensures that your staff follow standardized procedures to reach out to and respond to customers and members, both current and prospective.
View more detailed technical information about SEDONA CRM.
Look through our online demo library.
Contact SEDONA to see how your bank or credit union can use SEDONA CRM to flexibly grow and enhance your relationship management efforts.