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Banking CRM Solutions

Process Efficiencies

Think of it: an easy, all-encompassing, totally efficient way to define your bank’s very own business processes, then actually monitor and move important projects through the bank. You’ve got it – with SEDONA CRM.

SEDONA CRM helps you achieve process efficiencies by ensuring timely follow-up on critical financial issues and profitable opportunities. It provides a set of process templates you can customize to your bank’s unique needs, adding, for example, custom fields to capture critical, bank-specific data. Process efficiencies come, then, from SEDONA CRM being able to save your banking staff the time it takes to fill out and manipulate documents – like spreadsheets – manually.

In fact, all banking processes can be added and edited easily from a central location online. SEDONA CRM instantly reconfigures and reassigns appropriate work in progress. Authorized banking staff can view the status of work and analyze process efficiencies anytime through a personalized Web-browser portal.

Processes can be triggered manually by a user, by an event or alert, or as part of a banking campaign. Even documents, emails, and other materials can be stored with an individual contact record to allow authorized banking staff a complete view of customer interaction and necessary follow-up.

Improving your bank’s process efficiencies has never been easier. Many SEDONA CRM users seeking process efficiencies have found they can do away with other solutions, because SEDONA CRM can incorporate the best of their functionality into its own workflow management engine.

For a free demonstration of how to ensure and improve your bank’s process efficiencies with SEDONA CRMContact SEDONA today.