SEDONA CRM Modules

Process Manager

In a busy branch, reaching out and responding effectively to customers and members is often a process involving different steps, people, and locations. A teller or service rep who identifies a need for a new account is required to pass the opportunity along to a colleague in retail or commercial banking, trust or insurance. That colleague in turn must be alerted and respond promptly, while interest is still strong on the part of the customer or member. Often the opening of a new account requires a review or approval step, and a prompt contact to follow up on the result.

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Process Manager helps your busy staff log contacts with customers and members and ensure that the right steps are taken by the right people, in the right timeframe. Your bank or credit union has specific guidelines and ways of doing things, and SEDONA CRM lets you set up processes to reflect how you do them today, or how you plan to do them better tomorrow. In a few simple steps, you can set up a process for:

calling campaigns for promoting new products.
courtesy calls for retention and loyalty, such as birthday or holiday greetings.
welcome calls or mailings to new customers and members.
referrals from tellers and service reps for new accounts and services.
responses to all types of customer requests.

Process Manager integrates with Campaign Manager to take lists of targets for your outreach campaigns and place each individual or household in your bank or credit union’s standard process, assigned to the appropriate staff. Whenever you are following a process for a customer or member, you can call up their consolidated account, individual, and household information in Point of Service.

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Contact SEDONA to learn how Process Manager can help all your staff work more promptly, consistently, collaboratively, and therefore effectively with your customers and members to foster more loyal and profitable relationships.