Sedona Corp., a provider of Web-based customer relationship management services for financial services companies, yesterday made available a new version of its CRM system, Intarsia.
Intarsia V3.2 was released following a structured beta-testing period by several Sedona customers.
Intarsia V3.2 includes a new Web-based query builder and report writer designed to assist users in creating and distributing critical reports and other information. The new system is a guided, point-and-click interface that enables small and midsize financial institutions to build and publish reports once, yet still provide a report that is tailored for each individual user.
According to Sedona, King of Prussia, PA, this enhanced Web-based system does not require any software installation or maintenance on the users' PC. This can save the organization time and resources, and allows for information to be accessed easily by anyone in the organization who is authorized.
Another feature in Intarsia V3.2 is Point of Service, which allows for more fluid availability of information. This new tool allows a financial institution's front-line employees to have information at their fingertips, and allows them to enter critical information that they gather during personal interactions with customers or members right into the system in real time.
Sales opportunities or support issues can be effectively passed and tracked to the right people in the organization for timely follow-up.
Several features were added to Intarsia V3.2 to provide sophisticated analytical capabilities, including Advanced Householding. Householding allows a financial institution to view an individual customer or member within the context of a household to improve the customer's overall market segmentation.