Back to Tukios
.png)
FuneralDecisionsCRM helps with managing relationships and communications with families that you have served or are looking to serve in the future. Sales Counselors who have transitioned from a tickler file system or other paper based lead ‘tracking’ methods report 15-30% increases in sales.
Use FuneralDecisionsCRM for:
∙ Preneed Sales Leads ∙ Aftercare
∙ Family Follow Up
∙ Grief Counseling ∙ Outreach
∙ Email Marketing
We‟ve included just the right mix of features and ease-of-use functionality. The features you need, the capabilities you want and none of the confusing extras.
∙ Intuitive, Easy-Learn
Design
∙ Follow-Along Training
∙ Full Email Marketing
Capabilities
∙ Letter-Based Marketing
∙ Automated To-Do
Reminders
∙ Customization
∙ Sales & Marketing
Automation
∙ Website & Digital
Marketing Integration
∙ Mobile App
∙ No Contracts or Startup
Fees
Contact us to learn more:
Michael Regina
201-743-8116
Michael@FuneralDecisions.com
http://helpmorefamilies.com/crm
Overview of Features and Functionality
1. Usability – FuneralDecisionsCRM is one of the most „User Friendly‟ systems currently available. Counselors can begin using the main functionality of the system within 10 minutes. We include a “Show Me How” tab on each counselor‟s system that will literally walk them through each step of using the CRM. When viewing a contact‟s information page, everything is present on one screen, so no back-and-forth to view important information.
Why That‟s Important – Spend less time training staff/new hires on using the system and more time having them sell. Plus when a system is easy to use, your counselors will adopt quicker and work more effectively.
2. Web-Based and Mobile – Your FuneralDecisionsCRM is accessible from any internet connected computer, tablet or smart phone anywhere in the world. The mobile version is formatted specifically for a smart phone which enables you to work your contacts on the go.
Why That‟s Important – Counselors are no longer tied to a specific computer in your office. They can access their contacts, to-do lists, appointments, and anything else in the system from anywhere they want. If your counselors are often giving in-home presentations, they no longer need to worry about printing out the family‟s information, taking notes on the paper, and then re-entering it when they return to the office…everything can be done on their phone (and they can dictate their notes too) and will show up in the system in real-time.
3. Customizable – You are able to customize many aspects of your system, from the customer information fields, sources, categories and flags, to the marketing paths and to do plans for your staff.
Why That‟s Important – Every funeral home and cemetery does business a little different than the next. We provide a great starting base, but give you the ability take the system and make it your own. The overall flexibility of the system allows it to fit to your business and not the other way around.
4. API Reporting & Integrations – API essentially means that our system can integrate with other systems that you may be using, which enables seamless information transfer between multiple programs. Excel and web-based systems are able to pull information directly from your CRM‟s database instantly, no exporting and importing data. Why That‟s Important – To increase the flexibility of our system, we enabled it to “talk” to your other systems which means that FuneralDecisionsCRM will fit right in with your current way of doing business. And because we know every business likes different reporting capabilities, being able to pull your contacts directly into Excel or another reporting system allows you to generate custom reports and dashboards so that you can keep up-to-date with your business.
5. Marketing and Sales Force Automation – FuneralDecisionsCRM enables you to automate portions of your sales and marketing processes by automatically sending emails, assigning to-do plans and autoresponder campaigns.
Why That‟s Important – Your counselors can now spend less time sending emails and more time working directly with families that need their assistance. Your CRM can automatically respond to information requests, stay in contact with cold leads, send emails on a specific day and remind your counselors about phone calls and appointments. The system can even remind the consumer about their meeting!
6. Website Integration – FuneralDecisionsCRM integrates directly with your website‟s “Contact Us” form, “PrePlanning” form or any other section where you capture visitor‟s contact information. The system will automatically alert a counselor about the new contact, can assign a To-Do plan or respond automatically to the request. Why That‟s Important – Counselors are no longer printing out an email only to re-enter it into a lead management system; this saves time and eliminates input errors. And because everything is stored in one central location you are no longer losing contact information or wasting time going through full email inboxes to find a person‟s phone number.
7. Follow-Up Assistant – The Follow-Up Assistant automatically stays in contact with cold leads, enticing them down the sales funnel with our service education campaign. FuneralDecisionsCRM comes with both an online and offline version, however only the online is completely automated.
Why That‟s Important – If your counselors are commission based (who usually go after the newest leads) or just don‟t have the time to keep up with a lead, the Follow Up Assistant can increase your sales by as much as 20% by doing the leg work for your counselors and staying in contact with your forgotten leads. By some measures, as much as 70% of the leads you have are not properly followed up with and therefore are lost sales.
8. Sales Manager View – FuneralDecisionsCRM enables Sales Managers to stay up-to-date with their counselor‟s activities. Quickly view appointments, to-do‟s, or filter contacts based on activity date. No more generating and printing time consuming call reports or activity lists.
Why That‟s Important – By not running structured weekly reports, your Sales Manager has the ability to view in real-time what your counselor‟s are doing. Filter contacts by last note or last edit date, see To-Do items that were completed today or that are still in progress. Let your Sales Manager do their job, not run administrative tasks.
9. Sales Coach & Content – FuneralDecisionsCRM comes with a library of professionally written sales and marketing letters and emails. We work with such industry consultants as Gary O‟Sullivan and John Callaghan, to keep our library consistently updated with some of the best content possible. The “Sales Coach” is a collection of videos and documents by Gary and John, covering a variety of sales and marketing topics, which even a seasoned counselor will appreciate.
Why That‟s Important – Well written letters helps to increase sales. Gary and John are two of the top individuals in our industry and now you can tap into some of their expertise. Plus the “Sales Coach” will help sales people of all levels to increase their skills.
10. Advanced Customer Segmenting – With advanced segmenting functionality, you can now quickly filter down a list of thousands of leads to a very specific sub-set of the group and then send a letter, email or assign a To-Do.
Why That‟s Important – Sending semi-customized letters or emails to contacts increases your chances of converting more to customers. Let‟s say you want to send a letter to every person in a specific zip code who called asking for information regarding cremation with viewing during the month of August last year. Within seconds you can filter your contacts down to this specific list of individuals and generate a mail merged letter along with address labels…saving you time, money and more importantly, customizing the sales experience.
11. Full Feature List:
a. "Easy Learn" User Interface b. Bank Level Security & Back up
c. Custom Fields
d. Custom Sources
e. Custom Status
f. Custom Flags
g. Centralized Email/Letter
Repository
h. Email Marketing
i. Email Analytics
j. Email Automation
k. Appointment & To-Do
Reminders
l. Bulk Contact Import/Export m. Group Editing
n. Website Integration
o. Landing Pages & Templates p. Quick Notes
q. Audio Messages
r. Birthday Reminders
s. Mobile Access
t. API Access
u. Sales Manager Views v. Text Messaging
w. Sales Coach Videos & Documents
x. Follow-Up Assistant
y. Phone Scripts
z. Sales & Marketing Templates w/consistent updating
(Email/Letter)
