Easily set commissions and manage prospects, leads, and sales while you grow your pipeline with the Sales Module. Schedule events, assign tasks, and monitor all user activity with our activity-based CRM.
Have you ever asked yourself, “From my entire list of prospects, who should I be calling right now?” Or how about, “Which one of these leads is hot? Which ones are cold?” Our Sales Module will help you answer these questions and more!
We know that cemeteries have specific needs when it comes to sales software. Our activity-based CRM makes it easy to schedule events, assign tasks, and monitor all user activity. The system automatically promotes leads to prospects to customers. Easily set commissions, track prospects, leads, and sales. Rapidly identify the right people to call right now, and generate actionable leads.
Once you generate an estimate the system will upgrade a lead and promote it to a prospect. This allows counselors to find all their most important prospects with ease. Once an estimate is approved and a deposit is given the system automatically promotes the prospect into a customer. These automated processes help to keep your data clean when relying on a person to make updates like these, it opens up the system for errors or lack of follow-through.
In the cemetery industry, you want to focus on the clients you serve who are going through a difficult time, while also effectively managing your sales activity and business concerns. Our user-friendly, comprehensive sales software will help you achieve both. Enjoy better management of your sales processes, so you can focus more time on serving your community.
You’ll have all the tools you need to get organized and virtually interact with your sales staff. With all of your data in one place, finding information is a breeze! Everyone at your cemetery–from your manager to your sales representatives and everyone in between–will benefit.
We have specific tools within our sales software that allow you to quickly generate reports, sort and filter lead data in a variety of ways to put your best leads in front of the right sales counselor at the right time. Close the communication loop with your team and easily schedule next actions with your team using MyDay and Calendar functions. Keep track of everything going on in your cemetery with an efficient, bird’s-eye style view.
It’s important to your clients that they get quality time with your sales representatives. They don’t want to be rushed out of the office or stuck waiting for you to sift through paperwork.
With the CemSites Sales Module, your sales representatives’ views and access can be limited to only the information that is important to them, allowing for more efficient use of their time and activities. Streamlining workflows, providing better oversight, and helping consultants work more efficiently will enable them to give your clients the time and attention they deserve.
This powerful module will simplify and streamline your entire sales process so you can spend your time where it counts–with the families you serve. We guarantee every member of your team will love the benefits of our amazing sales software!
