SALES MODULE
CemSites can improve every aspect of your cemetery’s sales process
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 offer the only sales software in the industry created specifically for cemeteries
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.
Sort and filter leads to find the right leads to call ”right now!”
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.
Our amazing Sales Module will benefit your entire cemetery.
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.
- One-of-a-kind, activity-based CRM- Allows you to schedule events and assign tasks. Both management and staff have a clear picture of which sales activities have been completed, so they can easily see what needs to be done.
- Superior visibility and organization – Put all of your sales data in one centralized location that can be accessed by your entire staff based on permission settings. Everything is organized and displayed for optimal efficiency.
- Role-based permissions – Set access and permissions based on staff member roles.
- Improved collaboration – Use our interactive calendar and activity tracking tools to improve collaboration among your team.
- Accelerated onboarding process – CemSites makes it easy for new sales staff to get up to speed with our core CRM and Sales Module.
Schedule and assign sales activities
Powerful sales tools streamline your management.
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.
Benefits for management:
- Full oversight – Have great visibility with all aspects of your sales team and their activities. Your custom dashboard reports on activity and performance metrics. This includes inbound and outbound communication, estimates cut, and sales conversions. Set clear targets and directions and follow up with data from results in real-time.
- 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.
- Powerful management tools – Allow you to schedule meetings, assign tasks to yourself and your team, schedule events, and track completions. Tracks system activity- All activities are reportable and trackable. Easily assign leads and track your sales consultants productivity.
- Organization – Find what sales are not closing and why, giving you greater ability to make proactive decisions to save sales.
- Set Commissions – Our built-in commission setting features can support any commission model you use, no matter how simple or complex. This robust tool will save you time and hassle.
Powerful organizational tools allow for more efficiency of sales.
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.
Benefits for sales representatives:
- My Day – Leads and prospects can easily be viewed. Helps to generate more leads and identify who to call right now.
- My Activity – Robust sorting tool that organizes your leads so you know who is hot and who is cold.
- My Pipeline – Allows you to see all of your quoted business and sort it by monetary value and other metrics.
- Powerful search criteria – Search for and easily identify hot leads.
Take control of your sales by implementing the Sales Module today!
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!
