05/12/2023

What cemetery software features do sales teams need?

Giving your cemetery salespersons the best tools and software will help them close more deals and provide better customer service and support.  Based on common sales requirements for cemetery software, here are some features you should have for your sales team:
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Easily Manage Cemetery Records

Salespersons need to manage records of sales, burials, and other transactions in the cemetery. The software should be able to store, retrieve and manage records efficiently and accurately.​​​ Salespersons shouldn't be required to manually manage or track paperwork.  Digitizing your record management so salespersons can focus on customers is critical in the deathcare industry.
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Track Plot Availability and Location

Cemetery software should have the ability to manage plots, including inventory, availability, and location. Salespersons need to be able to see the layout of the cemetery, the availability of plots, and the pricing associated with each plot.  Further, customers should have easy access to see digital maps of the cemetery so they can more easily see the cemetery layout and select their burial plots.​​​ Paper maps are a thing of the past, and cemeteries that adopt technology to provide interactive maps to their customers are leading the way.
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Support Online Payment Processing

Salespersons need to be able to process payments for plots, burials, and other services. The software should be able to handle different payment methods and provide receipts and invoices.  Sending electronic invoices to customers so they can pay them online using their credit card speeds up the process and sales cycle, which is critical for at-need purchases.
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Quickly Access Your Sales Dashboard

Salespersons need access to reports that provide information on sales, revenue, and other key metrics. The software should be able to generate reports on demand and provide real-time insights into the performance of the cemetery. Providing the salespersons and manager with a dashboard of leads and opportunities that get tracked through the stages of a sale cycle will keep your pipeline healthy, and insure accountability.
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Maintain Customer Relationships

Cemetery software should have easy-to-use Customer Relationship Management (CRM) features, enabling salespersons to manage customer information, track interactions, and provide personalized service.  Your sales team should be able to schedule meetings, add tasks, and enter notes so no prospect or customer is neglected.
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Provide Mobile Access

Salespersons need to be able to access cemetery software on their mobile devices while they are on the go. The software should be optimized for mobile devices and provide the same functionality as the desktop version.

These are some of the features that salespersons might need in cemetery software. However, it's important to note that the specific requirements may vary depending on the size and complexity of the cemetery, as well as the sales processes used by the organization.  EverArk was built with these features in mind so your sales team has the best tools to provide the best customer experience and service.

Request a demo of EverArk today to see how you can improve and increase your sales.