The "CRM" for Funeral Services
Funeral Services Needs A CRM Too
A Funeral Service is important. Everyone deserves a funeral because every life is valuable, every life deserves recognition, every life deserves that 'pause' in our busy day to remember that this person lived and contributed.
SugarCRM enables Funeral Services to manage all activities associated with funerals, cemetery and crematorium business operations in real time.
Funeral is the final Journey for a man in this
world, where he or she leaves their beloved to reach eternity. CRM can
make that final journey smooth. SugarCRM have been extensively customized to
manage the Funeral Services Process. Funeral Services for the following
religion are addressed too.
• Roman Catholic
• Free Thinker
• Bai Yang
As part of the Funeral Process, the following stages are defined in the System.
At various stages, people with different roles gets involved to
complete the above cycle.
Following are the Roles
involved in the system:
1. CSO at the Inquiry Stage.
2. Consultant at the
3. Operations at the Execution
and Set up Stage.
4. Consultant at the Visitation Stage.
5. Operations and Consultants
at the Funeral Activities stage.
Inquires are received and address by the CSO and recorded into the system. The inquiries are classified based on the discussions and is address appropriately by the CSO.
CSO then informs the Consultant to take the inquiries further. Consultants will suggest Funeral Service Packages with standard set of Services or Customer can also choose from A'la carte.
Once the consultations is completed, the packaging and operation team takes over and prepares the “Sending Order” and “Consignments” and delivers them to the client's location. The Entire setup is completed till the actual Funeral including management of Transportation.
All the services offered during the Funeral Process, various vendors and suppliers are involved. SugarCRM helps to track these information as part of the inquires.
Finally, once the funeral service is completed, the feedback
from the client is collected and that info is fed into the system.
One of the important features is that the System is accessed via Mobile devices like phones and tablets as the consultants are always on the move. SugarCRM enables them to update the system so that the back end team involved in the process is updated periodically.