Do you find yourself relying on outdated processes and tracking your business on paper? What about trying to make critical business decisions without the data you need, or using disconnected systems that make it difficult to analyze your sales and marketing activities’ impact? If you answered, “yes,” to any of these questions, you may benefit from using a funeral home CRM system.
A good funeral home CRM system, like Homesteaders’ EnGauge CRM, solves for many problems, including:
- Incomplete and decentralized data
- Disjointed communication and coordination
- Poor client experience
- Inefficient business operations
- Lack of data security
- Lackluster reporting
About EnGauge CRM
EnGauge is a customer relationship management (CRM) system powered by Salesforce, that’s built to help you manage and monitor your preneed business. In one integrated solution, EnGauge empowers you to manage and grow your business through best-in class solutions, including:
- Marketing automation and lead generation
- Sales pipeline and opportunity management
- Task, calendar and team administration
- Dashboard analytics and reporting
Preneed agents who used EnGauge experienced an average 60% increase in preneed production* after implementing the EnGauge system.
Keep reading to discover common problems a funeral home CRM system – like EnGauge – can help solve, enabling you to unlock your preneed program’s full potential.
Creating Centralized, Complete Data
An effective CRM system helps your team break down data silos by enabling them to store all their client information in one place. This includes contact information, meeting notes, service choices and more. With all your information in one secure place, your team can have a complete view of any given client, enabling them to answer client questions quickly while keeping experiences personal; one of the many reasons why preneed counselors choose to use a CRM system like EnGauge.
When asked to pick one reason he would recommend the EnGauge platform to his colleagues, Homesteaders’ Agent and EnGauge user Robert Knippel explained:
“EnGauge seamlessly integrates with the critical data we gather to provide optimal support to our clients. It is more than just an insurance customer management system; it is a comprehensive Homesteaders Preneed Life Insurance repository, offering relevant data that is systematically organized and instantly accessible whenever needed.”
Streamlining Communication and Coordination
Having information recorded in multiple places – or kept with multiple people – can lead to miscommunication among team members and inefficient processes. By centralizing all your client information in a funeral home CRM system, you can make it easier for team members to communicate with each other and with your client families.
Knippel also shared his thoughts on how EnGauge has improved his preneed sales process or experience:
“As an Insurance Producer, effective organization is crucial for maintaining high productivity. The Salesforce platform stands out as a leading client management solution. Homesteaders has harnessed this advanced tool and tailored it to meet our specific technology requirements as Advanced Funeral Planners.
Whether your approach involves meticulously archiving every detail about client interactions or simply tracking customer communications, both past and future, EnGauge simplifies these processes, making them effortlessly efficient.”
Enhancing Client Experience
When working with client families, it’s crucial to provide compassionate care and personalized experiences. A funeral home CRM system enables you to keep detailed client profiles where you can track their needs and preferences. If you have multiple team members helping a single person, they can quickly review the client’s record in your CRM system, so they’ll never miss a beat. This level of visibility into a client can help team’s create seamless experiences between every interaction.
EnGauge solves for many problems, but its efficient organization stands out to Knippel:
“With access to a computer, I can instantly identify a client and review all past interactions, enabling me to provide top-tier service and address any queries they may have. Given the volume of leads and clients I've generated, I can swiftly search by name or keyword to assess their current status and determine the next steps efficiently.”
Optimizing Business Operations
A strong funeral home CRM system also helps to streamline your business operations, letting your team focus on providing top-tier service. Common efficiencies include helping to automate tasks – like sending reminders and follow-up messages – and enabling more robust reporting. Features like these allow you to work smarter and easily identify areas of opportunity for your firm.
When asked about his favorite feature of EnGauge, Knippel shared the following:
“One of the standout features of the EnGauge system is its alignment with the specific terminology and vocabulary used daily in the preneed market. Extensive effort has been invested to ensure that every aspect of this customer management system corresponds with the industry-standard terms used in planning and contracting processes.
Equally significant is the exceptional support provided by the EnGauge technical team. They are incredibly helpful, interactive and responsive when addressing questions or overcoming obstacles. Moreover, they are open to suggestions for improving the platform and have frequently implemented changes to make Engauge even more tailored to our niche industry needs.”
Ensuring Compliance and Security
Keeping your clients’ data safe and secure is paramount. Using a funeral home CRM system with advanced data protection and privacy features to safeguard your clients’ sensitive information can make your firm stand out as a reliable and trustworthy service provider.
Regarding compliance and data security, Knippel shared:
“In today's landscape of persistent cyber threats, EnGauge offers a robust security system that ensures your client data remains uncompromised. Additionally, all our data is securely backed up at the home office, providing me with the confidence to serve my clients efficiently and effectively.”
Discover how EnGauge can eliminate obstacles, enabling you to unlock your preneed program’s full potential. Just select a meeting time that works for you, and our team will take care of the rest.
*Based on aggregate production dollar amounts from internal EnGauge pilot user data compiled in September 2024, comparing production for the six months prior to becoming an EnGauge system user to the six months after becoming a user.
