Digital tools are a great way to help with time management and productivity so you can spend your time doing what you truly value: serving client families. These tools include ways to increase efficiency for project management, marketing, communication within the team and day-to-day operations.
Learn more about the benefits of these tools and determine which tool is the right solution for your firm in this navigation guide:
- How to use Trello for project management
- How to use Slack for project management
- How to use Asana for marketing and communications
- How to use Pinterest for marketing and event planning
- How to use DocuSign for operations
- How to use MileIQ for operations
TOOLS FOR PROJECT MANAGEMENT
HOW TO USE TRELLO FOR PROJECT MANAGEMENT
Trello is a user-friendly project management platform that serves as a collaborative tool for any non-financial projects your firm may have. The platform is set up as a board that has a drag and pin feature, which is helpful to visualize progress made on any project. The app also has task cards that can be assigned to each team member to help delegate the workload and create a clear and coherent list of each role in the project. An additional communication component includes commenting on the task cards so that feedback is easily received.
WHAT MAKES THIS TOOL HELPFUL TO FUNERAL PROFESSIONALS
A tool like Trello can help your firm organize projects and prioritize the most important tasks to maximize project efficiency and time management. Using Trello can also eliminate confusion on tasks and progress, minimizing communication errors between you and your team.
HOW TO USE SLACK FOR PROJECT MANGEMENT
Slack is a great resource for project management and communications. The company prides itself in their ability to improve productivity for their consumers. According to their website, Slack users report increased productivity rates of 47%, and 35% say they work faster. Slack does not replace project management tools your firm might already use, but it can improve them. Slack keeps all your tools under one roof and creates a platform for you and your team to effectively communicate about projects to keep them on track. For every team created on Slack, there is a channel feature for all team members. This is an important feature since 91% of users say that Slack has improved the communication on their team.
WHAT MAKES THIS TOOL HELPFUL TO FUNERAL PROFESSIONALS
Slack can increase your funeral home’s productivity through its easy-to-use messaging platform. Having multiple messaging channels for each team and project can help you keep your firm organized and improve communication, as well as more easily collaborating on projects. Using this website can improve communication, resulting in 23% fewer meetings and leaving more time for your firm to connect with clients.
TOOLS FOR MARKETING, COMMUNICATIONS & EVENT PLANNING
HOW TO USE ASANA FOR MARKETING AND COMMUNICATIONS
Asana is an effective tool for eliminating the confusion of multiple communication platforms. Coworkers can communicate on projects without email, whether with simple to-dos or complete projects. The program is designed to see the workflow of any project, helping its users execute and deliver results in a timely manner. The source also has a special feature that helps its consumers track their company goals and see their progress in real time.
WHAT MAKES THIS TOOL HELPFUL TO FUNERAL PROFESSIONALS
Funeral professionals can use Asana to complete projects on time and eradicate wasted time, opening time in your day to meet with clients and have an organized system to do so.
HOW TO USE PINTEREST FOR MARKETING AND EVENT PLANNING
Pinterest can help organize and market your funeral home’s vision for projects and specific clients. Pinterest users can create vision or mood boards before they begin their projects. This platform is unique because not only will your Pinterest followers see your boards, those boards could appear on a variety of users’ home page feeds. This creates a new platform for more people to learn about your funeral home.
WHAT MAKES THIS TOOL HELPFUL TO FUNERAL PROFESSIONALS
As a funeral professional, you may ‘pin’ images and create vision boards for your client that include design layouts and color schemes for their loved one’s memorial or funeral. This can also increase your time efficiency: if your client knows what they want, you can create a board to help them visualize what the space will look like. The tool can also spark inspiration. By scrolling through your ‘feed’, you can generate new ideas for other memorial events or funerals for your client families.
TOOLS FOR OPERATIONS
HOW TO USE DOCUSIGN FOR OPERATIONS
DocuSign is an online contract and signature platform. Any document or paperwork that is regularly signed in an in-person setting can be sent electronically to clients. This e-signature tool creates an efficient way for clients to complete paperwork, whether they are at a desk or on-the-go, thus improving your productivity and timeline goals.
WHAT MAKES THIS TOOL HELPFUL TO FUNERAL PROFESSIONALS
DocuSign can help your firm secure paperwork with clients. Many clients who are grieving the loss of a loved one may live out of state or travel frequently. Whatever the case, with DocuSign, you can send your firm’s forms and other contracts to clients quickly and efficiently, while receiving them sooner, rather than scheduling an in-person meeting to sign paperwork.
HOW TO USE MILEIQ FOR OPERATIONS
MileIQ is an automatic mileage tracking tool. For any professional traveling on the road and in need of reimbursement, MileIQ tracks their mileage as well as gas, parking and tolls that may be acquired along the way. This app eliminates the hassle of manually tracking mileage for business trips.
WHAT MAKES THIS TOOL HELPFUL TO FUNERAL PROFESSIONALS
For funeral professionals, MileIQ is time-saving choice. MileIQ can easily track your mileage and expenses amassed on any business trip, such as a meeting with a client or a professional development convention. This tool can be extremely effective by minimizing inconveniences that professionals typically face.
Implementing any of these tools can be an effective way for you to increase your funeral home’s productivity and task management and make your life as a funeral professional a little easier and a lot more organized. By implementing even one of these project management tools, you can free up time to do what you’re most passionate about: serving client families.
If you are interested in learning more tips to increase your funeral home’s efficiency, read this blog post.
