Sales Reporting and CRM
Sales Reporting & CRM
Sales Reporting & CRM
Make strategic changes to your sales process and track those changes through real-time reporting.
Advantages of Domani Sales Reporting and CRM Software
Informative Sales Data
Accurate sales reporting allows funeral home owners to fix weak points in their sales funnels.
Track Leads
Find out exactly how your leads are being generated through our CRM software.
Track Appointments
Preneed counselors will be able to access their calendars through our CRM software.
Faster Sales Reports
Faster sales reports means you can A/B test different features and services without losing money.
A successful preneed program is only successful if you’re able to identify your strengths and weaknesses and replicate that success — reliable customer relationship management (CRM) software can help you do just that.
Accurate and real-time sales reporting allows funeral home owners to track the changes to the sales process and the effectiveness of sales efforts. These precise reporting methods equip us to identify, target, and remedy weak points in marketing efforts.
Domani partners receive access to CRM software that will allow them to track leads, appointments, and sales, as well as any reporting data. The Domani Group provides a window into the health of your preneed program through accurate and up-to-date reporting features.
Along with providing you with these customer relationship tools, our experienced sales management staff will train you to identify gaps in your preneed program and deliver the proper training and materials to ensure that your preneed program is perfectly optimized. Quality CRM software is vital because the more you know about your customers, the easier it is the cater to their needs.
Partner with The Domani Group
Join our growing network of top-tier funeral homes by partnering with The Domani Group. Select the services you want and start boosting your preneed, at-need, and aftercare capabilities.
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Sales Reporting
Funeral Home Articles
If there's one thing we've learned in 2020, it's that it's difficult to predict the future, and there will all be surprises that lie ahead. Businesses and individuals need to stay agile and adaptable to be ready for whatever life throws at them. 2020 has been a challenging year for the funeral profession and others as well. Still, we've seen that those funeral homes and funeral professionals who have focused on making their consumer experience as comforting and easy as possible are those that are winning. At Domani, we exist to help funeral homes help their families have a better experience. Through the power of text messaging, we follow up with families and give them the support and resources they need following a loss. That great experience then leads to a positive online review and helps others looking for a positive experience to find that funeral home. It's a virtuous cycle that helps grow a funeral home's at-need business. When it comes to preneed, the same principle holds. If funeral homes can provide the experience a family is looking for, that will be the funeral home that wins. During 2020, our preneed appointment setting team has found great success in scheduling remote appointments. Funeral homes that have been willing to adapt and find new ways to do business have grown even during difficult circumstances. We firmly believe that technology will help us as a funeral profession provide those better experiences for families, but simply using technology for technology's sake is not the answer. We need to leverage technology to help provide personal, engaging experiences with families. We shouldn't use technology as a crutch or an excuse. It's another way to help the ones we serve and provide them the support they need during a difficult time. As we approach the end of the year and look forward to 2020, take some time to think about how your funeral home is providing meaningful experiences for families and how/what you can do to improve that in the coming year. If you're interested in learning more about Domanicare or Domani Appoinment Setting, please schedule a demo by clicking the link below.
By far the most effective way to create a sense of loyalty to your funeral home is to perform an exceptional service for that family. However, there’s more that you can be doing to establish credibility with families. Here’s three easy steps on how to develop loyalty to your company and ensure your customers come back for your services when a loved one passes.
The vast majority of people in the US and Canada use smartphones. Almost everyone has a smartphone nowadays. Remember when the first “smartphone” came out in 1992 and cell phones like the BlackBerry and iPhone were considered luxuries when they were first created? Now it’s a common sight to see an iPhone. Most funeral homes and cemeteries haven’t even scratched the surface of text-based aftercare, but with 80% of the U.S. population owning a smartphone, and that number expected to rapidly grow.