— — 圓明園 Imperium

Empowering Memorial Services with a CRM & Accounting ecosystem

About

Industry

Funeral Service & Cemetery

Services we provided

UI/UX Design
Front-end Development
Back-end Development

Introduction

In today's fast-paced digital age, the funeral and memorial service industry faces the need to adapt and modernize its operations. Our client, a leading memorial service provider, sought to streamline their business processes, enhance customer relations, and expand their market presence. They approached our software development agency to create a comprehensive solution that would allow them to sell their products across multiple locations, efficiently manage their customer relationships, sales agents, orders, and provide insightful reporting. This case study delves into the challenges our client faced, the solution we offered, and the outstanding results achieved.

The challenge

Our client's memorial service business operated across various locations, and managing these multiple points of sale proved to be a significant challenge. Additionally, their existing customer relationship management (CRM) system was outdated and lacked the capability to support their growing customer base. Furthermore, tracking sales agents and their hierarchy, along with creating and managing sales orders, invoices, delivery orders, and collections, were manual and time-consuming processes. Finally, the absence of real-time insights made it challenging for the client to make data-driven decisions.

The solution

Collaborating closely with the client and developed a tailored mobile-responsive web app. This comprehensive solution included a multi-location inventory management system, an advanced CRM for customer management, a sales agent module, and streamlined order and invoice management. Real-time insights and customizable reporting were integrated via a dynamic dashboard, empowering data-driven decision-making for enhanced operational efficiency.

Multi-Location Sales

We integrated a multi-location inventory management system, allowing the client to efficiently sell products across multiple locations while maintaining real-time inventory tracking.

Advanced CRM

We implemented a modern CRM system that could handle a growing customer base. This system tracked customer interactions, purchase history, and allowed for personalized marketing campaigns and follow-ups.

Sales Agent Management

The app included a comprehensive sales agent management module. This feature enabled the client to create and manage sales agents and their hierarchies, assigning territories, and tracking their performance.

Order and Invoice Management

Our solution provided a seamless process for creating, tracking, and managing sales orders, invoices, delivery orders, and collections, reducing manual errors and improving efficiency.

Real-Time Dashboard and Reporting

The app included a powerful dashboard that offered real-time insights into sales performance, inventory levels, customer behavior, and more. Customizable reports allowed the client to make data-driven decisions and optimize their operations.

The results

The implementation of our custom mobile-responsive web app yielded remarkable results for our client's memorial service business. Firstly it significantly streamlined their operations by effectively managing multi-location sales, reducing errors, and enhancing overall efficiency. Secondly, the updated CRM system resulted in stronger customer relations, leading to increased customer retention and higher satisfaction levels. The efficient sales agent management module enabled our client to improve team performance and increase sales. Notably, the automation of order and invoice management substantially reduced administrative overhead, freeing up some resources for strategic growth initiatives. Lastly, the real-time dashboard and reporting capabilities provided invaluable insights, facilitating data-driven decision-making and operational optimization, further underscoring the transformative impact of this innovative software solution on our clients' traditional industry.