Axiom Insight - Axiom Business Systems

The difference between simply having the
data and having it make sense is Insight.
If you’re like most cemetery directors, you live in a world of constant frustration. Even though there’s loads of
useful information within your HMIS or other cemetery management system, it’s sometimes nearly impossible to
pull it out in a way that lets you quickly and effectively serve client families or make timely business decisions. The
costs associated with maintaining reports and training staff in the complexities of using your business software are
significant and not adding value. And using manual procedures to manage resources such as daily services and work
orders is both time-consuming and inefficient. You need Insight.
Axiom Insight is a powerful business intelligence tool that integrates Sage CRM with your current HMIS or other
cemetery management system. It provides an open window into your operation without fighting the complexities
of reviewing reams of raw data. Axiom Insight gives you an interactive dashboard tool in real time that unlocks the
critical management information that you have been looking for. Which puts you in the driver’s seat for making
better management decisions.
Nothing succeeds like access.
With Axiom Insight, vital business data
is instantly available anytime, anywhere.
Insight Offers a Host of Features That Make Everyone’s Life Easier
Axiom Insight allows you to:
• Provide more effective and efficient family
service by having the full history of a client
(purchase history, payment history, service
history and property owned) at your fingertips
when talking to them.
• Mobilize your sales force.
SALES FORCE AUTOMATION
CUSTOMER CARE AUTOMATION
• Account and contact management
• Opportunity and lead management
• Calendar and activity management
• Sales forecasting and reporting
• Quote and territory management
• Process and workflow automation
• Escalations and auto notifications
• Incident management
• Reporting
• Work order tracking
• Knowledge base
• Workflow automation
• Customer communication
management
• Customer self-service web portal
Sage CRM lets your sales people view all of the
information described above from anywhere –
the client family’s home, on the road, or out
in the cemetery grounds – without having to
log into HMIS.
• Gain valuable new insights into customer
trends. The more information you can
access, the more quickly you’ll be able to
make strategic business decisions. Insight
also makes it easier to leverage existing
family contacts to drive pre-need sales.
• Shorten the training time for new
employees while making them productive
more quickly. This lowers the up-front
expense and produces a faster employee
return-on-investment.
• Ensure a higher level of accuracy and
efficiency. Enter the data once in either
MARKETING AUTOMATION
OTHER FEATURES
• Campaign management and reporting
• Outbound call and email marketing
• Lead and list management
• Customer segmentation capabilities
• Detailed campaign analysis
• eMarketing automation tool (optional)
• Microsoft Outlook integration
• Web and mobile access
• Offline synchronization
• Computer telephony integration (CTI)
• Configurable/customizable
system and it updates across both. This allows
you to seamlessly provide client families with
the most up-to-date information. What could
be more simple?
Axiom has been bringing clarity, simplicity, and insight to cemetery operations for 20 years. Call us toll-free at (866) 588-2842 or
email [email protected] to find out how much better things can be when you see your path clearly.
12925 West Dodge Road, Omaha NE 68154
(866) 588-2842
www.AxiomBusinessSystems.com