ABILENE, TX — Passare® is proud to offer an automated daily export integration with Precoa’s Customer Relationship Management (CRM) system and industry-leading Funeral Planning Center.
“We’re proud to team up with Precoa to streamline the process of following up with a family after the service has concluded,” said Josh McQueen, Vice President of Product at Passare. “We’re glad that this integration with Precoa will help our mutual clients save time on data entry so that staff can spend less time typing information and more time connecting with and serving families.”
The integration process starts with Passare generating a daily export file of family information. Users simply need to mark the record as complete in Passare, and all the data will be automatically sent to Precoa’s CRM. From there, Precoa’s Funeral Planning Center can seamlessly follow up with families to provide aftercare support, grief resources, and preneed options to the surviving family members.
“The reason we promise to completely take care of preneed for our funeral home partners is so they can focus on serving families,” said Daven Septon, Vice President of Information Technology at Precoa. “Our integration with Passare is simply another way we can work together to make things a little easier for our partners.”
By eliminating double entry on the part of funeral home staff, the automated integration offers an even better experience for clients of both companies.
“Once the funeral service is over, families are left to process their grief and wonder if they should plan ahead for their own funerals,” added McQueen. “We know that this integration will help funeral professionals follow up with families more easily, stay organized, and save time, and that’s our goal.”
Contact your Passare support team at 800-692-5111 or email firstname.lastname@example.org to learn more about the integration with Precoa.
Passare offers the funeral profession’s only cloud-based collaboration software with integrated business management tools. Through Passare, funeral directors can connect and communicate with families, streamline processes, and access case information anytime, anywhere, using any internet-connected device. Offering unlimited users, unlimited devices, and unlimited updates, Passare is helping funeral staff to save time on data entry and spend more quality time with the families they serve and with their own families at home. For more information about Passare’s cloud-based collaboration software with built-in business management tools, go to www.passare.com to request a demo.
Precoa helps funeral homes 2x their preneed and grow market share with an end-to-end marketing and sales program called ProActive Preneed®. Lead generation, appointment setting, sales, management—Precoa will do it all. With Precoa, funeral homes get carefully tested marketing guaranteed to generate the highest quality leads, complete follow-up support and appointment setting, and a dedicated team to recruit, coach, and manage the most talented people in the profession. Each piece of the program is designed to deliver the highest quality experience for funeral homes and families. To learn more, please visit www.precoa.com.