About Cook Family Services
With multiple locations throughout Western Michigan, Cook Family Services is the largest provider of funeral home and crematorium services in the region. The business also includes monument and funeral supplies sales segments.
As a thriving business, Cook Family Services’ goal was to achieve the free flow of information across its diverse business sectors. Through a lengthy selection process, CRMCulture was chosen as the Salesforce Implementation Partner to restructure and integrate its diverse islands of information. With no integration between accounting information in Quickbooks and the existing sales data system, the Cook Family Services accounting team consistently re-entered sales data, while the sales team was blind to the accounting information. Meanwhile, the company was growing rapidly and seeking a more streamlined approach, and many of its users lacked the technical knowledge and skills needed to leverage the power of a CRM system effectively. Lastly, the Cook Family Services were missing an opportunity to simplify workflow and share data across three segments of their business. Customer data had to be divided into localized tiers of information, so that some data could be accessed by all users, and other data could only be seen by users for whom access was appropriate.
CRMCulture implemented its Salesforce Starter Kit so that Cook Family Services could begin operating in its customized Sales Cloud platform as quickly and cost-effectively as possible. The implementation process created data visibility between the three sectors of the business, and with Quickbooks Integration, users could instantly access all appropriate client and financial data. As part of the implementation process, CRMCulture supplied additional training and documentation for all Cook Family Services users. For the separation of data into layers, CRMCulture analyzed relationships between different user groups within Cook Family Services, and based on this configured security and sharing parameters within Sales Cloud. By defining roles for different types of users, CRMCulture guaranteed data security by ensuring that a given user can only access data appropriate to his or her position.
CRMCulture’s efficient Starter Kit installation synchronized separate silos of data from Cook Family Services’ three business segments, simplifying and consolidating data in the Sales Cloud platform. With the addition of Quickbooks integration, all customer information was interrelated, so that sales staff could access all relevant financial data for a given customer at the time of the sales call.