Arbor Memorial – PowerPack Case Study
Managing Referrals with PowerWebForm
PowerWebForm is a critical component of Arbor Memorial’s referral processes. Arbor operates as two separate business units, a funeral division and a cemetery division. The cemetery partners rely on referrals coming in from their funeral homes across the country.
Before Dynamics 365 and the use of PowerWebForm, this referral system was a manual process. Arbor had to assign someone to populate and create the new contact referrals in CRM. An email would be sent to that person whenever a referral would come through. They in turn would have to go in to manually create the contact in CRM and assign it to the appropriate branch manager.
Now the process is automated. Funeral homes enter information directly into PowerWebForm where it can be assigned to the correct Cemetery manager within CRM. To date, Arbor has received approximately 4,200 referrals come through with PowerWebForm and they’ve cut the referral process time in half.
Streamlining Email Attachments with PowerAttachment
Arbor also uses PowerAttachment, which has saved them about 14 GB in storage from direct email attachments. With PowerAttachment, all email attachments are uploaded to CRM and attached to the appropriate contact record, where Arbor’s sales representatives can review before customer meetings.