Outlook Relationship Management System (ORMS)

The Outlook Relationship Management System (ORMS) allows you to seamlessly track and interact with your pre-need sales prospects in a timely and effective manner never before available in funeral service.

ORMS involves the use of state-of-the-art, web-based technology that has been in existence since 2000. ORMS wasn't created in a back office. The program design arose as a result of experiencing the day-to-day operations of funeral home and pre-need advisors who actively implement and work aftercare, pre-need and marketing programs. Through a proven combination of policies, processes, and strategies, ORMS unifies all your pre-need prospect interactions and provides a means to track vital customer information and interaction.

Your families are the foundation upon which your business is built. To make sure that your foundation stays strong, it is imperative that you constantly reach out to attract and gain new families to serve. Every consumer interaction is an opportunity to increase and protect your market share.

• ORMS is designed to optimize every aspect of the pre-need prospect experience.
• ORMS puts the power to build strong relationships at your fingertips.
• ORMS is a proven solution that will benefit your pre-need program.
• ORMS is used on a daily basis by Outlook Group funeral home clients.

ORMS benefits Funeral Homes that have one or more of these active programs operating:

• Pre-need staff that provide proactive preplanning programs
• Active advertising, direct mail and/or comprehensive marketing programs where results are tracked for success
• Proactive aftercare/family service follow-up program

ORMS Features:

• Management reports: Family Follow-up Pending, Family Follow-up Current, Pre-need Leads Current, Pre-need Year-to-date Open Leads.
• Administrative reports: Lead Source, Lead Status, Family Follow-up Survey Type, Family Follow-up Survey Results, Activity Results, Funded.
• Annual Mail List designation: Used for such things as quarterly newsletter or other unique marketing programs provided to community, e.g. Movie Day.
• Letter programs with samples such as: Requested for Pre-need Information, 90 Day Follow-up Letter, Early Pay-Up, Price Increase, and Anniversary.
• Mail & Tracking program consisting of three standard tracks: Family Follow-up, Prearranged Only & Reminders. Each track includes six to eight standard letters. The goal is for contacts to receive "passive/educationally based" communication from the funeral home at specific intervals (usually 90 day cycles.)
• Ability to use customized letters from the Funeral Home.

For more information, please call John Feher at 800-331-6270 or send an email.