Case Study: Southern Metropolitan Cemeteries Trust achieves consolidated records and streamlined operations with Sage CRM

Southern Metropolitan Cemeteries Trust invests over AUS $1 million in a Sage ERP and Sage CRM solution

Southern Metropolitan Cemeteries Trust, the leading cemetery and funeral services provider in Victoria, Australia, needed to replace a failing legacy system as it expanded—experiencing growth in funerals and events and acquiring four additional sites. The Trust required a single management platform to integrate sales, customer records and accounting after a prior implementation attempt failed and internal systems could no longer be supported.

The Trust invested over AUS $1 million in a tailored CCEM solution built on Sage 300 ERP and Sage CRM, implemented by Enabling Victoria, migrating nearly three million historic records over about a year. The new system consolidated disparate records, eliminated duplicate data entry, provided instant access to customer histories and stronger reporting on sales and trends, delivering immediate administrative efficiencies and a platform to roll out across newly acquired cemeteries.

Southern Metropolitan Cemeteries Trust

Russ Allison

CEO