PORTLAND, Ore. — Precoa, the profession’s leader in preneed funeral planning, is proud to announce the release of CloudSync for Sales Studio.
The powerful new feature for Precoa’s comprehensive digital preplanning platform enables Advance Funeral Planners (AFPs) to seamlessly pick up any appointment where they left off—across devices, across days, and even without an internet connection.
“With CloudSync, I can help families no matter where I am. Everything I need is right at my fingertips,” said Jack George, Advance Funeral Planner.
Last October, Precoa revolutionized the preneed appointment experience when it took best practices from top-performing AFPs, including its high concentration of Million Dollar Producers, and wove it together with preneed data to build a platform designed to result in stronger plans and higher close rates.
Sales Studio, released at the National Funeral Directors Association International Convention & Expo in Chicago, gives AFPs a consistent, proven way to connect with and educate families on the value of ritual, ceremony, and gathering after a loss.
With CloudSync, every detail of a family’s planning appointment, from initial questions and selections to shopping carts and signed contracts, is securely saved and synced to the cloud. Families never have to repeat themselves, and AFPs never have to start from scratch. When an AFP returns for a follow-up visit or to collect a signature or payment, the full plan is ready and waiting.
“It’s wonderful to know everything that I’ve discussed with families is right there when I need it,” said Anaili Diane Hernandez, funeral director and Advance Funeral Planner. “Sales Studio was already an essential tool that made a huge impact on how I present to families, and now it’s even easier to access all the information we need.”
CloudSync not only adds to Sales Studio’s functionality but also makes the experience of connecting with families even more seamless.
“A great experience begins before the first question is asked,” Precoa Chief Growth Officer Tyler Anderson added. “From marketing messages that truly resonate with families to scheduling specialists setting quality appointments, everything builds to that moment when AFPs can connect with families and help them put an intentional plan in place. Sales Studio allows those connections to run even deeper, and CloudSync makes the whole experience even smoother.”
Precoa continues to improve and fine-tune Sales Studio based on ongoing feedback from the AFPs who use it every day. With the foundational platform now firmly established, the team is focused on adding new capabilities to further elevate the experience for AFPs and families alike.
Cloudsync is available to all funeral homes and Advance Funeral Planners using Sales Studio. If you would like to learn more about Sales Studio and Precoa Pro, visit precoa.com/trio.
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Known for its fun, upbeat culture, and 14 consecutive Top Workplace awards, Precoa is a leader in the preneed insurance industry. Precoa provides an innovative marketing, lead generation, and appointment-setting program known as ProActive Preneed®. Precoa’s culture commitments to their employees include the ability to live happy, fulfilling lives, develop lifelong friends, accomplish meaningful work, discover and unleash their true potential, and laugh and enjoy the journey together.
