Mercury Connect Customer & Order Management

Enter Orders in Seconds!

It’s easy to keep your business running smoothly with Mercury Connect. Enter your orders quickly, easily, and consistently!

• Look up existing customers while entering an order, or capture a new customer so you can market to them in the future!
• View customer spending by occasion, so you know when to upsell. Make sure you get all the information you need for orders — every time.
• Enter customer, recipient, product, delivery, and card information in seconds!
• Use Funeral Log to track orders and easily produce a report to provide to the family or funeral home.
• Add delivery fees automatically based on the recipient address — eliminate the guesswork and never forget a delivery fee again!
• Handle wire orders in Message Center

Once you enter an order, Mercury Connect can automatically print invoices, worksheets, and cards based on your specifications. And if you ever need to find that order again, searching for it is a snap using Ticket Search! You can even copy and paste tickets in an order or copy entire orders to speed up the order entry process.

Customer Management

Mercury Connect helps you create and maintain your customer records, including house account information, statements, and order history.

• Print or email statements to your customers.
• Know when your customers are up-to-date on their accounts and when they’re behind.
• Keep notes on customers' likes and dislikes
• Create standing orders for customers who reorder the same products on a regular basis.
• Leverage your existing customer base in direct mail and email marketing campaigns (requires the optional Mercury Marketing module).

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