Matching to New Accounts

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Leverage our optional Customer Matching Suite tools to automate the process of confirming sales and credit, providing more certainty to plan participants and allowing greater accuracy of reporting actual sales from referral program results.

Key Business Functions & Features

• Utilizes Name/Address Match Score Process and/or CIF Key

• Relieves Recipient from Reporting End Sale

• Reduces Manual Matching and Estimating Sale Amount

• Validate Fact-of-Sale Automatically Prior to Payout

• Allow Referrers to See Who Claimed a New Account

• Ensure Multiple Credit Not Given for Same Account

• Allow Auto "Referrals" for Additional Accounts of Referred Customer

• Enable Look-Back for Payout Credit/Debit upon Balance Change

• Enable Look-Back for Payout Debit upon Early Termination

• Automates Sales Reporting By Referrer/Division