Referral Recipient Tools

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Improve the effectiveness of those receiving cross-referrals with peer-designed tools that assist in the sales and communication process, while removing unnecessary recurring reporting requirements and automating the referral-to-sale matching requirement.

Key Business Functions & Features

• Intuitive Menus, Reports, Views and Messaging

• Alert Upon Receipt of Referral

• Automatic Re-routing to Correct Business Unit if Lead is Mis-Qualified

• Auto-Communication for "Not Qualified" or "Could Not Be Reached"

• Online Status Statement of All Referrals Received (and Made)

• Automatic Maker Notification for Further Information or Needs

• Contacting Summary Notes and Next Steps Tickler Tools

• Auto Messaging to Referrer of Status Changes

• Replication and Notification to Others if Additional Needs are Identified

• Flash Training/Refresher Aids for Old Hands and New Hires

• Practice Items and Reports Included to Learn Procedures