Staff will easily send referrals between departments through a customized referral from. In less time then it takes to send an email, referrals will be sent and start the tracking history.
Keep track of referrals and where they are at in the sales process. Track the outcome of referrals and dollar amounts to quantify referrals and hold staff accountable.
Easily run date range reports that export to excel in one click. Your staff will always know their referral numbers, statuses and outcomes with weekly email alerts.
If your bank or credit union staff are still sending referrals to each other through email, you are losing opportunities to help your customers and sell more products. Its time to start tracking referrals and growing a successful referral program.