Capture, route, track, convert and incent customer, affiliate and co-worker product/service referrals. Engage promoters, influencers and cross-enterprise team members to boost sales, expand relationships and increase profitability.
Employee-to-employee and customer-to-customer product/service referrals are one of the most potent sources for new customers and new sales. Referrals are the basis for the entire Influencer Economy, and the intention behind net promoter scores.
TRM Referral Manager is one of the original (www.ReferralManager.com) and most powerful affiliate, influencer and partner recommendation and referral creation, tracking, management, and compensation systems in the world.
Referral Manager fully automates external customer/partner and internal workforce/vendor referral capture, routing, tracking and conversion. In addition, parallel and post-resolution workflow processes, including alerts, messaging and fulfillment, can be automated for execution and completion.
TRM Referral Manager links all external customer/affiliate partner referrals to their Relationship Profiles, automates assignment, monitors active lifespans, automatically messages recipients, generates scorecards, and calculates referrals made-and-sold incentives and rewards.
TRM Referral Manager links all internal co-worker/third-party vendor referrals to their Business Unit and Employee Profiles, automates assignment, monitors time-to-completion, automatically messages managers and employees, generates scorecards, and calculates referrals made-and-sold incentives and rewards.
Track, report, recognize and reward referrers for realized sales and ongoing account activity (revenue values, balances, subscriptions, usage fees, overrides and more). Innovative referral-incentive-sharing programs have generated spectacular results.
Enables linking Campaigns to new referrals: every campaign message creates a parallel referral to pre-determined employees. And, enables conversion of received referrals into Opportunities.
Notifies referral recipients on in-bound referrals, and tracking by referrer of ongoing status. Enables the post-sales conversion/future system Messaging
SVP Sales & Service • Consumer Services