Referral Trak offers a wide variety of benefits to both your organization and to your managers. Benefits to Your Company
  • Builds a firm foundation for sustained revenue growth and profitability by better managing customer relationships, as well as your most vital internal resource, your employees.
  • Provides an easy-to-use tool for both your employees and managers to create and track referrals, eliminating any manual referral tracking processes your organization is currently using.
  • Provides the information needed to spot positive and negative trends in referral and conversion rates, helping to hone your sales and marketing strategy.
  • Enables you to maximize your economic resources by capitalizing on opportunities for increased sales within your existing customer base, in essence boosting your cross-sell ratio.
  • Provides a tool for real-time pipeline management, allowing your organization to react proactively to changes in the sales pipeline.
Benefits to Managers
  • Allows you to identify your outstanding producers, as well as those who may need additional product and/or sales training.
  • Enables department/branch managers to disburse work as needed across their employee base to maximize efficiencies.
  • Improves short and long term employee productivity through personalized development and recognition based on referral or cross-sell activity data.
  • Provides your managers with the information needed to provide superior customer service at all levels, generating a high level of customer loyalty.