Core Features End User Tools End user tools provide the ability to:
  • Create new referrals
  • Process new referrals and update the status of existing referrals
  • Review the status of existing referrals
  Click on thumbnail to view larger image Manager Tools Manager tools provide excellent oversight of referral productivity and pipeline management for each employee. Manager tools provide the ability to:
  • Review and process referrals
  • Manage sales pipeline
  • Disburse or re-assign referrals to another employee in your department
  • Identify employees who are meeting or exceeding sales goals, as well as those who may need additional training
  • Review referral reports by employee, department or product
    Click on thumbnail to view larger image Administrator Tools Referral Trak is highly flexible. Administrator tools provide control of all aspects of the software including:
  • Set up and maintenance of departments/offices, users and products
  • Assignment of incentive payments to products and the timing of those payments
  • Access to extensive referral and incentive payment reports
  • Ad-hoc query builder for building dynamic reports
  Click on thumbnail to view larger image Reports Referral reports allow managers to assess employee sales productivity, oversee and manage the sales pipeline, review status of referrals and the value of closed business. Easy to use, web-based reports can be generated at any time to show progress. Some of the reports in the software include:
  • Referrals generated by employee, department/branch and product
  • Referral status
  • Business value of referrals
  • Incentive payments
    Click on thumbnail to view larger image   Additional Features/Modules Enhance your organization’s productivity with these powerful add-on features and modules. Features and modules are optional, and can be added at any time. Core Processing System Integration Integration ensures that your data is centrally maintained and consistent across all databases, and that the data displayed is the most current. Referral Trak can import data from any outside source that can generate ODBC-compliant file formats.