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  • Integrate Referral Program with Agile CRM
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    Referral Program, when utilized correctly, can result in remarkably high close rates with an extraordinarily high return on investments. Developing a Referral Program will not only boost its initial potential but create long-term results. In a well-structured Referral Program Strategy, the leads which come are highly-qualified, niche-specific, and are more likely to result in sales.

     

    Agile CRM is widely used across various business organizations. Users are willing to implement a Referral Program into it, in order to streamline their business process. NextBee has formulated a methodology where Referral Program can be seamlessly integrated with Agile CRM.

     

     

     

    Triggers

    • Set Milestones
    • Milestone Reached
    • Change Deals Milestone
    • Add New Deal
    • Create Tasks
    • Add Tags to Contacts
    • Update Contact Lists
    • Create Tickets
    • Create Cases
    • Add Contacts

    ACTIONS

    • Track Referral Sale
    • Facebook Post
    • Twitter Post
    • LinkedIn Post
    • Referral Email Sent
    • SMS Sent
    • Web Banner Post
    • Log Activity
    • Update Segment
    • Give Reward Points
    • Offer Reward
    • Send New Message
    • Schedule New Offer
    • Update Message Sequence
    • Request Feedback
    • Assign a New Task
    • Send eSign Request

     

     

     

    Take the advantage of Referral Program Software which follows Referral Program best practices and has helped top brands develop custom-made Programs in accordance with their business requirements. For a complete referral process re-engineering and a fresh implementation of a Referral Program, NextBee is the perfect option. For more information, feel free to contact us.

     

     

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