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  • Integrate Referral Program with Salesforce Business Process
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    Referral Program happens to be one of the most reliable sources for generating leads and increase sales. Creating and starting a Referral Program can have a powerful impact on new client acquisition. A planned Referral Program Strategy plays a decisive role in quick conversion rate, higher lifetime value, and faster time to close. On the other hand, Salesforce Business Application is popular among many companies. Entrepreneurs are looking for a Customer Referral Program which can seamlessly integrate with their existing business process (Salesforce Business Application). Thus, NextBee has come up with an effective Referral Program Integration methodology.

     

     

     

    Triggers

    • Create Event
    • Create Tickets
    • Add Case
    • Create opportunity
    • Add Folders
    • Message Received
    • Message Sent
    • Add Contact
    • Add Note
    • Create Custom Field
    • Add Leads
    • Create Tasks
    • Create Accounts

    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

     

     

     

    NextBee has helped top brands develop tailor-made Referral Program with creative reward ideas and incentive plans. It follows Referral Program best practices and systematically customizes the software to give a personalized experience and meet all the business needs. For a complete referral process re-engineering and a fresh implementation of a Referral Program, NextBee is the perfect option at your disposal. For more information and queries, feel free to contact us.

     

     

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