Integrate Referral Program with Agile CRM
Rohit Singh VP of Customer Engagement Schedule Free Consultation
  • When utilized correctly, new marketing strategies 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 positive sales.

    Agile CRM is widely used across various business organizations. Users are willing to implement a program into it to streamline their business process. NextBee has formulated a methodology where Referral Program can have seamless integration 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

    Referral program software allows brands to utilize the latest Referral Program best practices. It has helped top brands to develop their unique custom-made programs for their specific business requirements.

    For a complete referral process re-engineering and a new implementation of a Referral Program, NextBee is the perfect option. For more information, feel free to contact us.

Align Your Company, Your Teams, And Your Individual Employees To Foster A Company Culture Rooted In Success.


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NextBee Corporation
155 Bovet Rd Suite 700
San Mateo, CA 94402

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1-800-547-1618

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