Integrate Referral Program with Salesforce Business Process
Rohit Singh VP of Customer Engagement Schedule Free Consultation
  • 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 well-planned referral 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-oriented program that seamlessly integrates with their existing business process (Salesforce Business Application). Thus, NextBee has come up with an effective integration methodology that does not need additional integration tools to support the software. 

    Custom Objects, Leads, Contacts, Tickets, and Sales- Track Everything and Build Successful Referral Program with NextBee

     

    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 Sale
    • Facebook Post
    • Twitter Post
    • LinkedIn Post
    • 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

    The simplicity and robust features of NextBee’s ultimate solution for customer engagement is bliss for companies of all sizes. Integrate Referral Program with Salesforce. 

    NextBee has helped top brands develop tailor-made Referral Program with creative reward ideas and incentive plans. It follows the 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 implementation of a Referral Program, NextBee is the perfect option at your disposal. For more information and queries, 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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