Integrate Referral Program with Microsoft Dynamics CRM
Rohit Singh VP of Customer Engagement Schedule Free Consultation
  • A referral program is vital for a successful marketing strategy. Boosting an engaging Referral Program generates a clear impact on revenue earning and provides leads that convert better and faster than traditional marketing leads.

    A well-planned referral program strategy always plays a decisive role in higher conversion rates, higher lifetime value, and faster time to close.

    With the increase in Microsoft Dynamics CRM usage in the business process, the demand for integrating referral solutions are also increasing. NextBee is helping various business organizations integrate Referral Program with Microsoft Dynamics CRM to meet this requirement.

    Triggers

    • Add New Lead
    • Add Opportunity
    • Create Contact
    • Create Account

    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

    tailor-made Referral Program always puts a brand in a safe zone to yield tremendous success. NextBee has helped top brands develop customized programs with new and innovative ideas.

    It follows the Referral Program best practices and systematically customizes the solution to give a personalized experience and fulfill all business needs. 

    For a complete referral process re-engineering and a new implementation of a Referral Program, NextBee is the perfect option at your disposal. Feel free to contact us with all your queries and more information.

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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