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  • Integrate Referral Program with Infusionsoft CRM
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    Referral Program is a process to generate new leads and hold back existing customers. The leads which come through referrals are highly-qualified, niche-specific, and are more likely to result in sales. A well-planned Referral Program strategy plays a decisive role in quick conversion rate, higher lifetime value, and faster time to close. Thus, start a Referral Program and also integrate with Infusionsoft for better client acquisition.

     

    NextBee has developed an effective methodology where Referral Program can be integrated with Infusionsoft CRM. Companies using Infusionsoft can seamlessly integrate Referral Program and enjoy the lucrative benefits of the solution.

     

     

     

    Triggers

    • Credit Card Charge
    • New Payment Made
    • Add Expenses
    • Add Contact
    • Update Contact Details
    • Invoicing
    • Add New Affiliate
    • Create Contact
    • Add Product
    • Subscription Cancellation
    • New Subscription
    • Add Company
    • Create Subscription Plan
    • Add Tags to Contact
    • Add Opportunity
    • Sequence for Actions

    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 follows Referral Program best practices and has helped top brands develop tailor-made Referral Program pertaining to their business needs. For a complete referral process re-engineering and a fresh implementation of a Referral Program, NextBee is the best option for you. For more information or queries, feel free to contact us.

     

     

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