Integrate Referral Program with QuickBooks
Rohit Singh VP of Customer Engagement Schedule Free Consultation
  • It is no secret that launching a Referral Program is one of the best forms of advertising without investing acquisition costs to grab new leads.

    Considering that the products and services are up to the mark, formulating a proper and well-planned Referral Program Strategy will bring success in generating enough new leads, increased sales, and more customer loyalty.

    With NextBee’s Referral solution, companies can attract existing customers with offers or rewards and encourage them to bring new customers. The solution can have a successful integration with other software applications such as QuickBooks. It would certainly help in acquiring organic leads and increase sales. 

    Triggers

    • New Invoice
    • Received Payment
    • Set Estimates
    • New Add Sales Receipt
    • Add Vendor
    • New Add Account
    • New Customer Addition
    • Notifications

    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

    Every business has specific requirements pertaining to their business. NextBee follows Referral Program best practices that have helped top brands develop tailor-made Referral Program about their business needs.

    For a complete referral process re-engineering, implement NextBee Referral Program that offers a robust admin panel, features, and customization according to the client’s needs.

    For more information or 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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1-800-547-1618

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