Integration of Referral Program with CRM Platforms
Rohit Singh VP of Customer Engagement Schedule Free Consultation
  • Implementing a referral program can have a powerful impact on customers’ buying decisions. Regarding how to integrate Referral Program with CRM Platforms, the topic has been most discussed.

    There have been several endeavors of implementing a blended solution combining CRM software and Referral Program. To add an answer to it, NextBee has come up with a strategy where customized Referral Program can be seamlessly integrated with CRM tools about the business requirements.  

    Let’s look at the three prime benefits of referral marketing: Referral leads convert more; Referred customers spend more; Referred customers stay longer. Customer referral has a decisive role in maneuvering the buying decision. Businesses need to take the necessary measures to boost a Referral Marketing program.

    Since many companies are using CRM (Customer Relationship Management) platforms in their business ecosystem, a well-organized Referral program is often necessary to embed in the existing system to acquire organic leads and increase sales. Thus, it’s paramount for any business to integrate a Referral program and enjoy the lucrative benefits.

    CRM Application and Referral Program

    Successful Referral programs are instrumental in improving your business’ customer acquisition efforts in this digital age. The criteria that lead to a referral program bringing a large number of relevant leads are the customer’s satisfaction concerning the product or service and the relevance of the referral program itself.

    Keeping this in mind, NextBee developed a methodology that aims to improve referral programs. The application of this methodology is to ensure that every participant is approached to lead to increased conversion of referrals and leads.

    Known as the PACE Methodology, it covers the following aspects:

    – Personal: Building personal relationships through the active collaboration for increased positivity in responses.

    – Adaptive: Adaptive to the needs and expectations of individual customers and target groups.

    – Controlled: Strategy and design that incorporates analyzed data to promote effective response.

    – Exciting: Ensuring that the customers find your program exciting and exciting, to reduce monotony and improve response.

    For a complete referral process re-engineering and a new implementation of a Referral Program with CRM Software, NextBee is always there at your service. Feel free to contact us for a detailed discussion and a live DEMO.

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NextBee Corporation
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San Mateo, CA 94402

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