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that Spark your Salespeople’s Selling Power TOP 5 1 Referral Desires and Features EASILY SEE AND PRIORITIZE REFERRAL LEADS Salespeople adamantly say, “We want to be able to have our CRM integrate easily to quickly see referral leads and follow up with them.” From this, 5 referral desires were pinpointed and 5 referral features were developed to empower your sales team and deliver increased numbers of profitable referral customers. Sales teams need to be able to attribute high-quality leads in Salesforce or other CRMs to a specific referral program in order to nurture and build their advocacy base. A feature that fulfills this want: Salesforce Easy Integration 3 EMPOWER SALES TO RECRUIT ADVOCATES The more advocates sales can recruit, the more successful a referral program has the potential be. Your salespeople want a referral program that enables their recruitment of advocates and facilitation of advocates through the referral process, including registering an advocate and following up on a verbal referral. A referral feature that fulfills this want: Advocate Recruitment Tools 4 VISIBLE REFERRAL DATA The full visibility of a referral’s data is essential to nurture and guide the advocates to encourage continued referral action. A feature that fulfills this want: Advocate Activity Dashboard 5 MOTIVATION Salespeople always want to do their best. But sometimes your sales team needs a visual motivator to keep pushing the boundaries of success for your referral program. Leader boards that assign scores to a salesperson owned advocate activity taps into the competitive nature of your sales team to push them to reach their full potential. A feature that fulfills this want: Advocate Scoring Check out the Blueprint to Investing in Referral Marketing to learn more about how user experience plays a part in developing a successful referral program 2 OWN YOUR CUSTOMER’S REFERRALS As the saying goes, rules are meant to be broken, and lead assignment rules are no exception. Salespeople want more leads, especially from relationships they’ve already established. Give your salespeople the power to break your lead assignment rules and watch your referrals flourish. A feature that fulfills this want: Lead ownership Referral Automation Software Jennifer Peters Lead Detail Referring Advocate Referral Source Paul Cody Customer Referral Customer Satisfaction Survey Would you recommend us to a friend? Yes No Facebook Twitter LinkedIn Email Print POWER ADVOCATES Name Shares Successes 26 18 9 4 2 1 LEADERBOARD TOP 5 REFERRERS Sean Jeremy Brielle Caroline Alex Your referral ranking is 25th Place

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that Spark your Salespeople’s Selling Power

TOP 5

Referral Desires and Features

EASILY SEE AND PRIORITIZE REFERRAL LEADS

Salespeople adamantly say, “We want to be able to have our CRM integrate easily to quickly see referral leads and follow up with them.”

From this, 5 referral desires were pinpointed and 5 referral features were developed to empower your sales team and deliver increased numbers of profitable referral customers.

Sales teams need to be able to attribute high-quality leads in Salesforce or other CRMs to a specific referral program in order to nurture and build their advocacy base.

A feature that fulfills this want: Salesforce Easy Integration

3 EMPOWER SALES TO RECRUIT ADVOCATES The more advocates sales can recruit, the more successful a referral program has the potential be. Your salespeople want a referral program that enables their recruitment of advocates and facilitation of advocates through the referral process, including registering an advocate and following up on a verbal referral.

A referral feature that fulfills this want: Advocate Recruitment Tools

4 VISIBLE REFERRAL DATA The full visibility of a referral’s data is essential to nurture and guide the advocates to encourage continued referral action.

A feature that fulfills this want: Advocate Activity Dashboard

5 MOTIVATIONSalespeople always want to do their best. But sometimes your sales team needs a visual motivator to keep pushing the boundaries of success for your referral program. Leader boards that assign scores to a salesperson owned advocate activity taps into the competitive nature of your sales team to push them to reach their full potential.

A feature that fulfills this want: Advocate Scoring

Check out the Blueprint to Investing in Referral Marketing to learn more about how user experience plays a part

in developing a successful referral program

2 OWN YOUR CUSTOMER’S REFERRALS As the saying goes, rules are meant to be broken, and lead assignment rules are no exception. Salespeople want more leads, especially from relationships they’ve already established. Give your salespeople the power to break your lead assignment rules and watch your referrals flourish.

A feature that fulfills this want: Lead ownership

Referral Automation Software

Jennifer Peters

Lead Detail

Referring AdvocateReferral Source

Paul CodyCustomer Referral

Customer Satisfaction Survey

Would you recommend us to a friend?

Yes No

FacebookTwitterLinkedInEmailPrint

POWER ADVOCATESName Shares Successes

2618