One of the essential elements of successful Cross-Selling is for geographically dispersed, multi-line of business enterprises to enable robust cross-functional product referrals.
The StrategixEPM™ Referral Manager™ module is a fully-automated Intranet-based customer/prospect referral creation, delivery, tracking, sales matching and reporting system. Organizations can easily and cost-effectively automate the entire multi-line of business cross-enterprise referral process, resulting in reduced paper flow, faster sales, more satisfied customers, and more profitable customer relationships.
"In just the first thirty days of using Referral Manager™, we boosted qualified referrals by over 50%. We now have hundreds of new 'warm' leads we didn't have before."
SVP Branch Administration
September 2007
Referral Manager™ quickly and easily enables the enterprise-wide creation of specific intra- and inter-unit product sales referral opportunities. Selection options are user-defined to optimize the speed, accuracy, and ease of input... and receipt is real-time.
Search-based Referral Status Management capabilities enables both senders and recipients of Referrals to track and manage their status to ensure timely response to customer product interest requests. Users can "drill-down" from color-coded summary search lists to specific Referral profiles.
And, Referral Manager's™ full integration with Performance Manager™ means that all referral activities and results can be tracked, reported, managed and incented.
For additional information, to submit an RFP, or to schedule a demonstration, please e-mail your request to us at sales@strategixperformance.com.
