Referral Management & Marketing Automation (ReMMA)

Centralization of potential leads

• Centralization of potential leads identified from disparate sources within organization.

Customized lead distribution

• Assigning lead to advisor based on multiple criteria:
– Consideration of lead preference,
– Advisor skill level and qualification,
– Lead can be assigned to an advisor closest to the lead’s preferred location.

Personalization and Lead Scoring

• Personalize content and workflows based on a lead’s Persona, which is identified based on their attributes and activities
• Add automated lead scoring to further assess and categorize the leads potential needs and risks

Advisor Workflow Automation

• Email and SMS alerts for lead distribution
– Once referrers have created the lead, system will auto-assign the lead to the advisor and send an email with comprehensive client information for advisor to proceed.
– Advisors can be alerted with SMS/Email on newly assigned leads.

• Reminder to advisors and potential customers.
– Stay in touch messages to the leads.

• Send personalized content on a regular basis to nurture leads not ready to buy immediately.

Lead Reassignment

• In case the assigned advisor is not able to contact the lead based on pre-set criteria (e.g. within 24 hours) then auto-assign lead to new advisor.
– Notify new advisor and lead as to who will contact them.

Tracking Lead Progress

• As leads move ahead in their purchase process, the referrer is able to track the progress.
• Referrer are assigned with KPI to track their engagement level for lead generation process.
• Sales Managers can view their sales agent’s performance real time and contact those who are not performing to provide coaching.

ReMMA Reporting & Insights

• Predefined reports for referrers, agents and management.
• Create custom reports based on search criteria and export it in supported file format.
• Referrer performance metrics.
• Lead Management Insights.
• Automated report generation & distribution for different management levels.

Marketing Automation & Campaign Management

• Push informational material to the lead based on preference identified during lead creation.
• Inclusion of leads in marketing campaign for information distribution, based on personal data consent.

Referrer Incentive Administration

• Incentive computation rules based on products sold and value of sale.
• Payout administration to referrers