Referral Management & Marketing Automation (ReMMA)

Referral leads management solution of the digital era

What is ReMMA?

Referral Management & Marketing Automation is a solution that offers efficient inbound lead generation, lead management and conversion. It supports auto-assignment of referred leads to sales agents based on user defined logic enabled via workflow automation. The solution tracks lead status and assigns KPIs to the referrer as leads move ahead in the purchase process, enabling managers to monitor the response times of sales agents. ReMMA supports marketing automation for personalized content delivery and campaign management, with provision to integrate with other systems.

Why ReMMA?

ReMMA supports diverse sales models where potential clients can be identified from internal business base, website enquiries, social campaigns, 3^rd party sites or customer service portals. It is targeted towards connecting multiple lead generators such as branch employees and supporting advisors to bring in potential customers to improve sales.

Features of 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