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.
ReMMA supports diverse sales models where potential clients can be identified from internal business base, website enquiries, social campaigns, 3rd 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.
• Centralization of potential leads identified from disparate sources within organization.
• 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.
• 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
• 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.
• 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.
• 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.
• 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.
• 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.
• Incentive computation rules based on products sold and value of sale.
• Payout administration to referrers
Reduce response time
Rapid allocation of high volume of leads
Identify and understand how customers move along their journey and how various sales agents become key touchpoints
Optimize conversion rates
Lead prioritization to ensure a high closing rate
Avoid duplication of leads
Personalized service as each lead is assigned to one advisor
Trend visualization of lead source
Referrer KPI management and reporting
Lead Nurturing building trust with sales agents
Referral Management & Marketing Automation
We look forward to showing you how our solution allows you to build a seamless customer experience for your customers.
Request a demo now and experience the ReMMA yourself!