Hello Referrals

Hello Referrals makes sending, receiving, and tracking referrals easy for networks. It allows users to send and receive business referrals and word of mouth leads, track referrals and manage leads, and build referral karma.

Description

Product Features:
  • Always know what you have to do and where you are in the sales process.
  • Break down the number of referrals sent and received on a monthly basis, and see how well each partner is able to convert opportunities to successful business.
  • Centralized communication with your referral group keeps your networking activity in one place and always up-to-date.
  • Include important notes and information to help your network partners close the business you refer to them.
  • Instant email notifications let you know exactly what’s happening: when you receive a referral, a partner follows up with you or you’re invited to a meet-up.
  • Instant email updates when you receive a referral from a network partner.
  • Note the “temperature” of the opportunity.
  • Note when you’ve contacted a potential customer, sent them a proposal, successfully earned their business, or missed the mark.
  • Provide your lead’s contact information.
  • Roles let you decide which partners have permission to view reports and invite new people into the group.
  • Send messages to partners, stage meet-ups, and create events to help each other throughout the sales cycle.
  • Set up Hello Referrals to auto-tweet on your behalf when you send referrals to your network partners.
Product Purpose: Hello Referrals makes sending, receiving, and tracking referrals easy for networks. Centralize communication and measure success as you close more word of mouth business — safely and securely.
Product Attributes: Free Trial: NA Tech Expert: Credit Card Required: NA Avg Installation Time: Immediate Training: No Training Offered Free Version:

Additional information