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.
Referral Management & Marketing Automation
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