Increase sales revenue by eliminating lost leads and maximizing sales referral follow-up. Referral Trak provides your organization with tools that allow you to efficiently track referrals and incentives, while improving cross-selling of products and services. The software includes detailed referral reports that can assist in targeting top producers and identify employees who may need additional training.

Features include:

• Referral creation and processing.
• Referral status management.
• Multiple processing tools including “Forward [cross-sell],” “Re-route,” “Re-assign,” “Defer,” and many more.
• Activity tracking – notes fields to track prospect contact.
• Incentive tracking.
• Department Manager oversight tools.
• Web Reports:
• Referral Status Report
• Referral Summary Reports by Employee, by Department and by Product
• Incentive Payment Summary Report
• Business Value of Close Business