Most organizations struggle with how to effectively encourage and enable sales teams to make referrals to peers.
If you have different sales teams handling your product and services or sending referrals to business partners, wReferrals is a tool that helps you simplify and automate the product and service Referral process.
wReferrals allows you to easily create referrals with minimum manual input.
Send referrals from one Sugar to another, or to people from outside of your instance.
Send notifications in Sugar to the receiving user, or send an email message to the external source.
View, filter, and report on your referrals directly from within Sugar with a dedicated module.
Features and Benefits
Create Internal Referrals
wReferrals enables you to refer records internally, from one Sugar user to another. Any internal referral automatically links to the record's Account and Contact, so the receiver has immediate access to it when receiving the referral notification.View All Features
Send External Referrals
External referrals are sent to sources outside of your Sugar instance. When created, an email notification is sent to the receiver. You can also include URLs to the records in Sugar if the receiver has access to your CRM instance.View All Features
Based on the referral's source (internal or external), wReferrals can either send a notification in Sugar to the receiving user, or send an email message to the external source.View All Features
wReferrals adds a custom module in Sugar where you can view all of your referral records or filter them by any criteria. Sugar also enables you to view the Referrals module's data in a dashboard.View All Features
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