Features
Core Features
End User Tools
End user tools provide the ability to:
- Create new referrals
- Process new referrals and update the status of existing referrals
- Review the status of existing referrals
- Review and process referrals
- Manage sales pipeline
- Disburse or re-assign referrals to another employee in your department
- Identify employees who are meeting or exceeding sales goals, as well as those who may need additional training
- Review referral reports by employee, department or product
- Set up and maintenance of departments/offices, users and products
- Assignment of incentive payments to products and the timing of those payments
- Access to extensive referral and incentive payment reports
- Ad-hoc query builder for building dynamic reports
- Referrals generated by employee, department/branch and product
- Referral status
- Business value of referrals
- Incentive payments