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Tracking Referral Program Activity through Customer Relationship Management Software with NextBee

Salesforce, NetSuite, Microsoft Dynamics - Quality Leads Increase When Your CRM System Works Seamlessly with Your Referral Program

FOLSOM, Calif., Jan. 7, 2014 /PRNewswire-iReach/ -- NextBee built its premier customer referral program on an adaptive platform that allows for seamless integration when paired with the industry's leading CRM systems. Both customer referrals and customer relationship management depend on the ability to track customer activity through nearly every interaction. When combined, they provide the best of both worlds for creating and using actionable data that grows a strong base of loyal customers through referrals.


Custom vanity links, online engagement tracking through social media shares, offline tracking with printed cards – these are just a few of the features available with a referral program from NextBee. When combined with your CRM system, the ability to track activities and provide incentives during phone sales and customer service interactions means every customer touch-point is covered.

The value of being able to see your most dedicated advocates every interaction with your brand cannot be overstated. From activating current customers, and increasing the number of new customers, to reducing friction and providing perfectly timed incentives, the acceleration of your business can happen quickly. The results being a meaurably larger, more engaged, customer base constantly driving sales higher.

"There are always two sides to every sale, a great product and quality customer service," notes Ashish Mohole, Founder and CEO of NextBee, "Customers have shown that they love being rewarded for sharing a great product. They should also be rewarded for sharing every other interaction with their favorite brands. With seamless integration of all major CRM systems, NextBee achieves that goal."

NextBee's integration with Salesforce, NetSuite, Microsoft Dynamics and other leading CRM systems increases the value of its referral program in three important ways:

  • Go beyond managing expectations to exceeding them – allow customer service agents to provide ad hoc points towards valuable rewards, and trigger additional points when the customer shares their experience through social media
  • Create valuable surprises and leverage them effectively – automatically discount bundled items, and offer an additional discount, right in your shopping cart, for sharing before the purchase is made
  • Optimize your data to increase sales – combine the demographics within your CRM system with the activity data from your referral program to create finely tuned segments and run specialized promotions with pinpoint accuracy

77% of individuals participating in a recent study by Nielsen demonstrated that a referral from a family member or friend represents the most persuasive form of engagement available. Nearly 20% of upstream traffic on department store websites can already be directly attributed to customer referrals, and that trend is increasing. Consumers clearly turn to their friends and families for advice on what to purchase – and that advice drives our actions.

Over 300+ restaurants, retail consumer companies, B2B providers, professional sports franchises, insurance and financial corporations, and leading communication companies entrust NextBee with their customer relationships. Each looks to NextBee for the best way to leverage their unique products and engage a variety of customers, employees, and other affiliates through advanced SaaS automation that still allows for a hands-on approach.

Demonstrations of NextBee's referral program program features are available. Visit NextBee for more information and to schedule a personalized demonstration.

NextBee is a cloud-based software provider focusing on lead acquisition and customer engagement programs. NextBee seeks to build an army of loyal customers who actively engage your brand with excitement and passion. We provide proven value and solutions that work. Resulting in not only customer engagement, but engagement that drives sales. NextBee promotes easy analysis of exactly which customers, rewards, and types of activities are most likely to determine success. Our efforts allow our partners to optimize spending and benefit from the maximum ROI. NextBee creates and rewards excellence, always.

Copyright © 2014 NextBee. All rights reserved

Media Contact: Martin Verni, Next Bee Corporation, 1-800-547-1618, [email protected]

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