ReferTrac has taken the manual process out of our referral tracking saving research hours and money. They worked with us and our individual products requests to match what we needed for our end result. This process is so simple that all new employees can review and easily use our ReferTrac software without in person training.
Before ReferTrac, we were sending referrals through email without tracking them. Since implementing ReferTrac are referrals have increased 120% and sales have grown. Implementation took less than a week and after one virtual training session, all staff was able to use the system efficiently.
ReferTrac is simple and easy to use referral system that has shown results in communication and accountability of staff! We previously did not have a referral program and since implementing ReferTrac our referrals have increased substantially.
Previously to implementing ReferTrac, our staff was sending referrals through email and not tracking follow-ups. Now that we have ReferTrac, we have seen a huge increase in amount of referrals and sales from those referrals. We can also manage our referral process with minimal effort. ReferTrac has gave us the opportunity to help our customers with more products and have a simple referral program.
619 New Referrals
250 New Products Sold
261 Referrals Pending Outcome
108 Referrals with no sale
NEW BUSINESS FROM REFERRALS
$2,431,000 Personal Deposit Accounts
$2,840,200 Business Deposit Accounts
$3,971,000 Business Loans