GROUPLINK Other products from GROUPLINK
Novell Technology Partner

product details

GroupLink's eReferrals product is a Web-based end-to-end referral management system. It is designed for banks and other financial institutions as well as professional services such as law offices to facilitate initiation and management of referrals. It empowers management to track and improve the referral process from beginning to end — from increasing profitable referrals to managing and rewarding successful closures.

GroupLink's eReferral product uses a Web-interface to provide comprehensive account and interaction history. Use of this Web technology allows institutions to leverage their existing I.T. investments.

Key features:
  • Paperless Referral Submission — easy electronic referral submission at the point of contact with customers
  • Referral Routing and Management — instant notification via your email system to the correct respondent for the requested services and storage into a Sales Force Automation (SFA) database with history views
  • Referral Database
  • Referral Reporting — data for Executive Reports via the Web

Upon implementation of GroupLink's eReferral product many financial institutions have experienced tremendous benefits.
  • Every employee has the opportunity to cross-sell and up-sell
  • Ability to increase sales without increasing your sales force
  • Collection of leads from branches and remote offices
  • Increased sales built upon loyal profitable customer relationships
  • Rapid Return on Investment: on average a 36% increase in Customer Referrals and a 26% increase in cross-sell and new business closures within 90 days
  • Increased customer satisfaction and loyalty by providing superior customer service
  • Powerful Executive reports can show the entire overview of an organization's success with the referral system

product compatibility

  • Open Enterprise Server
  • Novell eDirectory
  • Novell GroupWise

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regional availability

  • Asia Pacific
  • Europe, Middle East & Africa
  • Japan
  • Latin America
  • North America

language availability

  • English


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