How to use the referral option REFERRALS How to use the referral option

REFERRALS The referral system it set up to more accurately track a lead life cycle by determine how Vantage obtains any given lead. This helps Vantage execute a marketing plan. Definition of referral: A person to which you make contact with as a direct result of a conversation from an existing partner.

REFERRALS You call a customer. They’re so happy with My Access that you ask them for referrals at other schools or districts. Customer gives you the name of a contact (or contacts) to call. What next?   Look up the contact in Salesforce. Contact or school is not in Salesforce? Please create it. Call the contact and have a conversation with them Edit the lead source for the contact and make it “Referral – External”. Hit SAVE à This is key! This will ensure that you receive 2 additional points! Log the activity as a call and indicate that you called this contact as a referral from customer xxxxxx

REFERRALS What if the happy customer I spoke with originally did not give me a specific contact to call? (example: Wow! I think that Murray HS would really benefit from this! If you want to call them and tell them I referred you that’s fine!). Here’s what you should do….   Research the school to find the right contact Look up the contact in SalesForce. Contact or school is not in SalesForce? Please create it. Call the contact and have a conversation with them Edit the lead source for the contact and make it “Referral – External”. Hit SAVE. Log the activity as a call and indicate that you called this contact as a referral from customer xxxxxx