eReferrals

Grouplink®'s eReferrals tool enables banks, credit unions and other financial institutions to consistently collect leads from branch or remote offices and have them flow into a shared database—which then directs the immediate connection of a lead to the appropriate sales person/department.
eReferrals provides comprehensive account and interaction history, which allows institutions to leverage their existing IT investments. Key solution features include:

• Referral Form - easy referral submission at the point of contact with the customers.
• Referral Routing and Management - instant notification via email to the correct respondent for the requested services, and storage into a CRM database with history views.
• Easy Reporting - executive reports via the web.
• Secure – Ensure security through directory authentication when logging in.

eReferrals provides banks and credit unions with the power to:

• Increase conversion rates by carefully managing and automating the closure process, and by collecting leads 24 hours a day, seven days a week.
• Collect leads from branch or remote offices and have them automatically flow to the appropriate sales person.
• Deliver comprehensive reports regarding the closure success rates of their sales teams.