REFERRAL MANAGEMENT

With Datava’s sophisticated Referral Management, send, track and report referral opportunities in real time between departments.

Cut response time with rapid, multi-directional communication and maximize cross-sell by providing the right recommendations for members’ needs. Utilize detailed reporting and analytics to better understand referral opportunities or incentivize your employees.

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Improve Response Time

Real-time routing notifies employees of opportunities as they happen and ensures the referral is sent to the right person in the right department for faster follow-up.

Acquire New Members

Enable your frontline staff to refer products and services to non-members, linking opened accounts to the referrals.

Expand Member Relationships

Build trust and deepen relationships with your members by recommending beneficial products that correlate with their actual needs and life events.

Collect Vital Information

Referral forms are dynamic, based on the type of referral that is being made. Track the full history of referrals and view detailed reporting and analytics.

Maximize Cross-Sell

Grow your share of wallet with your members by identifying and acting on sale opportunities.

Track Successful Referrals

Our system closes the loop by identifying successful referrals and reporting those on employee scorecards, as well as calculating incentives.
REFFERAL MANAGEMENT INTERFACE