Social media specialists: capture referral points in CRM

Social media specialists miss top referrers when referral points aren't in the CRM, stalling targeted campaigns. It pulls referral sources and point totals into your CRM regularly so you can tag and prioritize leads.

Overview

Broadcast media accounts lose valuable referral audiences when points aren't available to marketing. This workflow keeps referral sources and point totals flowing into your CRM on a schedule, enabling social media specialists to tag, segment, and prioritize leads for targeted campaigns. The result is faster campaign targeting, zero missed referrers, and cleaner contact records.

Notable Features

Import referral points on schedule
Tag contacts by referral source
Prioritize and segment high referrers