Meet the Referral Assistant Follow

Your CardTapp solution is built to help you widen the top of your sales funnel and add more leads to your pipeline. An easy and effective way to source new leads is through referrals from friends, family members, happy customers, and business partners. 

Your CardTapp Referral Assistant helps support an easy, consistent referral process that removes any guesswork. App users simply click your app's share button, enter referral information and any pertinent notes, and connect you directly to the lead. Not only is the process simple and easy for the person sending the referral, but it is also easy for you as the recipient. Your referral assistant helps you:

• Capture and manage incoming referrals. 
• Collect and store notes and details from referral sources in a centralized location 
• Categorize leads by relevant categories
• Identify top referral partners

Your CardTapp Referral Assistant also immediately notifies you each time you receive a new referral, helping you start the sales process quicker with real-time access to the prospect’s contact information, buying stage, and other relevant notes from the referral partner. 

Your Referral Assistant can also give you the tools to strengthen your relationship with referral partners. It creates a centralized and organized place to store notes on referrals decreasing the risk of delayed or uninformed follow-up with referrals. Use your Referral Assistant to promote referral partners by co-branding your app. Co-branding also creates an incentive for referral partners to deliver more and stronger referrals.

Want to get your digital assistant set up to generate more leads? Schedule some time to develop a strategy.