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Referral Management
Never miss an opportunity to create and assign referrals then track them to conclusion.
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Apply the science and accountability of opportunity management to your referral practices.
COATM automatically tracks every referral from creation to completion, ensuring that each one is properly assigned and handled. It streamlines referral entry, leading to higher quality referrals. Moreover, if your institution rewards employees for referral activity, COATM makes it very easy to calculate incentives.
Referral Management with COATM Lets You:
- Generate and route referrals instantly to individuals, departments, or lines of business
- Notify representatives via e-mail as new opportunities occur
- Monitor referral activity and progress through a comprehensive activity log
- View information that is always current and accurate
- See the entire “chain-of-custody” at a glance
- Verify that each referral received proper follow up
- Motivate employees by reporting results in real-time
- Incorporate an incentive management system to reward employees
Discuss your referral process with ASA today or learn more about COATM with these resources.
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