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Intelligent Need-Based Referrals and Scoring
Source referrals internally and externally across lines of business. Users create and automatically route referrals based on a customer’s expressed interest, from savings accounts to home loans. Build processes to create automatic email notifications that keep users up-to-date. The dashboards and reports make it a snap to identify and reward top referrers.
- Install Intelligent Need-Based Referrals and Scoring
Install the unmanaged extension package for Intelligent Need-Based Referrals and Scoring (Financial Services Referral Ext) to provide access to referral dashboards and reports. The dashboards help users strengthen their referral networks, nurture relationships, and identify and reward top referrers. - Enable the Referrer Score in Financial Services Cloud
A referrer score, from 0 to 100, represents the conversion rate for an individual referrer. You can use the score to identify and reward top referrers. - Referral Approval Process
A referral approval process is an automated process that you can use to approve referrals in Financial Services Cloud. You can specify the steps necessary for a referral to be approved and who must approve it at each step. - Create a Process for Referral and Scoring
Optionally, use a process to initiate the referral approval process and to generate emails when people create, update, or reassign referrals. - Update the Leads Tab Name
Change the Leads tab name to Leads & Referrals. Changing the tab name changes Lead score to Lead & Referral score. - Enable Referrals Rollups for Intelligent Need-Based Referrals and Scoring
If there isn’t an option to add referrals to rollups, enable referral rollups so users can see all the referrals for members of a group. - Configure Company Name Override for Leads
You can configure the company name override in Custom Settings as part of configuring the B2C lead conversion process. - Components That Track Intelligent Need-Based Referrals and Scoring
Help users stay on top of their referral activity with these custom components.
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