MarketSoft Offers Referral Manager

Share this content:
Enterprise marketing solutions vendor MarketSoft, Lexington, MA, yesterday unveiled Referral Manager, a customer relationship management product for the retail financial services industry.


Referral Manager uses active customer listening to capture customers' buying intentions, then refers the cross-sell opportunity to the salesperson best able to follow up. It includes components to create a referral, route it to the best salesperson and measure results.


The product also uses existing MarketSoft investments in data warehousing and predictive models, contact management and sales force automation tools. It also tracks referrals through closure.


Referral Manager has applications tailored for retail banks, brokerages, asset management and insurance companies. It will be available in the third quarter starting at $100,000.


Loading links....
close

Next Article in Data/Analytics

Sign up to our newsletters

Company of the Week

Since 1985, Melissa Data has helped thousands of companies clean, correct and complete contact data to better target and communicate with their customers. We offer a full spectrum of data quality solutions, including global address, phone, email, and name validation, identify verification - available for batch or real-time processes, in the Cloud or on-premise. Our service bureau provides dedupe, email/phone append and geographic/demographic append services for better targeting and insight. For direct mailers, Melissa Data offers easy-to-use address management/postal software, list hygiene services and 100s of specialty mailing lists - all with competitive pricing and excellent customer service.

Find out more here »

DMN's Career Center

Check out hundreds of exciting professional opportunities available on DMN's Career Center.  
Explore careers in digital marketing, sales, eCommerce, marketing communications, IT, data strategies, and much more. And don't forget to update your resume so employers can contact you privately about job opportunities.

>>Click Here